CFP Paraplanner: Advanced Financial Planning Specialist
Job in
Gqeberha, Port Elizabeth, 6000, South Africa
Listed on 2026-01-15
Listing for:
Bay Wealth Management
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst, Accounting & Finance
Job Description & How to Apply Below
A financial services firm in Port Elizabeth is seeking a full-time Para Planner. The ideal candidate will hold a CFP qualification and possess 3-5 years of relevant experience in the industry. Responsibilities include assisting financial advisors with client data analysis, preparing financial plans, and ensuring compliance with regulations. A competitive remuneration package will be offered to the successful candidate.
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