Assistant Planner (Investments)
Morton Moore Financial Services
Gauteng, South AfricaPosted Discovered via the company's careers siteMatch locked
Full-timeAccounting & Finance Jobs
About the role
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 acc
Not included in the source posting: about the role, what you'll do, qualifications, benefits.
Who can apply
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