Senior Paraplanner – Estate

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...

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...

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....

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 financial services company in Pretoria is seeking a dedicated Para Planner to support Wealth Planners. Responsibilities include preparing financial analyses, drafting estate reports, and liaising with stakeholders. Candidates should have a Bachelor's degree in Finance or related fields and at least one year of estate planning experience. This role requires...

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. It will enable you to execute the following duties:ResponsibilitiesConsolidate and summarize all...