To find out more, click Apply or head on over to Crayon to review the full spec and apply
https://crayon.jobs/jobs/south-africa/sandton/paraplanner/1206
How you'll role
As a Paraplanner, you will prepare and maintain client files, implement recommendations, and review compliance paperwork. This includes compiling paperwork for financial needs analysis, drafting statements, and identifying planning opportunities. You will research solutions, collaborate with advisors, manage portfolios, and organise meetings. Being self-driven, detail oriented, and seeking new business opportunities are key.
What you'll do
What you'll need
To find out more, click Apply or head on over to Crayon to review the full spec and apply
https://crayon.jobs/jobs/south-africa/sandton/paraplanner/1206
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