Junior Paraplanner | Bryanston

Key Responsibilities Financial & Investment Planning: Formulate personalized financial, investment, retirement, and estate plans based on strategies set by Advisers. Proposals & Reviews: Research, compare, and prepare comprehensive investment proposals, portfolio reviews, and product recommendations across major product houses. Risk & Insurance Analysis: Draw and compare quotations from various insurers, conducting side-by-side product comparisons to identify optimal client solutions. Complianc…