Junior Financial Paraplanner

Ascot Wealth Management South Africa is seeking a highly motivated and detail-oriented Junior Financial Paraplanner to support our team of advisors. The Paraplanner will be working closely with an experienced Wealth Manager and their team, handling the day-to-day paraplanning duties, meeting deadlines and ensuring the smooth running of their meetings by...

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...

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 onboarding...

Job Opportunity: Lead Generator/Paraplanner Wealth Doctors Financial Services is hiring a Lead Generator/Paraplanner to join our dynamic team! If you have a passion for lead generation, financial planning, and a drive to succeed, this is the perfect opportunity for you! **Responsibilities**: Qualify leads and gather client information Schedule...

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...

**Reference** - PE002380/RW**Location** - Western Cape, CPT - CBD**Salary Interval** - Monthly**Package** - None-negotiable**Description** **Our client in the Financial industry **is currently looking to employ** Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape Town).** **Suitably qualified person with previous experience...

Does energy trading excite you? We have a Junior Financial Analyst role that has become available within start up business. The role sits within a small team and reports to the Senior Analyst. This person will be responsible for various monitoring, verification, billing, accounting, financial modeling, business/trade modeling and administrative duties,...

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**: 06 Jun 2024 **Position Type**: Permanent **Location**: R21...

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 &...

**About us** Woolworths Financial Services, or WFS as it is better known, is a Joint Venture with Absa Bank, that supports the Woolworths retail business by providing in-store credit in the form of the Woolworths Store Card and offering value-added services including credit cards, personal loans and short-term insurance as well as life insurance linked to...

SCHOOL BURSAR The Governors of Rosebank Junior School based in the Southern Suburbs of the Western Cape wish to appoint a dynamic, highly motivated and suitably qualified PART - TIME School Bursar to support the smooth and efficient running of the school. This is a school governing body (SGB) post for a FIXED TERM CONTRACT. As the Bursar of Rosebank...

My client is in search of a bookkeeper to work closely with the Junior Accountant, assisting with various aspects of financial accounting and finalizing management accounts. As the successful individual you will demonstrate excellent organizational skills and attention to detail, multitasking effectively under pressure, and working independently to meet...

Join my client who owns over 20 outlets of a popular brand as a Financial Accountant. Are you SAIPA / SAICA registered and are you seeking a new opportunity? If so please apply. Responsibilities: Review the monthly management reportsand provide reasons for variances. Compile the monthly management reports for all subsidiaries. Maintaining monthly...

We, Sagen Advisory, are recruiting several Financial Advisor Interns for a rapidly expanding wealth management business with a reputation for excellence. These exciting and lucrative positions are based in their head office in Durbanville, Stellenbosch. They are also in the process of expanding across the country.The company will allow you to either build...

Do you have an interest in Cost Accounting, studied a C&MA certificate or have a partial CIMA? My client, based in the northern suburbs, is looking for a Junior Cost Accountant to assist in their organisation. Responsibilities:- Maintenance of customer price list- Customer reviews- Sales reviews- Sales analysis- Retailer listing forms- ...

Do you have an interest in Cost Accounting, studied a C&MA certificate or have a partial CIMA? My client, based in the northern suburbs, is looking for a Junior Cost Accountant to assist in their organisation. Responsibilities: - Maintenance of customer price list- Customer reviews- Sales reviews- Sales analysis- Retailer listing forms- ...

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...

Attention all sales professionals with a passion for finance! We are excited to announce that we are currently seeking a Junior Financial Advisor to join our dynamic team. All you need is to have your Matric, be credit and criminal clear and have min 2 years Sales Experience or 1 year field sales experience. This is an excellent opportunity to take the...