Para Planner - Roodepoort - R20 000 to R25 000 per month
- Roodepoort, Johannesburg
- R20,000-25,000 per month
- Permanent
- Full-time
- Provide technical and administrative support to Financial Planners.
- Prepare financial plans, investment proposals, and compliance documentation.
- Conduct product and investment research.
- Assist with client reporting and reviews.
- Opportunity to develop into an Advisor role over time (if desired).
- Relevant degree in Finance, Investments, or Financial Planning.
- CFP (or close to completion).
- 2 to 4 years of para-planning or financial planning support experience.
- Strong technical ability, research skills, and report writing.
- Detail-oriented, energetic, eager to grow.