Jaco Botha

Paraplanner Assisstant

Complaint Resolution SpecialistCustomer ServiceTutorEducation🎓 StudentCopywritingCopywriterProofreaderResearcherTyping SpecialistData EntryData Entry SpecialistPostGraduateData Entry AssociateDocument Processor

Jaco Botha is a dedicated Paraplanner Assistant with over ten years of experience in supporting financial advisors to optimize client portfolios. Based in Gauteng, Jaco specializes in excel building and report preparation, ensuring seamless client consultations. He is currently studying Financial Accounting at Milpark Business School and is passionate about template building and proses streamlining to enhance financial planning processes. Outside of work, Jaco enjoys his family and hockey umpiring. He is looking to slow down with work and focus on his studies while still supporting his family. Learning new skills in a ever changing world.

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