Paraplanner for Wealth

Job Description Warwick is an international investment house, known as ‘The Investment Specialists’, with a strong focus on unique products designed for quality investment services. Established in 2002, Warwick operates locally and internationally, ensuring client needs are met from day one. The company offers a diverse range of professional products...

**The Wealth Network**, a dynamic team and a juristic representative of Discovery is seeking an innovative **Paraplanner**. We are not just in search of experience; we are looking for a strategic thinker who excels in the meticulous administration of client portfolios and thrives on enhancing our service delivery through proactive client management and...

Overview Location: Durban, South Africa Salary: Market Related SUMMARY: Paraplanner | Durban POSITION INFO: Main purpose of the job: Provide key support to the Financial Planner through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial wellbeing. Responsibilities Preparation of...

Business Unit - Nedbank Private and Wealth - High Net Worth Closing Date - 19 November 2025 Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups Job Family Investment Banking Manage Others (MO) FAIS Affected FAIS Affected - Yes Job Purpose To manage clients wealth needs through an ongoing advisory process to...

This role requires an individual with a deep sense of accountability, strong compliance awareness, and exceptional multitasking ability, within a fast-paced, client-centric environment.Key Responsibilities:Provide administrative support to the Wealth Managers, including scheduling, diary management, meeting coordination, and travel arrangements.Maintain...

Main purpose of the jobProvide key support to the Financial Planner through professional, in-depth research and preparationof best practice solutions for client wealth creation and holistic financial wellbeing. Key responsibilities Preparation of Records of Advice for both Local and Offshore Investments and Long-TermAssurance Preparation of Financial...