Para-Planner - Bellville Competitive Package
View Job- Company GSI Talent Solutions Pty Ltd - View more jobs
- SalaryCompetitive Package
- LocationBellville, Western Cape, South Africa
- Job TypePermanent
GSI Talent Solutions is recruiting on behalf of a dynamic wealth management firm in Bellville . We're looking for a detail-oriented and client-focused Para-Planner to support Wealth Planners, Financial Advisors, and Wealth Managers in delivering tailored financial planning solutions.
Assist advisors in implementing financial planning and investment strategies
Compile and prepare detailed investment, retirement, and risk proposals
Conduct research and product comparisons to support client recommendations […]
Maintain accurate client records and assist with ongoing portfolio reviews
Liaise with clients...
13 days ago from: pnet.co.za
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