Paraplanner – Financial Planning

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 -...

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...

Exciting Opportunity: Paraplanner position reporting to one of the Financial Planners in our team Are you passionate about finance and committed to making a meaningful impact on clients’ lives? We’re looking for a dedicated and detail-oriented Paraplanner to support one of our experienced Financial Planners in the Sandton Area. Role Overview Collaborate...

Exciting Opportunity : Paraplanner position reporting to one of the Financial Planners in our team Are you passionate about finance and committed to making a meaningful impact on clients' lives? We're looking for a dedicated and detail-oriented Paraplanner to support one of our experienced Financial Planners in the Sandton Area. Role Overview Collaborate...

Exciting Opportunity: Paraplanner position reporting to one of the Financial Planners in our teamAre you passionate about finance and committed to making a meaningful impact on clients' lives? We're looking for a dedicated and detail-oriented Paraplannerto support one of our experienced Financial Planners in the Sandton Area.Role OverviewCollaborate closely...

Paraplanner Opportunity We''re looking for a highly skilled Paraplanner to join our team. The ideal candidate has strong report writing and analytical skills, along with a Post Graduate Diploma in Financial Planning. You''ll prepare Records of Advice and financial plans, conduct technical analyses, and work with Wealth Managers. Knowledge of FAIS/FICA...

**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...

A leading financial planning firm in Johannesburg is seeking a National Recruitment Leader. The role involves partnering with financial advisors to diversify income streams and provide holistic financial advice. Candidates should have a minimum of 3 years in Financial Services and relevant qualifications. This full-time position offers competitive commission...

Company Description Pangea Wealth is a boutique wealth management firm licensed by the Financial Sector Conduct Authority. Our dedicated team of experienced professionals provides tailored financial solutions to help clients grow wealth, protect their lifestyle, and build a legacy. We are committed to offering long-term financial peace of mind, fostering...

Pangea Wealth is a boutique wealth management firm licensed by the Financial Sector Conduct Authority. Our dedicated team of experienced professionals provides tailored financial solutions to help clients grow wealth, protect their lifestyle, and build a legacy. We are committed to offering long-term financial peace of mind, fostering lasting generational...