Senior Service Consultant (Senior Assistant Planner)

Responsibilities: Support Advisors/Paraplanners with preparation and implementation of financial plans Quality-check ROAs, suitability reports and client documentation Manage complex investment, retirement and insurance instructions and new business Ensure FAIS, FICA, POPIA, TCF compliance and audit-ready files Senior point of contact for clients and product providers Mentor junior support staff and assist with workflow improvements Requirements: Qualification in Financial Planning / Wealth / C… This vacancy is listed on Adzuna. Read the full advert and apply there; Insly does not receive applications for it.