Lead-Gen Paraplanner for Financial Advisors

A leading African financial services organization is seeking a Support Paraplanner based in Cape Town. The role involves generating leads for Financial Advisors, sourcing new business, and maintaining customer relationships through telephonic outreach. Strong communication and customer focus are essential. This position provides an opportunity to contribute...

Independent investment management and wealth advisory business offering their services to a host of industries, looking to employ a Paraplanner. In this role you will be responsible for preparing and implementing recommendations and maintaining client files amongst other tasks. If you are looking to grow your career as a Paraplanner this opportunity is for...

Job DescriptionIndependent investment management and wealth advisory business offering their services to a host of industries, looking to employ a Paraplanner. In this role you will be responsible for preparing and implementing recommendations and maintaining client files amongst other tasks. If you are looking to grow your career as a Paraplanner this...

Wealth Associates is seeking a Paraplanner to join our Financial Planning team in Tokai, Cape Town. This role is central to supporting Advisors, enhancing client outcomes, and ensuring smooth delivery of our advisory processes. You'll work closely with Advisors, providing technical expertise, research, and administrative support to deliver tailored financial...

About the opportunity We're not hiring for one specific role – we're hiring for you. If you're an experienced Financial Advisor, Paraplanner, or Wealth Manager and you're open to exploring new career opportunities, we'd love to connect. We work with leading businesses – from independent advisory firms to established financial institutions – offering...

WE ARE HIRING! - PARAPLANNER A well-known, reputable and established Insurance company in Durbanville is currently seeking to fill the lucrative role of a Paraplanner for a Senior Financial Advisor of the company. This is your golden opportunity to be a part of a firm that offers expert financial advice and financial solutions to a large base of...

A financial services firm in Cape Town is seeking a Paraplanner to support Advisors and enhance client outcomes. The role involves conducting fund analysis, preparing financial planning solutions, and maintaining accurate CRM records. Candidates should possess a relevant BCom degree and 2–3 years of experience in financial planning or wealth management....

My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town. **Responsibilities**: - Recording of client meeting minutes and deliverables - Preparation of financial plans and needs analysis according to internal processes - Communicate with relevant product providers to request required information - Complete client...

Support Paraplanner page is loaded## Support Paraplannerlocations: Pinelandsposted on: Posted Todayjob requisition id: JR-73677**Let's Write Africa's Story Together!**Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.**Job Description**naThe key focus of this role is to generate qualified leads for the Financial...

Support Paraplanner page is loaded## Support Paraplannerlocations : Pinelandsposted on : Posted Todayjob requisition id : JR- About Old Mutual Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description The key focus of this role is to generate qualified leads for the...