financial situation; or utilise the services of a Para-Planner for this. (Draw policy history). Provide sound personal...Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We're...
Purpose of role: The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation... of Financial Plans for clients. The Paraplanner is required to collaborate very closely with the Financial Planning Partner...