Paraplanner

Internal Advisor / Paraplanner (POS24138)FourwaysR 15 000 to R 22 000 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...

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 FNA'sDuties:SALESAdvice on...

Internal Advisor / Paraplanner (POS24138)FourwaysR 15 000 to R 22 000 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...

Internal Advisor / Paraplanner (POS24138)FourwaysR 15 000 to R 22 000 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...

Internal Advisor / Paraplanner (POS24138)FourwaysR 15 000 to R 22 000 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...

Attention Wealth Management ProfessionalsOur client is currently seeking a highly motivated and experienced Wealth Advisor / Wealth Paraplanner to join their dynamic team. As a Wealth Advisor / Wealth Paraplanner, you will be responsible for acquiring and managing a portfolio of high net worth clients, while providing exceptional financial planning and...

OF TASKSComplete work requests (including the preparation of written Records of Advice, technical calculations and technical advice) on behalf of Wealth managers/ advisors as per company policies and proceduresReview all financial information on Elite Wealth or load new information Assist with co-ordination, prioritisation and monitoring of paraplanning work...

Required Experience: Independent advisory In the investment and life insurance space Employee benefits scheme administration

Required Experience: Independent advisory In the investment and life insurance space Employee benefits scheme administration