Junior Paraplanner | Bryanston

Key Responsibilities Financial & Investment Planning: Formulate personalized financial, investment, retirement, and estate plans based on strategies set by Advisers. Proposals & Reviews: Research, compare, and prepare comprehensive investment proposals, portfolio reviews, and product recommendations across major product houses. Risk & Insurance Analysis: Draw and compare quotations from various insurers, conducting side-by-side product comparisons to identify optimal client solutions. Compliance & Administration: Ensure all documentation adheres strictly to FAIS, FICA, and POPI legislation. Prepare applications, process transfers, and handle client inquiries. Estate Planning: Assist with estate planning strategies and drafting of Wills. Partner Relations: Liaise directly with product providers to manage and expedite applications and client requests. Requirements & Qualifications Education: Relevant Financial / Investment Degree or Diploma. Experience: Minimum 3 years in a financial/inv...