Paraplanner

ParaplannerLocation:Pretoria East, GautengA leading insurance company dedicated to providing comprehensive financial solutions has a position available for a Paraplanner.Key Responsibilities: Conduct thorough research on insurance products, market trends, and regulatory requirements to stay informed and provide uptodate advice. Collaborate with financial...

_FINANCIAL PARAPLANNER, R25k neg, near Silverlakes_- OR CANIDATE WITH COMPLETED FINANCIAL PLANNING DEGREE WITHOUT EXPERIENCE - to be trained as a Paraplanner_- EXCELLENT CAREER OPPORTUNITY ☆☆☆Upmarket, well established company in the Financial Services Industry, requires the following:_.Bachelor's degree in finance, economics, accounting, or a related...

_FINANCIAL PARAPLANNER, R25k neg, near Silverlakes_- OR CANIDATE WITH COMPLETED FINANCIAL PLANNING DEGREE WITHOUT EXPERIENCE - to be trained as a Paraplanner_- EXCELLENT CAREER OPPORTUNITY ☆☆☆Upmarket, well established company in the Financial Services Industry, requires the following:_.Bachelor's degree in finance, economics, accounting, or a related...

Internal Advisor / Paraplanner (POS24138)FourwaysR to R per month plus commission and incentivesRequirements:MatricRE5 Minimum Requirement120 CreditsDegree or diploma within the financial services/insurance/ etc space3 years of previous Paraplanner experience2 years and above of Discovery Product experienceStrong experience in FNAsDuties:SALESAdvice on Life,...

_FINANCIAL PARAPLANNER, R25k neg, near Silverlakes_- EXCELLENT CAREER OPPORTUNITY ☆☆☆Upmarket, well established company in the Financial Services Industry, requires the following:_.Bachelor's degree in finance, economics, accounting, or a related field.3+ Years of experience in financial planning and analysis preferred.Prepare financial plans and...

Our client is scouting for an exceptional Paraplanner to provide technical support to all advisors and ensure effective operation of all advice processes within the company's investments.Roles and Responsibilities:Manage client relationships.Ensure client files comply with POPI, FICA, FAIS legislation requirements.Prepare financial needs analysis:Risk,...

Apply today for this is an incredible opportunity to join a rapidly growing, well-established family office and team as a Paraplanner and provide an efficient administrative support function to three Advisers. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after...

Internal Advisor Paraplanner SALESFollow 6 steps in Financial Planning including Needs Analysis. Interact with clients diligently and fairly. Adviceon Life,Investments,Retirement products with a view to upgrades. Maintain a minimum UPGRADE target of ____________per monthAssist with downgrades if required and only if necessaryAssist with marketing campaigns,...

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.Job description:PSG has an exciting...

**Paraplanner** Location**:Pretoria East, Gauteng** A leading insurance company dedicated to providing comprehensive financial solutions has a position available for a Paraplanner. Key Responsibilities: - Conduct thorough research on insurance products, market trends, and regulatory requirements to stay informed and provide up-to-date advice. -...

_**FINANCIAL PARAPLANNER, R25k neg, near Silverlakes**_ - **EXCELLENT CAREER OPPORTUNITY ☆☆☆Upmarket, well established company in the Financial Services Industry, requires the following**:_ .Bachelor’s degree in finance, economics, accounting, or a related field. 3+ Years of experience in financial planning and analysis preferred. - **OR CANIDATE...

_**FINANCIAL PARAPLANNER, R25k neg, near Silverlakes**_ - **OR CANIDATE WITH COMPLETED FINANCIAL PLANNING DEGREE (2023) WITHOUT EXPERIENCE - to be trained as a Paraplanner**_ - **EXCELLENT CAREER OPPORTUNITY ☆☆☆Upmarket, well established company in the Financial Services Industry, requires the following**:_ .Bachelor’s degree in finance, economics,...

Gauteng, Pretoria North - R 18 000 - R 22 000 Monthly Cost To Company (Market related) Paraplanner - Pretoria North, Gauteng Our client in the Financial Services sector is looking for an experienced Paraplanner to join their team. **_Role and responsibility:_** - Prepare & discuss client preparation with advisers well in advance. - “Astute” downloads...

Our client in the Financial Services sector is looking for an experienced Paraplanner to join their team. **_Role and responsibility:_** - Prepare & discuss client preparation with advisers well in advance. - "Astute" downloads & obtaining information from outside companies / Obtain all information that is still outstanding on file, policy, and PF...

_**FINANCIAL PARAPLANNER, R25k neg, near Silverlakes**_ - **EXCELLENT CAREER OPPORTUNITY ☆☆☆Upmarket, well established company in the Financial Services Industry, requires the following**:_ .Bachelor’s degree in finance, economics, accounting, or a related field. 3+ Years of experience in financial planning and analysis preferred. Prepare...

IntroductionA well-established financial planner in Pretoria East is looking for an experienced Assistant Paraplanner to join their company.Desired Experience & Qualification• Matric Qualification• BCom Degree (Required)• CFP - Diploma in Financial Planning (Advantage)• Can read and speak Afrikaans and English (Required)• Previous working...

My renowned client in Pretoria is seeking a suitably qualified Paraplanner to join their Wealth team in Pretoria. **Responsibilities**: - Financial Planning support - Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer’s needs, objectives and risk tolerance....

**Designation**: Paraplanner |Pretoria, Gauteng **Category**: Advisers **Job Level**: Semi-skilled and discretionary decision making **Posted by**: PSG Konsult **Posted on**: 11 Apr 2023 **Reference Number**: PSG-DW-VAC0158 **Closing date**: 15 Apr 2023 **Position Type**: Permanent **Location**: Pretoria **Overview**: **Job...

Synopsis:A leading financial planner in Pretoria is looking for a Wealth Advisor/ Assistant, with experience and knowledge in life and risk insurance - long term insurance to join their dynamic company.Job Description:Job Description/Duties:• Assisting Financial Planners in all their administrative tasks• Research product information• Prepare financial...

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply. **Job description**: PSG has an...