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Financial Analyst Financial Reporting Accounting & Finance Financial Consultant

Estate Planning Paraplanner & Report Specialist

Job in Pretoria, 0002, South Africa
Listing for: Hr Options
Full Time position
Listed on 2026-01-27
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Accounting & Finance, Financial Consultant
Job Description & How to Apply Below
A financial services company in South Africa is seeking a highly skilled Paraplanner to join their team. The role requires strong analytical abilities and excellent communication skills in both English and Afrikaans. Applicants should have a financial qualification and more than one year of estate planning experience. Responsibilities include consolidating policies, preparing financial calculations, and providing investment recommendations. This position offers an opportunity to work closely with various stakeholders and enhance expertise in the financial sector.
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