Role summary
Key Responsibilities:Conduct Financial Needs Analyses.Prepare and draft financial proposals.Provide paraplanning and administrative support to the Risk/Investments Department.Assist with preparing client documentation and recommendations.Ensure accuracy and completeness of financial records and…
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ExcelAIUI
- LOCATION
- Eastern Cape
- WORK MODE
- On-site
- JOB TYPE
- Full-time
- POSTED
- Oct 28, 2026
- CLOSING
- Nov 27, 2026
Source: Job Mail Public Jobs