Paraplanner

What is this opportunity?

Description Join a dynamic team within a leading financial services company committed to excellence and client-centric solutions. Our client, a well-established organization in Durban, is seeking a dedicated Paraplanner to support their advisory team and ensure high-quality financial advice documentation. What You'll Do: Research and gather relevant information on financial advice matters for advisers. Draft comprehensive client reports and Records of Advice in collaboration with advisers and t…

Opportunity details