Paraplanner

The Role The paraplanner is able to join a well established fast growing company The Paraplanner will provide efficient admin support to the brokers In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in high level retirement/investment and...

My client within the wealth management sector, has an opportunity for a Paraplanner to join their growing team in Cape Town. The role will provide technical support to a number of Trust Officers within the team. **Responsibilities**: - Provide investment planning technical support to Trust Officer(s) in team, including research and analysis of client...

**Responsibilities**: - Assist in the preparation of financial plans and presentations for clients - Conduct research and analysis on investments, insurance products, and financial planning strategies - Prepare and maintain client financial planning and investment databases - Maintain up-to-date knowledge of financial planning, investment, and insurance...

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 within the wealth management sector, has an opportunity for a Paraplanner to join their growing team in Cape Town. The role will provide technical support to a number of Trust Officers within the team.Responsibilities:Provide investment planning technical support to Trust Officer(s) in team, including research and analysis of client...

My client within the wealth management sector, has an opportunity for a Paraplanner to join their growing team in Cape Town. The role will provide technical support to a number of Trust Officers within the team.Responsibilities:Provide investment planning technical support to Trust Officer(s) in team, including research and analysis of client...

My client within the wealth management sector, has an opportunity for a Paraplanner to join their growing team in Cape Town. The role will provide technical support to a number of Trust Officers within the team. Responsibilities: Provide investment planning technical support to Trust Officer(s) in team, including research and analysis of client portfolios...

Key Responsibilities:Proposals and reporting for clients and prospects:Construct & produce Asset Allocation reports for existing clients.Construct & produce Proposals for both new and existing clients.Prepare Goals Based Wealth Management proposals and reports for clients.Prepare Financial Needs Analyses for both new and existing clients.Preparation of...

Key Responsibilities:Proposals and reporting for clients and prospects:Construct & produce Asset Allocation reports for existing clients.Construct & produce Proposals for both new and existing clients.Prepare Goals Based Wealth Management proposals and reports for clients.Prepare Financial Needs Analyses for both new and existing clients.Preparation of...

We are looking for Dynamic independent Short-Term Insurance Paraplanners who are based around the Helderberg area, Cape Town, who specialise in supporting clients with holistic financial solutions designed to save clients money, gain greater benefits and build long-term wealth. The company provides Medical Aid, GAP Cover, Individual Risk Planning, Buy &...

**Designation**: Senior paraplanner | Stellenbosch, Western Cape **Category**: Administration and Operations **Job Level**: Semi-skilled and discretionary decision making **Posted by**: PSG Financial Services **Posted on**: 07 Mar 2024 **Reference Number**: POS08248 **Closing date**: 22 May 2024 **Position Type**: Permanent **Location**: R21...

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...

**About the role** **Minimum Requirements**: - South African Citizen - Tertiary Education (Advantageous) - Clear credit and criminal record. - Valid Driver’s Licence and Own Vehicle - Self-motivated and well-networked. - Excellent Communication Skills **Responsibilities** - Client Administration - Client communication - written and spoken - Management...

Requirements:Relevant investment/financial degree or diploma / qualification.Knowledge and experience in a financial/investment environment (minimum 3 - 5 years). At least 3 years work experience within a Financial Planning practice.Knowledge of Financial Planning principles including Estate, Retirement, Risk (Long-term) and Tax Planning.Knowledge of...

Requirements:Relevant investment/financial degree or diploma / qualification.Knowledge and experience in a financial/investment environment (minimum 3 - 5 years). At least 3 years work experience within a Financial Planning practice.Knowledge of Financial Planning principles including Estate, Retirement, Risk (Long-term) and Tax Planning.Knowledge of...

Admin Assistant - Financial Advisory Our client is an independent and authorised financial services provider, aiming to provide clients with financial advice that takes into account a holistic view of their financial objectives, requirements and circumstances. PURPOSE: This role entails assisting the Financial Advisor with the processing of all financial...

**Responsibilities**: - Assist in the preparation of financial plans and presentations for clients - Conduct research and analysis on investments, insurance products, and financial planning strategies - Prepare and maintain client financial planning and investment databases - Maintain up-to-date knowledge of financial planning, investment, and insurance...

_PARAPLANNER CAPE TOWN_ - Join a wealth management company to provide administration support to senior financial advisor _ - You will be allocated a portfolio of clients to assist in_ - Processing transactions. - Dealing with clients directly, - Looking after accounts and support high level retirement and investment and financial planning - Minium...

Main Purpose of JobTo provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyses to both prospective and existing clients of the business.Required Experience 3-5 years experience as a paraplanner within wealth management, preparing detailed and complex proposals and financial needs...

Are you a skilled Wealth Manager seeking a rewarding career move? We have a fantastic opportunity with a leading Financial Services company, renowned for its commitment to excellence and client satisfaction. The role involves delivering comprehensive financial planning guidance to clients, ensuring a seamless and superior client service aligned with...