Paraplanner

Are you a skilled paraplanner seeking new opportunities? Our reputable client, a leading firm in the financial industry, is currently expanding its team and seeking a talented individual to join their ranks. With a commitment to excellence and a dedication to providing top-tier financial solutions, this company offers a dynamic work environment where your...

Are you a skilled paraplanner seeking new opportunities? Our reputable client, a leading firm in the financial industry, is currently expanding its team and seeking a talented individual to join their ranks. With a commitment to excellence and a dedication to providing top-tier financial solutions, this company offers a dynamic work environment where your...

INTERNAL VIRTUAL ADVISOR PARAPLANNEROur client is looking for a VIRTUAL ADVISOR PARAPLANNER to join their team, our client is in the Financial Planning and Wealth Management Industry, they are based in Blair Athol and will be moving offices to Fourways in August 2023.Duties and Responsibilities and Performance Outcomes Sales Presentations and negotiations...

Job Purpose:This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Paraplanner to 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...

OverviewInternal Advisor Paraplanners RandburgSALESFollow 6 steps in Financial Planning including Needs Analysis. Interact with clients diligently and fairly. Adviceon Life,Investments,Retirementproductswithaviewtoupgrades.Maintain a minimum UPGRADE targetAssist with downgrades if required and only if necessaryAssist with marketing campaigns, Network and...

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, Network and obtain referrals and...

R R30 000 pmJob Summary: We are seeking an exceptional Elite Internal Paraplanner with a passion for financial planning to join our esteemed team. The ideal candidate will play a pivotal role in supporting our financial advisors and ensuring the delivery of high-quality financial plans to our clients. This is an exciting opportunity for a motivated...

**JOB TITLE Service Consultant**REPORTING TO Service Manager**OFFICE Century City, Cape Town**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 client service-related processes within Gradidge-Mahura Investments. To assist with administrative support in...

Qualifications and Experience Life Insurance. Retirement. Investments. Paraplanning / Financial Needs Analysis / Estate Planning. New Business Administration. Preparation of quotes. Compliance. Wills and Trusts. Servicing of existing client base. Setting up of appointments. REs would be preferable.Duties and responsibilities: Knowledge in one or all the...

Company is looking for experienced life and investment financial advisors to be based in Durban. Company offers the following:ü Provision of office space and full infrastructure for financial advisorsü Full suite of administration services, i.e. new business finalisation, client services and client retention mechanismsü Telephony services, i.e. internet,...

To find out more, click Apply or head on over to Crayon to review the full spec and apply How you'll roleAs a Paraplanner, you will prepare and maintain client files, implement recommendations, and review compliance paperwork. This includes compiling paperwork for financial needs analysis, drafting statements, and identifying planning opportunities. You will...

SALESFollow 6 steps in Financial Planning including Needs AnalysisInteract with clients diligently and fairlyAdvice on Life, Investments, Retirement products with a view to upgradesMaintain a minimum UPGRADE target per monthAssist with downgrades if required and only if necessaryAssist with marketing campaigns, Network and obtain referrals and leads, follow...

Internal Advisor Para planner. R R30 000 pmSALESFollow 6 steps in Financial Planning including Needs Analysis. Interact with clients diligently and fairly. Advice on 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...

**Job Number** - 69435 **Job Type** - Permanent **Job Title** - Paraplanner **Computer Skills** - MS Office **Industry** - Financial Services **City** - Johannesburg **Province** - Gauteng - Responsibilities: - Portfolio analysis - Portfolio management assistance - Report generation - Proposal generation - Pre-meeting assistance to a wealth...

Our client is scouting for an exceptional Paraplanner to join their team and provide key support to Wealth Managers through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial wellbeing. **Responsibilities**: - Preparation of Records of Advice for both Local and Offshore Investments...

Are you a skilled Senior Paraplanner seeking new challenges and growth opportunities? Our client, who is a prominent Financial Services company, has an exceptional position available as a Senior Paraplanner. You will need to provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyzes to...

We are recruiting for a **Senior PARAPLANNER** for our client within the Financial Services Industry. Role is based in Midrand and Randpark Ridge. **Requirements**: - Re5 - minimum requirement - Degree or diploma within the financial services/insurance/ etc space - 3 years of previous Paraplanner experience - 3 years and above of Discovery Products (ALL of...

Are you a meticulous and detail-oriented professional with a passion for financial planning? An exciting opportunity awaits you with one of the top players in the financial services industry! Our client is currently recruiting for a Paraplanner to join a prestigious financial services company. **Responsibilities**: Your primary duties will be as a...

**Job Number** - 70572 **Job Type** - Permanent **Job Title** - Paraplanner / Administrator **Computer Skills** - MS Excel **Industry** - Financial Services **City** - Johannesburg **Province** - Gauteng - Roles/responsibilities all specific to financial planning: - Direct assistance to the financial planner team - General office duties - Pre-meeting...

**Job Number** - 71120 **Job Type** - Permanent **Job Title** - Paraplanner **Computer Skills** - MS Office **Industry** - Financial Services **City** - Johannesburg **Province** - Gauteng **Job duties and responsibilities**: - Prepare client proposals - Prepare all paperwork for new client acquisitions as well as annual reviews - Valuation...

**How you'll role** As a Paraplanner, you will prepare and maintain client files, implement recommendations, and review compliance paperwork. This includes compiling paperwork for financial needs analysis, drafting statements, and identifying planning opportunities. You will research solutions, collaborate with advisors, manage portfolios, and organise...

**Paraplanner** Reputable Wealth Mgt / Financial Advisory business seeks organised, professional and client orientated indiv. Pivotal role to assist in providing sound financial advice to clients. Prepare records of Advice and perform calculations on behalf of Wealth Managers / Financial Advisors. Assist in monitoring the para planning...

Are you a skilled paraplanner seeking new opportunities? Our reputable client, a leading firm in the financial industry, is currently expanding its team and seeking a talented individual to join their ranks. With a commitment to excellence and a dedication to providing top-tier financial solutions, this company offers a dynamic work environment where your...

My client based in Rosebank in Gauteng is seeking a Senior Paraplanner to join their successful team. **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. All...

Are you a skilled paraplanner seeking new opportunities? Our reputable client, a leading firm in the financial industry, is currently expanding its team and seeking a talented individual to join their ranks. With a commitment to excellence and a dedication to providing top-tier financial solutions, this company offers a dynamic work environment where your...

Job Purpose: This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Paraplanner to 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...

**Overview** **Internal Advisor Paraplanners Randburg** SALES Follow 6 steps in Financial Planning including Needs Analysis. Interact with clients diligently and fairly. Adviceon Life,Investments,Retirementproductswithaviewtoupgrades.Maintain a minimum UPGRADE target Assist with downgrades if required and only if necessary Assist with marketing...

SALES Follow 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 month Assist with downgrades if required and only if necessary Assist with marketing campaigns, Network and obtain referrals...

R25000 - R30 000 pm Job Summary: We are seeking an exceptional Elite Internal Paraplanner with a passion for financial planning to join our esteemed team. The ideal candidate will play a pivotal role in supporting our financial advisors and ensuring the delivery of high-quality financial plans to our clients. This is an exciting opportunity for a motivated...

An exciting opportunity exists for a suitably qualified individual in the Wealth space. **Responsibilities**: - Perform comprehensive research and analysis of client portfolios, understand the individual balance sheets - Assist with financial planning, liaise with Wealth Managers for information on client portfolios - Produce investment proposals based on...

Qualifications and Experience - Life Insurance. - Retirement. - Investments. - Para-planning / Financial Needs Analysis / Estate Planning. - New Business Administration. - Preparation of quotes. - Compliance. - Wills and Trusts. - Servicing of existing client base. - Setting up of appointments. - REs would be preferable. Duties and responsibilities: -...

Company is looking for experienced life and investment financial advisors to be based in Durban. Company offers the following: ü Provision of office space and full infrastructure for financial advisors ü Full suite of administration services, i.e. new business finalisation, client services and client retention mechanisms ü Telephony services, i.e....

Company is looking for experienced life and investment financial advisors to be based in Durban. Company offers the following:ü Provision of office space and full infrastructure for financial advisorsü Full suite of administration services, i.e. new business finalisation, client services and client retention mechanismsü Telephony services, i.e....