Paraplanner
Pretoria East 
R20,000 - R23,000 CTC (Depending on Experience)

Minimum requirements:

• Previous experience within the financial services industry/ Diploma in Financial Planning, Financial Services, or a related field with Relevant administrative experience 
• Good understanding of financial products, client documentation, and compliance requirements
• Strong organisational skills and attention to detail
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office, particularly Excel and Outlook
• Ability to manage multiple tasks, meet deadlines, and work independently as well as within a team

Key Responsibilites: 

• Provide administrative and technical support to financial planners and advisors
• Prepare, review, and maintain client documentation and financial records
• Ensure client files and documentation are accurate, complete, and up to date
• Assist with compliance, recordkeeping, and regulatory administration
• Maintain client databases and ensure information is captured accurately

Consultant: AliciaBodenstein - Dante Personnel Pretoria Faerie Glen
Apply via our website www.dantesa.co.za
Or apply directly on the link below: 
https://webapp.placementpartner.com/wi/vacancy/?id=dante&VacRef=PTA026537&preview=c4b950cf0ca3f97a126eecb147f47c6e

If you do not hear from us within 5 days, please accept that your application was unsuccessful