Senior Paraplanner – Private Wealth Planning Expert

SENIOR PARAPLANNER Sandton Johannesburg Highly Competitive Package on Offer! Our Client a Global Financial Services concern is seeking a dynamic Paraplanner to join their team of professionals. One would describe you as being a highly organised hands‑on and seasoned individual who possesses excellent analytical and problem solving abilities. You are a...

Job description:Job Title: Senior ParaplannerLocation: Woodstock, Cape Town, Western Cape, 7925Employment Type: Full-TimeJob Overview:We are seeking a highly organised and detail-oriented Senior Paraplanner to join our dynamic wealth management team. The successful candidate will work closely with financial advisers and planners to provide comprehensive...

**Job description**: **Job Title**:Senior Paraplanner **Location**: Woodstock, Cape Town, Western Cape, 7925 **Employment Type**: Full-Time **Job Overview**: **Key Responsibilities**: **Financial Planning Support**: - Conduct thorough research and analysis across all areas of financial planning (e.g., pensions, investments, tax, protection, estate...

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...

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...

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...

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....

A leading accounting and consulting firm in Cape Town seeks a motivated Professional Accountant for their Private Clients Department. The role involves providing specialist accounting and tax services to clients, focusing on wealth creation and legacy planning. Candidates should hold a BCom or equivalent, have completed a SAICA/SAIPA contract, and possess...

Apply Here: Position PreviewJob Title: Private Wealth ManagerType of Work: Wealth Management responsibilities for High-Net-Worth clients, including new client acquisition, client servicing and portfolio management. REPORTING STRUCTUREWhat role would this job typically report into: Regional ManagerJOB PURPOSEIn this role, you'd be required to meet with...

Wealth Management Associate – Support a Senior Director at a Leading Financial Services Firm | Cape Town Overview A prestigious wealth management firm in Cape Town is seeking a skilled Wealth Management Associate to support a senior Director in delivering high-quality service to high-net-worth clients. Key Responsibilities Prepare client onboarding...