Paraplanner

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...

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...

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 -...

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...

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...

**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...

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...

A boutique wealth management firm in Johannesburg is looking for a Paraplanner. The role involves assisting Wealth Managers with administration, research, and client management tasks. Candidates should have strong financial planning knowledge and proficiency in analytical skills, along with relevant qualifications in finance or economics. This full-time...