Pretoria East: Paraplanner posted by Private

Paraplanner PretoriaCTC: R20 000 R25 000 p/m | Potential commission after probation An independent financial planner, affiliated with a leading national financial services group, is seeking a detail-oriented and analytical Paraplanner to provide technical and administrative support in financial and estate planning. You will assist in consolidating and analysing client portfolios, preparing financial and risk calculations, identifying shortfalls, and drafting professional client reports. The role requires accuracy, initiative, and sound knowledge of investment, tax, and estate planning principles. Requirements:2+ years paraplanning experience and excellent communication abilities.The role requires strong administrative and client engagement skills, accuracy, initiative, and sound knowledge of investment, tax, and estate planning principles. To Apply:Email your CV with the subject line Paraplanner Application Your Name.