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Paraplanner
2 weeks ago
My client within the wealth management sector, has an opportunity for a Paraplanner to join their growing team in Cape Town.
The role will provide technical support to a number of Trust Officers within the team.Responsibilities:
- Provide investment planning technical support to Trust Officer(s) in team, including research and analysis of client portfolios
- Preparation of minutes of client meetings, record of advice and proposals
- Client needs analysis and advisory support services
- Provide regular client reporting
- Prepare and collate client financial reviews and reporting for financial advisors in team
- Investigate and resolve all queries relating to client affairs
- Review investment transaction changes, and action, if necessary
- Close liaison between internal and external investment admin, and specialist service departments
- Advisory responsibilities under supervision: client services for client allocation and growth potential
Requirements:
- Relevant tertiary qualification a requirement
- BCom or similar, or studying towards
- Postgraduate qualification a requirement, preferably CFP
- Ability to work independently, attention to detail and excellent organisational skills
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Paraplanner
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Cape Town, Western Cape, South Africa Ca Financial Appointments Full timeMy client within the wealth management sector, has an opportunity for a Paraplanner to join their growing team in Cape Town. The role will provide technical support to a number of Trust Officers within the team.Responsibilities:Provide investment planning technical support to Trust Officer(s) in team, including research and analysis of client...
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Paraplanner
2 months ago
Cape Town, South Africa CA Financial Appointments Full timeMy client within the wealth management sector, has an opportunity for a Paraplanner to join their growing team in Cape Town. The role will provide technical support to a number of Trust Officers within the team. **Responsibilities**: - Provide investment planning technical support to Trust Officer(s) in team, including research and analysis of client...
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Paraplanner
3 months ago
Cape Town, South Africa CA Financial Appointments Full timeMy client within the wealth management sector, has an opportunity for a Paraplanner to join their growing team in Cape Town. The role will provide technical support to a number of Trust Officers within the team.Responsibilities:Provide investment planning technical support to Trust Officer(s) in team, including research and analysis of client...
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Paraplanner
2 months ago
Cape Town, South Africa CA Financial Appointments Full timeMy client within the wealth management sector, has an opportunity for a Paraplanner to join their growing team in Cape Town. The role will provide technical support to a number of Trust Officers within the team. Responsibilities: Provide investment planning technical support to Trust Officer(s) in team, including research and analysis of client portfolios...
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Paraplanner
4 weeks ago
Cape Town, South Africa CA Financial Appointments Full timeMy client within the wealth management sector, has an opportunity for a Paraplanner to join their growing team in Cape Town. The role will provide technical support to a number of Trust Officers within the team.Responsibilities:Provide investment planning technical support to Trust Officer(s) in team, including research and analysis of client...
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Paraplanner
4 weeks ago
Cape Town, South Africa CA Financial Appointments Full timeMy client within the wealth management sector, has an opportunity for a Paraplanner to join their growing team in Cape Town. The role will provide technical support to a number of Trust Officers within the team. Responsibilities: Provide investment planning technical support to Trust Officer(s) in team, including research and analysis of client portfolios...
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Paraplanner for An Investment Company
3 weeks ago
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Paraplanner
3 weeks ago
City of Cape Town, Western Cape, South Africa CA Financial Appointments Full timeMy client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town. **Responsibilities**: - Recording of client meeting minutes and deliverables - Preparation of financial plans and needs analysis according to internal processes - Communicate with relevant product providers to request required information - Complete client...
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Paraplanner
2 months ago
Cape Town, South Africa CA Financial Appointments Full timeMy client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town. Responsibilities: Recording of client meeting minutes and deliverables Preparation of financial plans and needs analysis according to internal processes Communicate with relevant product providers to request required information Complete client onboarding...
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Paraplanner
4 weeks ago
Cape Town, South Africa CA Financial Appointments Full timeMy client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town. Responsibilities: Recording of client meeting minutes and deliverables Preparation of financial plans and needs analysis according to internal processes Communicate with relevant product providers to request required information Complete client onboarding...
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Paraplanner
6 days ago
Cape Town, South Africa CA Financial Appointments Full timeMy client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town. Responsibilities:Recording of client meeting minutes and deliverablesPreparation of financial plans and needs analysis according to internal processesCommunicate with relevant product providers to request required informationComplete client onboarding form...
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Paraplanner - Southern Suburbs Cape Town
5 days ago
Cape Town, South Africa Conova Full timeOur client is a firm of Independent Financial Advisors, based in Southern Suburbs CT. They are looking for a Paraplanner and offering the opportunity to grow client interactions and put theory into practice. The Paraplanner will be responsible for supporting the financial planning practice and the practice’s Financial Planners with their servicing of...
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Junior Paraplanner | Claremont
7 days ago
Cape Town, South Africa The Recruitment Council Full timeTo provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyses to both prospective and existing clients of the business.Required Experience 3-5 years experience as a Paraplanner within wealth management, preparing detailed and complex proposals and financialneeds analyses for...
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Short-term Insurance Paraplanner
2 weeks ago
Cape Town, South Africa The Legends Group Full timeWe are looking for Dynamic independent Short-Term Insurance Paraplanners who are based around the Helderberg area, Cape Town, who specialise in supporting clients with holistic financial solutions designed to save clients money, gain greater benefits and build long-term wealth. The company provides Medical Aid, GAP Cover, Individual Risk Planning, Buy &...
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Paraplanner
2 months ago
Cape Town, South Africa HeadHunters Full time**Reference** - PE002239/RW**Location** - Western Cape, CPT - CBD**Salary Interval** - Monthly**Package** - None-negotiable**Description** **Our client in the Financial industry **is currently looking to employ** Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape Town).** **Suitably qualified person with previous experience...
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Paraplanner
2 weeks ago
Cape Town, South Africa HeadHunters Full time**Reference** - PE002380/RW**Location** - Western Cape, CPT - CBD**Salary Interval** - Monthly**Package** - None-negotiable**Description** **Our client in the Financial industry **is currently looking to employ** Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape Town).** **Suitably qualified person with previous experience...