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About the Role
The Service Advisor (Jnr Paraplanner) will assist in the preparation and construction of financial plans for top tier clients under the supervision of one of South Africa's top Financial Planners who has published several books on the subject.
This role forms a critical part of the advice process, providing structured technical, administrative, and client service support to Financial Advisers. The successful candidate will contribute to delivering a high-quality client experience while ensuring that all processes and documentation meet regulatory and internal governance requirements.
Key Responsibilities
This role forms a critical part of the advice process, providing structured technical, administrative, and client service support to Financial Advisers. The successful candidate will contribute to delivering a high-quality client experience while ensuring that all processes and documentation meet regulatory and internal governance requirements.
Key Responsibilities
- Provide technical and administrative support to Financial Advisers
- Prepare financial planning and investment documentation for review
- Maintain accurate, complete, and audit-ready client records
- Liaise with clients, product providers, and internal stakeholders
- Assist with implementation and follow-u...
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