Paraplanner: Wealth Planning

Duties & Responsibilities An established company within the financial sector is seeking to hire a highly skilled and experienced Paraplanner to join their team. This is an excellent opportunity for an individual with strong analytical skills and the ability to liaise with stakeholders. Responsibilities Consolidate and summarize all policies and investments....

A financial services company in South Africa is seeking a highly skilled Paraplanner to join their team. The role requires a financial qualification and strong analytical skills. Responsibilities include consolidating policies, preparing financial calculations, and liaising with stakeholders. Excellent communication skills in English and Afrikaans are...

A financial services company in Gauteng is seeking a highly skilled Paraplanner to join their team. This role requires expertise in estate planning and strong analytical skills, with responsibilities including the preparation of financial analyses and investment reports. The ideal candidate will hold a financial qualification and possess advanced skills in...

Job Classification Requisition Melissa Cloete Business Unit - Nedbank Private and Wealth : High Net Worth Location - Nedbank - Menlyn Office Pretoria Closing Date 19 November 2025 Employment Equity Statement Preference will be given to Applicants from Underrepresented Groups Job Family Investment Banking Career Stream Advisory Leadership Pipeline Manage...

An established company within the financial sector is seeking to hire a highly skilled and experienced Paraplanner to join their team. This is an excellent opportunity for an individual with strong analytical skils and the ability to liaise with stakeolders. Your:Education:A financial qualification is essential (e.g. B Com finance, accounting, investment...

An established company within the financial sector is seeking to hire a highly skilled and experienced Paraplanner to join their team. This is an excellent opportunity for an individual with strong analytical skils and the ability to liaise with stakeolders. Your: Education: A financial qualification is essential (e.g. B Com finance, accounting, investment...

An established company within the financial sector is seeking to hire a highly skilled and experienced Paraplanner to join their team. This is an excellent opportunity for an individual with strong analytical skills and the ability to liaise with stakeholders. Qualifications Education: A financial qualification is essential (e.g. B Com finance, accounting,...

An established company within the financial sector is seeking to hire a highly skilled and experienced Paraplanner to join their team. This is an excellent opportunity for an individual with strong analytical skills and the ability to liaise with stakeholders. Education A financial qualification is essential (e.g. B Com finance, accounting, investment...

A leading financial services firm based in Pretoria is seeking a highly skilled Paraplanner to join their team. Responsibilities include consolidating financial policies, preparing financial calculations, and liaising with stakeholders to provide comprehensive estate and investment analyses. The ideal candidate should have strong analytical abilities and...

Job ClassificationRequisition Melissa CloeteBusiness Unit - Nedbank Private and Wealth : High Net WorthLocation - Nedbank - Menlyn Office, PretoriaClosing Date - 19 November Employment Equity Statement - Preference will be given to Applicants from Underrepresented GroupsJob FamilyInvestment BankingCareer StreamAdvisoryLeadership PipelineManage Others...