Para-planner and Assistant to Investment Advisor

**Title**: **Para-Planner - Century City (CPT)**: **Salary**: - 18000 (Commensurate with experience) **Description**: - Our client is a financial consultant wanting an experienced and dynamic Para-Planner to join their team. You will provide technical support to all advisors and ensure the effective operation of all advice processes within the...

REPORT WRITER/PARA PLANNER Our client in the Belville area is seeking to employ a Report Writer/ Para Planner to assist financial advisors in the structuring of financial proposals. Analyse products and services that is appropriate to structure equitable proposals for financial clients. Key areas of responsibility: - Duties include, but are not limited...

Provide administrative support to all advisors in the Cape Town office and implement all client service-related processes within Investments. To assist with administrative support in other offices as need arise. Draw investments and risk quotes. Submit new business and manage all related processes. Manage existing business queries and keep advisor and...

Draw investments and risk quotes. - Position in Century City - Submit new business and manage all related processes. - Manage existing business queries and keep advisor and client updated. - Work closely with Advice Consultants/Para-planners to draw and collate information required for Annual Review files. - Work closely with Advice Consultants/Para-planners...

Century City Provide technical support to all advisors and ensure effective operation of all advice processes Manage client relationships. Ensure client files comply with POPI, FICA, FAIS legislation requirements. **Prepare financial needs analysis**: Risk, Pre-retirement and Post-retirement. Prepare investment proposal documents. Review client portfolios...

Overview: Our client is a small Wealth Management firm dedicated to helping clients achieve long-term financial security through tailored advice and comprehensive financial planning. They specialize in investment management, retirement, and estate planning, providing personalized solutions that align with each client's unique financial goals.The para-planner...

**Title**: **Service Consultant - Century City (CPT)**: **Salary**: - 20000 (Commensurate with experience) **Description**: - Our client a financial consultant is looking for a Service Consultant to join their team. You will provide administrative support to all advisors in the Cape Town office and implement all client service-related processes within the...

PURPOSE OF POSITION ROLES AND RESPONSIBILITIES 1. Draw Investments and Risk quotes. 3. Submit new business and manage all related processes. 4. Manage existing business queries - and keep advisor and client updated. 5. Work closely with Advice Consultants/Para-planners to draw and collate information required for AnnualReview files. 6. Work closely with...

**Western Cape** **,** **Cape Town** **R 25000** - **R 30000** **Monthly** **An investment management firm based in Cape Town is looking for a dynamic individual to join the team as Para-planner / Assistant to Investment Advisor to join their team.** **REQUIREMENTS**: - Relevant investment/financial Degree - Knowledge and experience in a financial...

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...

Key Responsibilities:Work as part of a professional team in an office-based role.Assist Client Portfolio Managers with investment proposals and portfolio analyses.Contact prospective clients and follow an established on boarding process.Provide financial planning advice while being supervised by senior professionals.Continuously learn about investment...

**Investment Advisors W/C (Remote)** **Requirements**: - Matric - Accounting Qualification - FAIS RE5 is compulsory - DOFA - 3-5 Years recent Investments experience in a high performance sales environment - Must be outspoken and sales driven - Drivers License with own car - Clear CRIM/ITC **Salary: R15 000pm + comm** **Job Type**: Permanent

EXCLUSIVE AND UNIQUE OPPORTUNITY TO JOIN OUR INVESTMENT BANKING TEAM LOCATED IN MAURITIUS The deVere Group of companies is one of the world’s leading independent financial institutions offering clients across the globe the powerful combination of personal financial advice and innovative digital solutions. Founded in 2002 and now comprising of 97...

Purpose:We're looking for a young graduate who wishes to establish a career in the investment and financial planning industry. We are currently looking to recruit a recent finance graduate who possesses a mix of independence, passion and drive. As an investment graduate you will go through a training programme consisting of learning about investment markets...

EXCLUSIVE AND UNIQUE OPPORTUNITY TO TRAIN IN INVESTMENT BANKING LOCATED IN MAURITIUS The deVere Group of companies is one of the world’s leading independent financial institutions offering clients across the globe the powerful combination of personal financial advice and innovative digital solutions. Founded in 2002 and now comprising of 97 different...

EXCLUSIVE AND UNIQUE OPPORTUNITY TO TRAIN IN INVESTMENT BANKING LOCATED IN MAURITIUS The deVere Group of companies is one of the world’s leading independent financial institutions offering clients across the globe the powerful combination of personal financial advice and innovative digital solutions. Founded in 2002 and now comprising of 97 different...

About Envestpro This role involves having a passion for people and building long term professional relationships. It is also an excellent starting point for a long-term career within the business. You will receive comprehensive training and ongoing mentoring that will immerse you in our culture, service offering and sales process. Envestpro’s passion for...

**Title**: **Financial Advisor (Investment Specialist) - Gauteng or Western Cape**: **Salary**: - R 40 000 - R 50 000 **Description**: - Our Client is looking to appoint a Financial Advisor specialising in Investments. The person must be committed, driven and results oriented. The Advisers must be able to work on their own as well as in a team environment...

Job Summary:We are seeking an organized and detail-oriented Wealth Administrator to support our team in Cape Town. The successful candidate will be responsible for providing administrative assistance, data entry, and record-keeping services.Main Responsibilities:Information Gathering and Verification: Assist in gathering information via the Astute system for...

ADMINISTRATIVE ASSISTANT 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 administration for new...