Paraplanner

Oracle Private Wealth is a dynamic and client-focused financial planning firm committed to delivering tailored financial solutions to our clients. We are seeking an experienced, skilled and detail-oriented Paraplanner to join our team and provide high-quality support to our financial advisor, assisting us in delivering exceptional client service.Role...

About the Role:We are looking for a skilled Paraplanner / Junior Financial Advisor to partner with our Lead Advisor in managing clients.The successful candidate will be responsible for preparing financial plans and reviews, attending to email queries, working with the investment administration team, and liaising with both the investment and life insurance...

Client SupportAssist financial advisors in preparing and maintaining client financial plans, ensuring their goals and objectives are met.Research & AnalysisConduct thorough research on financial products, investment opportunities, and tax regulations to provide accurate recommendations.DocumentationPrepare detailed reports, including cash flow analyses,...

About the Company:Pronel Personnel is a respected recruitment agency, specialising in financial services placements.We are committed to delivering exceptional service to our clients and candidates, and we are seeking a skilled Paraplanner / Junior Financial Advisor to join our team.The Successful Candidate Will Have:Minimum 3-5 years experience in financial...

Our client is looking for an experienced Paraplanner / Junior Financial Advisor to join their growing team.This role would suit an individual who loves financial planning. Partnering with the Lead Advisor, this would entail providing support in the management of clients - from preparing financial plans and reviews, attending to email queries, working with...

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...

**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...

My client in Rosebank is looking for a suitably qualified Paraplanner to join their successful team. Want to join a reputable FS team? Then please do apply. **Responsibilities** - Administration - Client Relationship Management - Investment analysis and proposal - Gather Policy information - Compile a summary of information - Research product information -...

**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...

**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...

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...

Join this Wealth Firm as a Paraplanner **Responsibilities**: - Administration - Client Relationship Management - Investment analysis and proposal - Gather Policy information - Compile a summary of information - Research product information - Prepare and implement investment proposals - Calculate tax/legal implications of investments - Cash flow and...

Our client a leading wealth firm, is looking for accomplished paraplanner to Identify client's financial planning needs and provide recommendations. You will be responsible for generating compliant and accurate new business and review reports for Financial Advisers & Wealth Manager - Good understanding of legislation governing investment markets (local and...

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...

**Duties**: - Make changes to clients’ investments as instructed - Implement the chosen investment strategies - Establish and build strong relationships with clients and attend client meetings with planner if required - Organize future planning meetings with client - Review investment portfolio, asset allocation, risk profile etc. **Education and...

Position: Para-planner / Associate Wealth Manager - CTC: Market related + bonuses. - **Duties**: - Office bound - client onboarding, para-planning and working with the wealth managers on financial plans, product research, charting and reporting, proposal writing, review writing, liaising with the client services team, and light administrative duties. -...

Key Responsibilities: Client Management: - Conduct comprehensive financial assessments to understand clients; current financial situations, goals, and aspirations. - Oversee and regularly review the portfolio of clients, adhering to established business protocols. - Deliver continuous service excellence to existing clients in line with service standards. -...