Para Planner | Claremont

**Position**: Para Planner **Location**:George **Salary**:Market-related depending on qualifications and experience **Closing date**:End March 2024 Our client is seeking a talented and motivated Para Planner to join their team. The Para Planner will work closely with their financial advisor to deliver exceptional support services to their clients. This...

RPO Recruitment is currently helping its clients in the search for a detail-oriented and analytical Para Planner to join a financial planning company located in Rondebosch. As a Para Planner, you will work closely with Financial Advisors to provide support in developing and implementing comprehensive financial plans for clients. Your strong knowledge of...

RPO Recruitment is currently helping its clients in the search for a detail-oriented and analytical Para Planner to join a financial planning company located in Rondebosch. As a Para Planner, you will work closely with Financial Advisors to provide support in developing and implementing comprehensive financial plans for clients. Your strong knowledge of...

**Title**: **Para-Planner - Century City (CPT)**: **Salary**: - 18000 (Commensurate with experience) **Description**: - Our client is a financial consultant wanting an experienced and dynamic Para-Planner to join their team. You will provide technical support to all advisors and ensure the effective operation of all advice processes within the...

REPORT WRITER/PARA PLANNER Our client in the Belville area is seeking to employ a Report Writer/ Para Planner to assist financial advisors in the structuring of financial proposals. Analyse products and services that is appropriate to structure equitable proposals for financial clients. Key areas of responsibility: - Duties include, but are not limited...

Title:Para-Planner - Century City (CPT):Salary:Commensurate with experience)Description: Our client is a financial consultant wanting an experienced and dynamic Para-Planner to join their team. You will provide technical support to all advisors and ensure the effective operation of all advice processes within the organisation. ROLES AND RESPONSIBILITIES...

Our client is a team of financial planning experts looking for an financial para-planner to join their team. If youve got a NQF5 in wealth management or other related finance qualification and a minimum of 2 years of experience in the financial planning industry and would like to join a dynamic team of professionals, then this opportunity is for you! Main...

Sagen Advisory Recruitment company is looking for a young, dynamic, experienced, and qualified Para-Planner, who has a passion for growth, teamwork, and mentorship for a reputable Financial Advisory and Consultancy Company in Durbanville, Cape Town.The Job requires your full unwavering attention to detail, prompt action, a hunger for financial analytics,...

Sagen Advisory Recruitment company is looking for a young, dynamic, experienced, and qualified Para-Planner, who has a passion for growth, teamwork, and mentorship for a reputable Financial Advisory and Consultancy Company in Durbanville, Cape Town.The Job requires your full unwavering attention to detail, prompt action, a hunger for financial analytics,...

Are you a skilled Senior Paraplanner seeking new challenges and growth opportunities? Our client, who is a prominent Financial Services company, has an exceptional position available as a Senior Paraplanner. You will need to provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyzes to...

My client is a leading Wealth Manager and needs a suitably qualified Wealth Administrator. **Responsibilities**: - Information gathering via the Astute system for the Para-Planners and Private Wealth Managers - Chase takeovers and send to providers and get confirmation that it is done - Send the Provider Code Application forms for new Private Wealth...

**Requirements**: - B.Com. Honours in Financial Planning. - Post Graduate Diploma in Financial Planning will be added advantage. - Certified Financial Planner® will be added advantage. - Minimum 2 years in a similar role. - Advanced computer literacy. - Experience in use of X-Plan as FNA tool would be an advantage. - Microsoft Office knowledge (Word,...

Job Title - B Com Financial Planning Graduates - Job Number - 73060 - Skills - Ms Office - Industry - Financial Services - City - Cape Town - Job Description - Para-Planner in Financial Services. - Will be fully trained, accredited and licensed upfront. - Will perform para-planning duties under experienced adviser. - Opportunity to be mentored under...

**Job Advert Summary**: Eduvos is looking to employ the services of an Academic Administration Manager at our Claremont campus on a full time basis **Type of position**: - Permanent **Purpose of the position**: - To ensure academic administration implementation and compliance per allocated faculty on campuses **Minimum Requirements**: **Minimum...

e have an exciting position that has become available for an experienced and professional **Senior Payroll Officer **who will be responsible for the payroll cycle, payroll procedures and payroll department for all entities and its allies. This position will be based at our modern Claremont Office that is centrally located and just across from Cavendish...

Draw investments and risk quotes. - Position in Century City - Submit new business and manage all related processes. - Manage existing business queries and keep advisor and client updated. - Work closely with Advice Consultants/Para-planners to draw and collate information required for Annual Review files. - Work closely with Advice Consultants/Para-planners...

Purpose: Responsible for managing the planning, budgeting, and estimating process for tenant installations, refurbishments, and small works projects. **Duties**: Manage planning, budgeting, and estimating process for tenant installations, refurbishments, and small works projects - Research, develop and implement systems, procedures and structures that would...

Century CityProvide technical support to all advisors and ensure effective operation of all advice processesManage client relationships.Ensure client files comply with POPI, FICA, FAIS legislation requirements.Prepare financial needs analysis: Risk, Pre-retirement and Post-retirement.Prepare investment proposal documents.Review client portfolios and prepare...

Century City Provide technical support to all advisors and ensure effective operation of all advice processes Manage client relationships. Ensure client files comply with POPI, FICA, FAIS legislation requirements. **Prepare financial needs analysis**: Risk, Pre-retirement and Post-retirement. Prepare investment proposal documents. Review client portfolios...

My client is a leading Wealth Manager and needs a suitably qualified Wealth Administrator. Responsibilities:Information gathering via the Astute system for the Para-Planners and Private Wealth ManagersChase takeovers and send to providers and get confirmation that it is doneSend the Provider Code Application forms for new Private Wealth Managers to providers...