Wealth Planning Paraplanner & Client Support

A prestigious university is seeking a Paraplanner to provide administrative support to Advisers. This role involves managing a portfolio of clients by processing transactions and assisting with financial planning. The ideal candidate will have a BCom degree related to finance and relevant industry experience. Key responsibilities include formulating financial plans, reviewing client portfolios, and ensuring compliance with legislation. Proficiency in English and other South African languages is essential, along with strong interpersonal skills.