Wealth Paraplanner Assistant — Insightful Reports

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...

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...

Company DescriptionPangea 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...

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...

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. Responsibilities Consolidate and summarize all policies and investments. Prepare required financial...

Location: Sandton, JohannesburgJob Type: PermanentSalary: Market-related, based on total Cost to CompanyJob Description:We are seeking a highly skilled and experienced Paraplanner to join our Financial Advisory Services team. The successful candidate will be responsible for preparing written Records of Advice, performing calculations, and providing technical...

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...