Para-planner

RPO Recruitment is currently helping its clients in the search for a detail-oriented and analytical Para Planner to join a financial planning company located in Rondebosch. As a Para Planner, you will work closely with Financial Advisors to provide support in developing and implementing comprehensive financial plans for clients. Your strong knowledge of...

**Requirements**: - B.Com. Honours in Financial Planning. - Post Graduate Diploma in Financial Planning will be added advantage. - Certified Financial Planner® will be added advantage. - Minimum 2 years in a similar role. - Advanced computer literacy. - Experience in use of X-Plan as FNA tool would be an advantage. - Microsoft Office knowledge (Word,...

Our client, a prestigious financial services company is growing their Financial Planning team as a result of their increased market share and solid reputation. If you have aspirations of financial planning, the technical qualifications and knowledge but are not wanting to engage in the selling process related to client acquisition, this would be the ideal...

Draw investments and risk quotes. - Position in Century City - Submit new business and manage all related processes. - Manage existing business queries and keep advisor and client updated. - Work closely with Advice Consultants/Para-planners to draw and collate information required for Annual Review files. - Work closely with Advice Consultants/Para-planners...

PURPOSE OF POSITION ROLES AND RESPONSIBILITIES 1. Draw Investments and Risk quotes. 3. Submit new business and manage all related processes. 4. Manage existing business queries - and keep advisor and client updated. 5. Work closely with Advice Consultants/Para-planners to draw and collate information required for AnnualReview files. 6. Work closely with...

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...

Are you an experienced Production Planner looking for a new opportunity in Cape Town? Look no further! RPO Recruitment's client, in the packaging industry, is currently seeking a qualified and friendly Production Planner to join their team. In this role, you will be responsible for organizing production according to demand and quality standards, ensuring...

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...

Hire Resolve's client, a well-established company, is looking to hire a Planner for their company based in the Western Cape.As a Planner, you will be responsible for creating and maintaining detailed project schedules, coordinating with various teams, and ensuring that projects are completed within the allocated time frame.Responsibilities: Develop and...

Job Overview **Expiration date**: 24 March 2024 **Location**: Cape Town, Western Cape **Job Title**: Factory Planner **Education Level**: Diploma **Job Level**: Intermediate **Minimum Experience**: 3 - 5 Years Factory Planner job vacancy in Durbanville, Cape Town. We are seeking an experienced and dedicated Planner to join our team in Cape Town. As...

Our client in the High-End Retail Industry is looking for a Junior Planner to join their team. This position is required to work closely with the Retail planner and Merchandiser to analyse customer activity, forecast sales, select forward-trending merchandise and replenish stores optimally to maximise trading opportunities and minimise stock holdings in...

**Assistant Planner** **Position**: Assistant Planner **Department** : Supply Chain **Location**: Cape Town, Observatory **Reporting to** : Projects Office Manager **Purpose of the Role** Provide support to the demand planning team by working closely with the Demand Planner to analyse customer activity, forecast sales and stock management. **KEY...

**Summary of who we are looking for**: Construction Planner with 10 years experience gained on large infrastructure projects along with 5 years civil project experience **Current Team summary** Our Clients Service will be led by a Senior Claims Consultant/Senior Project Planner with extensive experience in renewable energy, Ground Transport Systems, Civil...

**Duties and Responsibilities**: - Continuously improve the demand forecast and drive forecast accuracy improvements - Maintaining and ensuring master data integrity across SAP, IBP, and relevant systems - Support, analysis, and reporting for S&OP Process, specifically Demand review meetings - KPI reporting and compiling presentation decks to relevant...

**Listing reference**: woolw_000816**Listing status**: Online- **Position summary** **Industry**:Wholesale & Retail Trade - **Job category**:Other: FMCG, Retail, Wholesale and Supply Chain**Location**:Cape Town - **Contract**:Permanent**EE position**:No**Introduction** - Develop and deliver integrated department merchandise planning strategies to meet...

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...

The Wealth Administrator's role is to ensure that all work related to long-term assurance, gap cover, medical aid, wellness programmes and investment administration is done efficiently and timeously in accordance with company and insurer guidelines. The Wealth Administrator will take instructions from the Financial Planner, Product Provider, Investment...

Location: Newlands, Cape Town, Western CapeRemuneration: R25 000.00 basic + commission A financial services client is looking for a financial planning professional to join their growing team of Investment Planners. The role is ideal for a financial professional with 3-5 years’ working experience in the area of financial planning and investment advice....

Factory Planner - Brackenfell R35 000 to R40 000 Per Month Extrusion company specializing in making irrigation piping seeks an experienced and dedicated Planner to join our team in Cape Town. As the Factory Planner, you will be responsible for all planning aspects within the Factory. You will work closely with the Supply Chain, Customer service and our...

An exciting and challenging new opportunity has become available at the Pepkor Speciality Support office, for a Store Planner Our team is looking for a confident, positive and resilient Store Planner who can think laterally and who has strong analytical and proven numerical abilities.  The successful candidate will be responsible for the store planning...