Paraplanner

Minimum requirements: Previous experience within the financial services industry/ Diploma in Financial Planning, Financial Services, or a related field with Relevant administrative experience Good understanding of financial products, client documentation, and compliance requirements Strong organisational skills and attention to detail Excellent written and verbal communication skills Proficiency in Microsoft Office, particularly Excel and Outlook Ability to manage multiple tasks, meet deadlines, and work independently as well as within a team Key Responsibilites: Provide administrative and technical support to financial planners and advisors Prepare, review, and maintain client documentation and financial records Ensure client files and documentation are accurate, complete, and up to date Assist with compliance, recordkeeping, and regulatory administration Maintain client databases and ensure information is captured accurately Consultant: AliciaBodenstein - Dante Personnel Pretoria Faerie Glen Apply via our website Or apply directly on the link below: If you do not hear from us within 5 days, please accept that your application was unsuccessful