Paraplanner

Independent investment management and wealth advisory business offering their services to a host of industries, looking to employ a Paraplanner. In this role you will be responsible for preparing and implementing recommendations and maintaining client files amongst other tasks. If you are looking to grow your career as a Paraplanner this opportunity is for...

The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients.This is a 1 year fixed term contract. The Paraplanner is required to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business Development Manager when necessary. The...

The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients.This is a 1 year fixed term contract. The Paraplanner is required to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business Development Manager when necessary. The...

Purpose of role: Financial Planning Partner & Partner Operations Manager (matrix reporting lines); Strong liaison to Regional Business Development ManagerThe Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. The Paraplanner is required to collaborate very closely with the Financial...

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...

Senior Financial Advisor - ParaplannerAbout the Opportunity:We are seeking an experienced Senior Financial Advisor to lead our Paraplanning Team. As a Senior Financial Advisor, you will be responsible for delivering exceptional client service and leading the development of our Paraplanning strategy.Key Responsibilities:Strategic Leadership:Lead the...

Financial Planning SpecialistAbout the Job:We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at Headhunters. As a Financial Planning Specialist, you will be responsible for preparing comprehensive financial plans for clients and providing exceptional client service.Responsibilities:Financial Planning:Prepare...

Key Responsibilities:Prepare and collate new client onboarding documentation.Oversee the management and updating of client CRM profile.Liaise with external and internal providers on client specific queries and implementation of instructions.Resolve and manage admin related queries or issues with clients directly on behalf of the Wealth ManagerManage the...

This position is for a financial advisor managing an existing portfolio for a fixed salary.Your:Formal Education:BComPost Graduation Diploma in Financial PlanningCFP AccreditationRE QualificationExperience:± 5 years in a Wealth Management, Paraplanner, or Financial Advisory role.Verbal and written communication, in English and Afrikaans, at all levelswill...

This position is within a Well Established company, with national footprint, for a financial advisor managing an existing portfolio for a fixed salary.Your:Formal Education:BComPost Graduation Diploma in Financial PlanningCFP AccreditationRE QualificationExperience:± 5 years in a Wealth Management, Paraplanner, or Financial Advisory role.Verbal and written...

Requirements: 4-5 years in the financial services industry.Relevant tertiary education or courses.Exposure to financial planning.Financial Services Industry.Understanding of FAIS and FICA legislation.Financial planning fundamentals and product knowledge.Computer skills: Microsoft Office (Excel, Word, Outlook and PowerPoint essential); SharePoint.XPlan; IWP...

Lovely opportunity available for a Paraplanner to join a successful growing practice and support the Principal in their exciting growth phase! **Responsibilities**: - Gather required client information and supporting documentation - Assist with client financial needs analysis (FNA) - Manage mailbox and client communication **Requirements**: - Minimum of...

**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 **Minimum requirements**: - Higher Certificate In Financial Planning (NQF5) or similar industry related...

Oranjezicht, Cape Town - Accounting/Finance** Paraplanner | Assistant to Investment Advisor (JB1681)** Oranjezicht, Cape Town R20 - 30 000 per month Cost to Company Annual incentives Duration: Permanent Suitably qualified Paraplanner with previous experience providing Technical Financial Planning support to Advisers and Wealth Managers required to join an...

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 HIRING! **Financial advisor portfolio assistant / Paraplanner / Portfolio Analyst** A well-known, reputable and established Insurance company in Durbanville is currently seeking to fill the lucrative role of a Paraplanner for a Senior Financial Advisor of the company. This is your golden opportunity to be a part of a firm that offers expert...

Our client, a UK based company is looking for an Insurance Administrative Officer / Paraplanner to join their highly effective and professional team in Cape Town. **Function**: To assist financial advisors with administrative services in their investment practice based in the UK and South Africa. Take responsibility for the delivery of professional...

**REQUIREMENTS**: - Matric, Tertiary education advantageous - Own vehicle - Proficient in Word and Excel - Confidentiality, honesty and integrity is of upmost importance - Take responsibility of all aspects of the required duties - Effective communication skills - Financial acumen - figure literate - High attention to detail and accuracy - Ability to work...

**Western Cape** **,** **Cape Town** **R 25000** - **R 30000** **Monthly** **An investment management firm based in Cape Town is looking for a dynamic individual to join the team as Para-planner / Assistant to Investment Advisor to join their team.** **REQUIREMENTS**: - Relevant investment/financial Degree - Knowledge and experience in a financial...

**About the role** **Minimum Requirements**: - South African Citizen - Tertiary Education (Advantageous) - Clear credit and criminal record. - Valid Driver’s Licence and Own Vehicle - Self-motivated and well-networked. - Excellent Communication Skills **Responsibilities** - Client Administration - Client communication - written and spoken - Management...

**Job Requisition** - REQ 120484**Job Location** - Cape Town- Leadership Pipeline- Manage Self: Operational **Job Purpose** - To offer administrative service and support to internal and external clients in order to achieve the Nedbanks goal of offering a world class service. **Responsibilities**: - Contribute to a culture conducive to the achievement 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...

Admin Assistant - Financial Advisory Our client is an independent and authorised financial services provider, aiming to provide clients with financial advice that takes into account a holistic view of their financial objectives, requirements and circumstances. PURPOSE: This role entails assisting the Financial Advisor with the processing of all financial...

ADMINISTRATIVE ASSISTANT an independent and authorised financial services provider, aiming to provide clients with financial advice that takes into account a holistic view of their financial objectives, requirements and circumstances. **PURPOSE**: This role entails assisting the Financial Advisor with the processing of all financial administration for new...

**_Job summary: _** 1) To assist financial advisors in the structuring of financial proposals 2) Analyse products and services that is appropriate to structure equitable proposals for financial clients. **Key areas of responsibility**: Duties including but not limited to: - Assist with the coordination and implementation of the paraplanning processes and...

_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...

**Responsibilities**: - Check and maintain the existing Client File - Meet the Client - Prepare Recommendations - Implementing Recommendations **Requirements**: - You are appropriately qualified (B Com, CFP, CA(SA)) - You have 1‐3 years’ experience in wealth management dealing directly with clients - You are a nurturing individual that is happy in a...

Sagen Advisory recruitment company is recruiting passionate Financial Planners, of all levels. Our client, based in Durbanville, and Stellenbosch, Cape Town, is rapidly expanding and has exciting roles open that offer tremendous growth opportunities. Whether you're a seasoned professional or just starting your Financial Advising career, our clients provide...