Para-planner

**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...

**Title**: **Para-planner and Assistant to Investment Advisor**: **Salary**: 20000 - 30000 **Description**: 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 **Category**: Office **General Requirements**: **Requirements**: - Relevant investment/financial...

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...

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...

My client is a leading Wealth Manager and needs a suitably qualified Wealth Administrator. **Responsibilities**: - Information gathering via the Astute system for the Para-Planners and Private Wealth Managers - Chase takeovers and send to providers and get confirmation that it is done - Send the Provider Code Application forms for new Private Wealth...

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...

**Merchandise Planner (“Planner”)** As we strive to be a First Choice Retailer, our allocation and distribution of New Goods to stores are crucial. This responsibility is entrusted with the group’s Merchandise Planners. The planner’s responsibility is to analyse sales and stock, to predict customer demand and ensure the new good stock is in the...

**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...

Are you an experienced Production Planner looking for a new opportunity in Cape Town? Look no further! RPO Recruitment's client, in the packaging industry, is currently seeking a qualified and friendly Production Planner to join their team. In this role, you will be responsible for organizing production according to demand and quality standards, ensuring...

Certified Financial Planner 5 - 10 yrs working experience FAIS accredited familiar and experience in offshore financial planning marketplace registered with FSCA Interested in becoming a cross border financial planner with an established brand interest in international financial planning and tax landscape interested in gaining foreign advisory...

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...

**Job Information** - Location- Cape Town- Salary- R650k - R450k p/a- Job Type- Permanent- Education- Bachelor’s Degree in Logistics/ Supply Chain Management- Experience- 5 years- Reference- NDF1008- - supplychain.careers(at)goldmantech.co.za- Fax- 0865779894A company in the Western Cape is looking for an enthusiastic Supply Planner to join their...

**Merchandise Planner Cape Town

About Our RoleThe purpose of this role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.We strive for excellent, value-added service to clients so that they do not seek competitor products or services.Undertake comprehensive fact finding with...

Location- Cape Town- Salary- R500k - R350k p/a- Job Type- Permanent- Education- Tertiary qualification in Supply Chain Management or equivalent- Experience- 5 years- Reference- ND0419- supplychain.careers(at)goldmantech.co.za- Fax- 0865779894An exciting opportunity has become available for a Planner at a reputable company in the Western...

Our client in the High-End Retail Industry is looking for a Junior Planner to join their team. This position is required to work closely with the Retail planner and Merchandiser to analyse customer activity, forecast sales, select forward-trending merchandise and replenish stores optimally to maximise trading opportunities and minimise stock holdings in...

Location- Cape Town- Salary- R600k - R450k p/a- Job Type- Permanent- Education- Bachelors Degree / Diploma in Commerce / Supply Chain or related qualification- Experience- 7 years- Reference- NDF1217- - supplychain.careers(at)goldmantech.co.za- Fax- 0865779894A well-known company is looking for an energetic Planner to join their team in Cape...

**Planner (Civil / Building)** **Description**: The purpose of the role of Planner is to ensure that a programme is delivered at Tender Stage that reflects the complexity of the tendered project, including the pricing of P&G relative to the program. In addition, the Planner will be responsible for the updating of progress on projects, the resource...