Paraplanner

Lovely opportunity available for a Paraplanner to join a successful growing practice and support the Principal in their exciting growth phase! **Responsibilities**: - Gather required client information and supporting documentation - Assist with client financial needs analysis (FNA) - Manage mailbox and client communication **Requirements**: - Minimum of...

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...

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...

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...

My client is looking to recruit a solid and highly ambitious Paraplanner. The role will be based in Cape Town and the work environment is highly sociable & highly driven. You must have 1 to 2 years solid experience within this role preferably with a decent understanding of the Discovery product base and an RE5 is essential for this role. This company is a...

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...

**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 **Minimum requirements**: - Higher Certificate In Financial Planning (NQF5) or similar industry related...

Oranjezicht, Cape Town - Accounting/Finance** Paraplanner | Assistant to Investment Advisor (JB1681)** Oranjezicht, Cape Town R20 - 30 000 per month Cost to Company Annual incentives Duration: Permanent Suitably qualified Paraplanner with previous experience providing Technical Financial Planning support to Advisers and Wealth Managers required to join an...

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...

About the RoleWe are seeking a skilled Portfolio Analyst - Paraplanner to join our team. The successful candidate will provide critical support to our Trust Officer and their assistant, working closely with clients to analyze and develop investment strategies.Responsibilities:Analyze client investment portfolios and make recommendations for...

A new opportunity has arisen within our client's Financial Planning team. The Paraplanner will provide crucial technical support to a Trust Officer (Financial Advisor) and their assistant, contributing to client portfolio analysis, advisory support, and investment planning.Key Responsibilities:Conduct research and analysis on client investment portfolios to...

WE ARE HIRING! **Financial advisor portfolio assistant / Paraplanner / Portfolio Analyst** 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...

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 &...

We are seeking a motivated and proactive Short-Term Insurance Paraplanner to join our team in Somerset West. If you are bilingual, live in the Helderberg area, and have a positive attitude towards achieving sales targets, we want to hear from you. Requirements:Bilingual applicants who live in the Helderberg area.2 -Years of regulatory insurance would be...

**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...

**Reference** - PE002239/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...

Our client, a UK based company is looking for an Insurance Administrative Officer / Paraplanner to join their highly effective and professional team in Cape Town. **Function**: To assist financial advisors with administrative services in their investment practice based in the UK and South Africa. Take responsibility for the delivery of professional...

**Designation**: Paraplanner | Stellenbosch| Permanent **Category**: Administration and Operations **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 23 Oct 2024 **Reference Number**: POS39029 **Closing...

**Job Requisition** - REQ 100183**Job Location** - Cape Town- Career Stream- Client Service - Leadership Pipeline- Manage Self: Operational - FAIS Affected**Job Purpose** - To offer administrative service and support to internal and external clients in order to achieve the Nedbanks goal of offering a world class service. **Responsibilities**: - Contribute...

**REQUIREMENTS**: - Matric, Tertiary education advantageous - Own vehicle - Proficient in Word and Excel - Take responsibility of all aspects of the required duties - Effective communication skills - Financial acumen - figure literate - High attention to detail and accuracy - Ability to work under pressure and meet deadlines - Self-starter with initiative...