Paraplanner

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...

We are recruiting for a **Senior PARAPLANNER** for our client within the Financial Services Industry. Role is based in Midrand and Randpark Ridge. **Requirements**: - Re5 - minimum requirement - Degree or diploma within the financial services/insurance/ etc space - 3 years of previous Paraplanner experience - 3 years and above of Discovery Products (ALL of...

Are you a meticulous and detail-oriented professional with a passion for financial planning? An exciting opportunity awaits you with one of the top players in the financial services industry! Our client is currently recruiting for a Paraplanner to join a prestigious financial services company. **Responsibilities**: Your primary duties will be as a...

**How you'll role** As a Paraplanner, you will prepare and maintain client files, implement recommendations, and review compliance paperwork. This includes compiling paperwork for financial needs analysis, drafting statements, and identifying planning opportunities. You will research solutions, collaborate with advisors, manage portfolios, and organise...

Join this Wealth Firm as a Paraplanner **Responsibilities**: - Administration - Client Relationship Management - Investment analysis and proposal - Gather Policy information - Compile a summary of information - Research product information - Prepare and implement investment proposals - Calculate tax/legal implications of investments - Cash flow and...

Job description: This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Senior Paraplanner to provide an efficient administrative support function to three Advisers. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking...

**Overview** **Internal Advisor Paraplanners Randburg** SALES Follow 6 steps in Financial Planning including Needs Analysis. Interact with clients diligently and fairly. Adviceon Life,Investments,Retirementproductswithaviewtoupgrades.Maintain a minimum UPGRADE target Assist with downgrades if required and only if necessary Assist with marketing...

SALES Follow 6 steps in Financial Planning including Needs Analysis. Interact with clients diligently and fairly. Adviceon Life,Investments,Retirement products with a view to upgrades. Maintain a minimum UPGRADE target of ______per month Assist with downgrades if required and only if necessary Assist with marketing campaigns, Network and obtain referrals...

Key Responsibilities - Client Support: Assist financial advisors in preparing and maintaining client financial plans, ensuring their goals and objectives are met. - Research & Analysis: Conduct thorough research on financial products, investment opportunities, and tax regulations to provide accurate recommendations. - Documentation: Prepare detailed...

Key Responsibilities Client Support: Assist financial advisors in preparing and maintaining client financial plans, ensuring their goals and objectives are met.Research & Analysis: Conduct thorough research on financial products, investment opportunities, and tax regulations to provide accurate recommendations.Documentation: Prepare detailed reports,...

An exciting opportunity exists for a suitably qualified individual in the Wealth space. **Responsibilities**: - Perform comprehensive research and analysis of client portfolios, understand the individual balance sheets - Assist with financial planning, liaise with Wealth Managers for information on client portfolios - Produce investment proposals based on...

Qualifications and Experience - Life Insurance. - Retirement. - Investments. - Para-planning / Financial Needs Analysis / Estate Planning. - New Business Administration. - Preparation of quotes. - Compliance. - Wills and Trusts. - Servicing of existing client base. - Setting up of appointments. - REs would be preferable. Duties and responsibilities: -...

Position: Para-planner / Associate Wealth Manager - CTC: Market related + bonuses. - **Duties**: - Office bound - client onboarding, para-planning and working with the wealth managers on financial plans, product research, charting and reporting, proposal writing, review writing, liaising with the client services team, and light administrative duties. -...

Key Responsibilities: Client Management: - Conduct comprehensive financial assessments to understand clients; current financial situations, goals, and aspirations. - Oversee and regularly review the portfolio of clients, adhering to established business protocols. - Deliver continuous service excellence to existing clients in line with service standards. -...

**JOB PURPOSE** We are looking for experienced Para Planner/ Administrator join our dynamic team of professionals, who main responsibility will be splitting between coordinating and overseeing their organisation’s operations i.e. making sure that the office runs smoothly and doing Paraplanning, administration for existing and potential...