Paraplanner

Position: Paraplanner Salary: Market related Location: Cape Town Job type: Permanent Industry: Financial Services / Wealth Management Reference Number: RDT.C.PP.12082024 COMPANY DESCRIPTION: Our client, a leader within the Financial Services / Wealth Management sector, is looking for an experienced Paraplanner to join their team. JOB...

Our client is scouting for an exceptional Paraplanner to join their team and provide key support to Wealth Managers through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial wellbeing. Responsibilities: 1. Preparation of Records of Advice for both Local and Offshore Investments and...

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...

Our client, a market leader in the Financial Services sector, is looking for a Senior Paraplanner, based on Cape Town The main purpose of this role is to provide key support to a Financial Planner through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial well-being Duties and...

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...

We are seeking a highly motivated and proactive Short-Term Insurance Paraplanner to join our team at West Coast Personnel in Somerset West.Key Responsibilities:We are looking for a bilingual candidate who resides in the Helderberg area and possesses a positive attitude towards achieving sales targets.Requirements:Bilingual applicants who live in the...

Job Title: Senior ParaplannerJob Summary:We are seeking a highly skilled and experienced Senior Paraplanner to join our team at Labournet. As a key member of our financial planning team, you will be responsible for providing professional paraplanning services to our clients.Key Responsibilities:Assist the Senior Private Wealth Manager in researching and...

PARAPLANNER Century City, Cape Town, Western Cape R360 000 R420 000 K Gross Per Annum Negotiable plus Benefits 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...

Paraplanner Cape Town, Remote. R200 000 to R400 000 per year. The UK-based company seeks 1 Junior and 1 Senior Para Planner to act as a key individual within the business by providing comprehensive report writing and technical analysis to enable the company to deliver compliant and accurate advice to clients, whilst playing a key role in helping to evolve...

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 seeking a motivated and proactive Insurance Paraplanner to join our team in Somerset West.Bilingual applicants who live in the Helderberg area are preferred.A minimum of 2 years of regulatory insurance experience is beneficial.Must have a matric certificate.A valid driver's license and own vehicle are required.The ideal candidate must be able to work...

We are seeking a highly motivated and proactive Short-Term Insurance Paraplanner to join our team in Somerset West.Requirements:Bilingual applicants who live in the Helderberg area are required.2 years of regulatory insurance experience would be beneficial.Matric certification is mandatory.A reliable vehicle is necessary for the role.Candidates must be able...

To 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 financialneeds analyses for...

Our client is a firm of Independent Financial Advisors, based in Southern Suburbs CT. They are looking for a Paraplanner and offering the opportunity to grow client interactions and put theory into practice. The Paraplanner will be responsible for supporting the financial planning practice and the practice’s Financial Planners with their servicing of...

**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...

**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...

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...

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...