Investment Planning Assistant
Morton Moore Financial Services
Gauteng, South AfricaPosted 4 days agoDiscoveredMatch locked
Full-timeAccounting & Finance Jobs
About the role
Morton Moore Financial Services in Bedfordview seeks an Assistant Planner to support Financial Advisors and Paraplanners within a busy wealth management environment. The role combines advice documentation support, post-advice servicing and compliance oversight to ensure accurate, timely, and regulatory-compliant delivery of advice packs. The successful candidate will handle ROA/FNA preparation, cl
Not included in the source posting: about the role, what you'll do, qualifications, benefits.
Who can apply
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