Paraplanner

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...

My client within the wealth management sector, has an opportunity for a Paraplanner to join their growing team in Cape Town. The role will provide technical support to a number of Trust Officers within the team.Responsibilities:Provide investment planning technical support to Trust Officer(s) in team, including research and analysis of client...

My client within the wealth management sector, has an opportunity for a Paraplanner to join their growing team in Cape Town. The role will provide technical support to a number of Trust Officers within the team. Responsibilities: Provide investment planning technical support to Trust Officer(s) in team, including research and analysis of client portfolios...

My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town. **Responsibilities**: - Recording of client meeting minutes and deliverables - Preparation of financial plans and needs analysis according to internal processes - Communicate with relevant product providers to request required information - Complete client...

My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town. Responsibilities: Recording of client meeting minutes and deliverables Preparation of financial plans and needs analysis according to internal processes Communicate with relevant product providers to request required information Complete client onboarding...

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 &...

**Designation**: Senior paraplanner | Stellenbosch, Western Cape **Category**: Administration and Operations **Job Level**: Semi-skilled and discretionary decision making **Posted by**: PSG Financial Services **Posted on**: 07 Mar 2024 **Reference Number**: POS08248 **Closing date**: 22 May 2024 **Position Type**: Permanent **Location**: R21...

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...

Requirements:Relevant investment/financial degree or diploma / qualification.Knowledge and experience in a financial/investment environment (minimum 3 - 5 years). At least 3 years work experience within a Financial Planning practice.Knowledge of Financial Planning principles including Estate, Retirement, Risk (Long-term) and Tax Planning.Knowledge of...

Requirements:Relevant investment/financial degree or diploma / qualification.Knowledge and experience in a financial/investment environment (minimum 3 - 5 years). At least 3 years work experience within a Financial Planning practice.Knowledge of Financial Planning principles including Estate, Retirement, Risk (Long-term) and Tax Planning.Knowledge of...

Sable International vacancy: Wealth Administrator **Location: Cape Town** Are you energetic, ambitious and looking to develop your career? Our Cape Town Sable Wealth department is looking to add a full-time Wealth Administrator to their team. We offer a dynamic and challenging environment where we achieve our business objectives and have fun doing it. We...

_PARAPLANNER CAPE TOWN_ - Join a wealth management company to provide administration support to senior financial advisor _ - You will be allocated a portfolio of clients to assist in_ - Processing transactions. - Dealing with clients directly, - Looking after accounts and support high level retirement and investment and financial planning - Minium...

Main Purpose of JobTo provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyses to both prospective and existing clients of the business.Required Experience 3-5 years experience as a paraplanner within wealth management, preparing detailed and complex proposals and financial needs...

Are you a skilled Wealth Manager seeking a rewarding career move? We have a fantastic opportunity with a leading Financial Services company, renowned for its commitment to excellence and client satisfaction. The role involves delivering comprehensive financial planning guidance to clients, ensuring a seamless and superior client service aligned with...