JobOfficial source checked
Assistant Planner (Investments)
Morton Moore Pty Ltd
- Location
- Bruma, East Johannesburg
- Closing date
- See official listing
- Pay or funding
- See official listing
- Last checked
- October 17, 2026
What is this opportunity?
Overview Our client, an established financial advisory practice in Bedfordview, Johannesburg, is seeking an Assistant Planner to support Financial Advisors and Paraplanners within a busy wealth management environment. This multi-skilled role combines advice documentation support, post-advice client servicing and compliance oversight, ensuring that every instruction and advice pack is delivered accurately, timeously and within regulatory requirements. The successful candidate will act as a key o…
Opportunity details
Industries
- Accounting & Finance Jobs