Role summary
Minimum requirements: Minimum 2 - 3 years' experience in a paraplanning, financial advice support, or related role within financial servicesSolid understanding of investment, retirement, risk, and estate planning principlesFamiliarity with FAIS/FSCA compliance requirements and Record of Advice…
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CRMExcelAIUI
- LOCATION
- Roodepoort, Gauteng
- WORK MODE
- On-site
- JOB TYPE
- Full-time
- POSTED
- Sep 18, 2026
- CLOSING
- Oct 30, 2026
Source: Job Mail Public Jobs