Paraplanner

{"h1": "Paraplanner Job Description", "p": "We are seeking an experienced Paraplanner to join our team at The Globevest Group. As a Paraplanner, you will be responsible for preparing new business cases for Private Wealth Managers, ensuring compliance with industry regulations. Your duties will include recording client meeting minutes, preparing financial...

{"h1": "Paraplanner Job Description", "p": "We are seeking an experienced Paraplanner to join our team at The Globevest Group. As a Paraplanner, you will be responsible for preparing new business cases for Private Wealth Managers, ensuring compliance with industry regulations. Your duties will include recording client meeting minutes, preparing financial...

{"h1": "Paraplanner Job Description", "p": "We are seeking an experienced Paraplanner to join our team at The Globevest Group. As a Paraplanner, you will be responsible for preparing new business cases for Private Wealth Managers, ensuring compliance with industry regulations. Your duties will include recording client meeting minutes, preparing financial...

{"h1": "Paraplanner Job Description", "p": "We are seeking an experienced Paraplanner to join our team at The Globevest Group. As a Paraplanner, you will be responsible for preparing new business cases for Private Wealth Managers, ensuring compliance with industry requirements. Your duties will include recording client meeting minutes, preparing financial...

Job Title: ParaplannerWe are seeking an experienced Paraplanner to join our team at The Globevest Group. As a Paraplanner, you will play a crucial role in supporting our Private Wealth Managers in preparing new business cases, ensuring compliance with industry requirements.Key Responsibilities:Prepare financial plans and needs analysis in line with internal...

Job Opportunity: Lead Generator/Paraplanner Wealth Doctors Financial Services is hiring a Lead Generator/Paraplanner to join our dynamic team! If you have a passion for lead generation, financial planning, and a drive to succeed, this is the perfect opportunity for you! **Responsibilities**: Qualify leads and gather client information Schedule...

The Role The paraplanner is able to join a well established fast growing company The Paraplanner will provide efficient admin support to the brokers In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in high level retirement/investment and...

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...

Salary: Market related Location: Cape Town Job type: Permanent Industry: Financial Services / Wealth Management Reference Number: RDT.C.PP.12082024 COMPANY DESCRIPTION: Our client, a leader within the Financial Services / Wealth Management sector is looking for an experienced Paraplanner to join their team. JOB DESCRIPTION: Preparation of New Business cases...

The Paraplanner is a specialist role primarily responsible for producing the financial plan (estate liquidity and investment planning) to meet the clients needs. The Paraplanner needs expertise in risk products and strategies, investment products and strategies, regulation and tax implications. In addition, a thorough knowledge of product features,...

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...

We are seeking a highly motivated and proactive Short-Term Insurance Paraplanner to join our team at West Coast Personnel in Somerset West.Key Responsibilities:We are looking for a bilingual candidate who resides in the Helderberg area and possesses a positive attitude towards achieving sales targets.Requirements:Bilingual applicants who live in the...

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...

Paraplanner Cape Town, Remote. R200 000 to R400 000 per year. The UK-based company seeks 1 Junior and 1 Senior Para Planner to act as a key individual within the business by providing comprehensive report writing and technical analysis to enable the company to deliver compliant and accurate advice to clients, whilst playing a key role in helping to evolve...

A new opportunity has arisen within our client's Financial Planning team. The Paraplanner will provide crucial technical support to a Trust Officer (Financial Advisor) and their assistant, contributing to client portfolio analysis, advisory support, and investment planning.Key Responsibilities:Conduct research and analysis on client investment portfolios to...

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...

To 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 financialneeds analyses for...

**Reference** - PE002380/RW**Location** - Western Cape, CPT - CBD**Salary Interval** - Monthly**Package** - None-negotiable**Description** **Our client in the Financial industry **is currently looking to employ** Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape Town).** **Suitably qualified person with previous experience...

**Reference** - PE002239/RW**Location** - Western Cape, CPT - CBD**Salary Interval** - Monthly**Package** - None-negotiable**Description** **Our client in the Financial industry **is currently looking to employ** Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape Town).** **Suitably qualified person with previous experience...

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 &...