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Senior Paraplanner: Financial Planning & Client Advisory

Company

University of Fort Hare

Location

somerset west, South-Africa

Type

Full-time

A leading educational organization is seeking an experienced Paraplanner in Somerset West. The ideal candidate must have a relevant B.Com Financial degree and pass the RE5 exam. Responsibilities include providing financial planning support, compiling client documents, and managing client relationships. Candidates should have at least 5 years of experience in the financial industry and be fully bilingual in Afrikaans and English. This role is an excellent opportunity for professionals looking to grow their career in finance.
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