Para-Planner/Paraplanner/New Business Assistant

RPO Recruitment is currently helping its clients in the search for a detail-oriented and analytical Para Planner to join a financial planning company located in Rondebosch. As a Para Planner, you will work closely with Financial Advisors to provide support in developing and implementing comprehensive financial plans for clients. Your strong knowledge of...

Our client, a market leader in the Financial Services sector, is looking for a Senior Paraplanner, based on Cape Town The main purpose of this role is to provide key support to a Financial Planner through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial well-beingDuties and...

Title:Para-Planner - Century City (CPT):Salary:Commensurate with experience)Description: Our client is a financial consultant wanting an experienced and dynamic Para-Planner to join their team. You will provide technical support to all advisors and ensure the effective operation of all advice processes within the organisation. ROLES AND RESPONSIBILITIES...

Our 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...

The purpose of the Para-planner role is:Provide technical support to all advisors and ensure effective operation of all advice processesROLES AND RESPONSIBILITIESManage client relationships.Ensure client files comply with POPI, FICA, FAIS legislation requirements.Prepare financial needs analysis: Risk, Pre-retirement and Post-retirement.Prepare investment...

Our client in the Belville area is seeking to employ a Report Writer/ Para Planner to assist financial advisors in the structuring of financial proposals.Analyse products and services that is appropriate to structure equitable proposals for financial clients.Key areas of responsibility:Duties include, but are not limited to:Assist with the coordination and...

Job Opportunity: Lead Generator/ParaplannerWealth Doctors Financial Services is hiring a Lead Generator/Paraplanner to join our dynamic teamIf you have a passion for lead generation, financial planning, and a drive to succeed, this is the perfect opportunity for youResponsibilities:Qualify leads and gather client informationSchedule appointments for...

Our Client is seeking a Wealth Administrative Assistant to play a vital role in supporting the smooth operation of our financial planning and investment services.Job Title: Wealth Administrative AssistantLocation: Cape TownSalary: Market-relatedClosing Date: End of June 2024Responsibilities Handling telephone communications, including both incoming and...

These jobs were popular with other job seekers Drake Personnel (SA) Pty Ltd - Cape Town Drake Personnel (SA) Pty Ltd - Cape Town My client is a leading Wealth Manager and needs a suitably qualified Wealth AdministratorResponsibilities:Information gathering via the Astute system for the Para-Planners and Private Wealth ManagersChase takeovers and send to...

Our Client is looking for a Wealth Administrative Assistant, you will play a crucial role in supporting the efficient operation of our financial planning and investment services.Job Title:Wealth Administrative AssistantLocation: Cape townSalary: Market relatedClosing date: End May 2024Responsibilities Handling telephone communications, including both...

Responsibilities: Assist in the preparation of financial plans and presentations for clients Conduct research and analysis on investments, insurance products, and financial planning strategies Prepare and maintain client financial planning and investment databases Maintain uptodate knowledge of financial planning, investment, and insurance products...

PURPOSE OF POSITIONROLES AND RESPONSIBILITIESDraw Investments and Risk quotes.Submit new business and manage all related processes.Manage existing business queries - and keep advisor and client updated.Work closely with Advice Consultants/Para-planners to draw and collate information required for AnnualReview files.Work closely with Advice...

PURPOSE OF POSITIONThe purpose of the Service Consultant role is to:Provide administrative support to all advisors in the Cape Town office and implement all clientservice-related processes within Gradidge-Mahura Investments. To assist with administrativesupport in other offices as need arise.ROLES AND RESPONSIBILITIESDraw Investments and Risk quotes.Submit...

Century CityProvide technical support to all advisors and ensure effective operation of all advice processesManage client relationships.Ensure client files comply with POPI, FICA, FAIS legislation requirements.Prepare financial needs analysis: Risk, Pre-retirement and Post-retirement.Prepare investment proposal documents.Review client portfolios and prepare...

We 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 &...

We 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 &...

Your role at ARC:As Assistant Planner, you will assist the Merchandise Executive to provide a balanced assortment of merchandise to achieve sales budgets, gross profit and gross profit percentage; provide assistance in working towards appropriate stock turn levels and increase overall market share; as well as provide administrative support to the merchandise...

Job category: Other: FMCG, Retail, Wholesale and Supply Chain Location: Cape Town Contract: Permanent EE position: No Introduction To deliver on-time allocations, accurate distribution of stock and maintenance of systems that optimise the delivery of the department's KPI's. Assist and support the Planner with administrative tasks and analysis. Develop and...

A good opportunity for a qualified Retail Planner with - 2 years experience in the Clothing Retail Industry.- Job Description_ Allocate stock from DC to customers stores, ensuring the correct quantities needed are sent based on the sales and stock levels in each store. Ensure stock arrives on time and stock levels do not drop below minimum display quantities...

Department PurposeBuild on-time, compliant, quality and profitable projects whilst ensuring robust client relationships and repeat business.Role Purpose and Key Performance Areas The purpose of the role of Planner is to ensure that a programme is delivered at Tender Stage that reflects the complexity of the tendered project, including the pricing of P&G...