Assistant Planner (Investments)

Overview Our client, an established financial advisory practice in Bedfordview, Johannesburg, is seeking an Assistant Planner to support Financial Advisors and Paraplanners within a busy wealth management environment. This multi-skilled role combines advice documentation support, post-advice client servicing and compliance oversight, ensuring that every instruction and advice pack is delivered accurately, timeously and within regulatory requirements. The successful candidate will act as a key o… This vacancy is listed on Adzuna. Read the full advert and apply there; Insly does not receive applications for it. Employer: Morton Moore Pty Ltd