Paraplanner

Forming part of a respected and established Financial services firm, that offers wealth, fiduciary and business solutions, the PARAPLANNER will primarily be responsible for supporting and assisting financial planners. With the long term goal of becoming a Financial Advisor, the Paraplanner will be a financial expert with specific responsibilities including:...

A highly successful Wealth Management company is seeking a Paraplanner to join their Umhlanga branch. If you have the criteria, don't hesitate to apply.Responsibilities: Support to financial planning team Prepare all relevant documents, ensuring compliance, polices and procedures are met and followed Prepare statements Evaluate customer portfolio's, ensuring...

The Wealth Network, a dynamic team and a juristic representative of Discovery is seeking an innovative Paraplanner. We are not just in search of experience; we are looking for a strategic thinker who excels in the meticulous administration of client portfolios and thrives on enhancing our service delivery through proactive client management and operational...

My client is seeking a young professional Paraplanner who is a finance expert. The primary role will be to support and assist financial planners. The candidates goal for the long term will be to become aFinancial Advisor. The position is based in Durban North.Job purpose/mandateThe candidate will assist financial planners and advisers with their daily job...

**Position**: ParaPlanner - Financial Planning **Location**: Kloof, Durban **About the role**: The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. **Responsibilities**: - The Paraplanner is required to collaborate very closely with the Financial Planning Partner and Assistant,...

A highly successful Wealth Management company is seeking a Paraplanner to join their Umhlanga branch. If you have the criteria, don't hesitate to apply. **Responsibilities**: - Support to financial planning team - Prepare all relevant documents, ensuring compliance, polices and procedures are met and followed - Prepare statements - Evaluate customer...

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...

Forming part of a respected and established Financial services firm, that offers wealth, fiduciary and business solutions, the PARAPLANNER will primarily be responsible for supporting and assisting financial planners.   With the long term goal of becoming a Financial Advisor, the Paraplanner will be a financial expert with specific responsibilities...

Forming part of a respected and established Financial services firm, that offers wealth, fiduciary and business solutions, the PARAPLANNER will primarily be responsible for supporting and assisting financial planners. With the long term goal of becoming a Financial Advisor, the Paraplanner will be a financial expert with specific responsibilities...

Forming part of a respected and established Financial services firm, that offers wealth, fiduciary and business solutions, the PARAPLANNER will primarily be responsible for supporting and assisting financial planners. With the long term goal of becoming a Financial Advisor, the Paraplanner will be a financial expert with specific responsibilities including:...

Forming part of a respected and established Financial services firm, that offers wealth, fiduciary and business solutions, the PARAPLANNER will primarily be responsible for supporting and assisting financial planners. With the long term goal of becoming a Financial Advisor, the Paraplanner will be a financial expert with specific responsibilities...

Overview (Area:) La Lucia Ridge (Salary:) Market Related (Ref: AG) Our client seeks to appoint an experienced Junior Paraplanner. This position is client facing and supports the business principal. Must have an RE 5 and at least 3-5 years’ experience in a similar position.

My client is seeking a young professional Paraplanner who is a finance expert. The primary role will be to support and assist financial planners. The candidates goal for the long term will be to become aFinancial Advisor. The position is based in Durban North. Job purpose/mandate The candidate will assist financial planners and advisers with their daily job...

My client is seeking a young professional Paraplanner who is a finance expert. The primary role will be to support and assist financial planners. The candidates goal for the long term will be to become aFinancial Advisor. The position is based in Durban North.Job purpose/mandateThe candidate will assist financial planners and advisers with their daily job...

My client is seeking a young professional Paraplanner who is a finance expert. The primary role will be to support and assist financial planners. The candidates goal for the long term will be to become aFinancial Advisor. The position is based in Durban North.Job purpose/mandateThe candidate will assist financial planners and advisers with their daily job...

**The Wealth Network**, a dynamic team and a juristic representative of Discovery is seeking an innovative **Paraplanner**. We are not just in search of experience; we are looking for a strategic thinker who excels in the meticulous administration of client portfolios and thrives on enhancing our service delivery through proactive client management and...

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 research,...

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...

Overview (Area:) La Lucia Ridge (Salary:) Market Related (Ref: AG) Our client seeks to appoint an experienced Wealth Administrator/Junior Paraplanner. This position is client facing and supports the business principal. Must have an RE 5 and at least 3-5 years’ experience in a similar position.

KwaZulu Natal, Durban - 12 000 basic salary (Group life, funeral fund, dreaded disease cover + bonuses) **Requirements**: - Postgraduate qualification- Previous experience in the Insurance industry- Excellent written and verbal communication- Computer literate- Target drivenFor more information please contact: - Tess Robertson

KwaZulu Natal, Durban - 12 000 basic salary (Group life, funeral fund, dreaded disease cover + bonuses) **Requirements**: - Postgraduate qualification- Previous experience in the Insurance industry- Excellent written and verbal communication- Computer literate- Target drivenFor more information please contact: - Tess Robertson

Company is looking for experienced life and investment financial advisors to be based in Umhlanga. 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 Umhlanga.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....

Company is looking for experienced life and investment financial advisors to be based in Umhlanga. 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....