South Africa: Paraplanner

Our client is seeking a detail-oriented Paraplanner to support our Financial Planner in delivering high-quality financial advice to our clients. As a Paraplanner, you will be responsible for conducting research, preparing financial reports, and assisting in the creation of financial plans. If you have a strong background in finance and a passion for helping clients achieve their financial goals, we would love to hear from you. Duties and Responsibilities: Research investment opportunities and present findings to Financial Planner Prepare financial reports, including cash flow projections, investment analyses, and risk assessments Assist in developing financial plans tailored to clients’ needs and goals Review client accounts and make recommendations for portfolio adjustments Stay current on financial products, legislation, and market trends Please note this role is fully remote, with working ours from 6am – 2pm