Paraplanner City of Cape Town

Our client, a well established investment institution, requires the expertise of a qualified financial professional. Education: Postgraduate Diploma in Financial Planning Working toward or having achieved Certified Financial Planner® (CFP) status At its core, the paraplanner's role is to assist financial advisors by preparing financial plans, conducting technical analysis, and ensuring compliance with regulatory standards. This includes: - Conducting financial needs analyses (risk, pre-retireme…