The Legends Agency

Para Planner - Roodepoort - R20 000 to R25 000 per month

The Legends Agency  •  Roodepoort, ZA (Onsite)  •  3 months ago
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Job Description

Para Planner - Roodepoort - R20 000 to R25 000 per month

Responsibilities:

  • Provide technical and administrative support to Financial Planners.
  • Prepare financial plans, investment proposals, and compliance documentation.
  • Conduct product and investment research.
  • Assist with client reporting and reviews.
  • Opportunity to develop into an Advisor role over time (if desired).

Requirements:

  • Relevant degree in Finance, Investments, or Financial Planning
  • CFP® (or close to completion)
  • 2 to 4 years of para-planning or financial planning support experience.
  • Strong technical ability, research skills, and report writing.
  • Detail-oriented, energetic, eager to grow.

Apply Now: Submit your CV to be considered for excellent exposure to high-net-worth client portfolios.

The Legends Agency

About The Legends Agency

Welcome to The Legends Agency!

We are a premier Employer of Record (EOR) partner dedicated to helping global businesses build and manage exceptional teams in South Africa.

Our comprehensive, full-service solutions empower organizations to navigate the complexities of local employment while ensuring compliance, efficiency, and cost-effectiveness.

At The Legends Agency, we specialize in connecting international companies with top talent in South Africa, streamlining the hiring process, and managing payroll, compliance, and benefits seamlessly.

Our commitment to excellence ensures that our clients can focus on their core business while we handle the intricacies of workforce management.

Whether you’re looking to expand your team or establish a presence in the region, we provide tailored solutions that meet your unique needs. Let us help you create a legendary team that drives success and innovation.

We can save you money on salaries and social premiums and provide you with skilled English-speaking talent.

Explore more about our services at www.the-legends-agency.com or Mail us for details anthony.kettle@the-legends-agency.com.

Industry
HR & Recruiting
Company Size
51-200 employees
Headquarters
Cape Town, ZA
Year Founded
2022
Website
the-legends-agency.com
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