Cfp-certified senior paraplanner - wealth planning

A recruitment agency is seeking a dynamic Paraplanner in Randburg to support Financial Advisers by providing technical and administrative assistance. Responsibilities encompass preparing financial plans, ensuring compliance, and managing client relationships. The ideal candidate will have at least 5 years of experience in the financial industry and hold a relevant degree and CFP designation. This role offers an opportunity to thrive in a client-focused environment.
#J-18808-Ljbffr