Para-planner

**Position**: Para Planner **Location**:George **Salary**:Market-related depending on qualifications and experience **Closing date**:End March 2024 Our client is seeking a talented and motivated Para Planner to join their team. The Para Planner will work closely with their financial advisor to deliver exceptional support services to their clients. This...

RPO Recruitment is currently helping its clients in the search for a detail-oriented and analytical Para Planner to join a financial planning company located in Rondebosch. As a Para Planner, you will work closely with Financial Advisors to provide support in developing and implementing comprehensive financial plans for clients. Your strong knowledge of...

RPO Recruitment is currently helping its clients in the search for a detail-oriented and analytical Para Planner to join a financial planning company located in Rondebosch. As a Para Planner, you will work closely with Financial Advisors to provide support in developing and implementing comprehensive financial plans for clients. Your strong knowledge of...

**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...

Sagen Advisory Recruitment company is looking for a young, dynamic, experienced, and qualified Para-Planner, who has a passion for growth, teamwork, and mentorship for a reputable Financial Advisory and Consultancy Company in Durbanville, Cape Town.The Job requires your full unwavering attention to detail, prompt action, a hunger for financial analytics,...

Sagen Advisory Recruitment company is looking for a young, dynamic, experienced, and qualified Para-Planner, who has a passion for growth, teamwork, and mentorship for a reputable Financial Advisory and Consultancy Company in Durbanville, Cape Town.The Job requires your full unwavering attention to detail, prompt action, a hunger for financial analytics,...

**Requirements**: - B.Com. Honours in Financial Planning. - Post Graduate Diploma in Financial Planning will be added advantage. - Certified Financial Planner® will be added advantage. - Minimum 2 years in a similar role. - Advanced computer literacy. - Experience in use of X-Plan as FNA tool would be an advantage. - Microsoft Office knowledge (Word,...

**Requirements**: - B.Com. Honours in Financial Planning. - Post Graduate Diploma in Financial Planning will be added advantage. - Certified Financial Planner® will be added advantage. - Minimum 2 years in a similar role. - Advanced computer literacy. - Experience in use of X-Plan as FNA tool would be an advantage. - Microsoft Office knowledge (Word,...

Job Title - B Com Financial Planning Graduates - Job Number - 73060 - Skills - Ms Office - Industry - Financial Services - City - Cape Town - Job Description - Para-Planner in Financial Services. - Will be fully trained, accredited and licensed upfront. - Will perform para-planning duties under experienced adviser. - Opportunity to be mentored under...

Century City Provide administrative support to all advisors in the Cape Town office and implement all client service-related processes. 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...

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...

Our client, a prestigious financial services company is growing their Financial Planning team as a result of their increased market share and solid reputation. If you have aspirations of financial planning, the technical qualifications and knowledge but are not wanting to engage in the selling process related to client acquisition, this would be the ideal...

Our client, a prestigious financial services company is growing their Financial Planning team as a result of their increased market share and solid reputation. If you have aspirations of financial planning, the technical qualifications and knowledge but are not wanting to engage in the selling process related to client acquisition, this would be the ideal...

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 ManagersChase takeovers and send to providers and get confirmation that it is doneSend the Provider Code Application forms for new Private Wealth Managers to providers...

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 ManagersChase takeovers and send to providers and get confirmation that it is doneSend the Provider Code Application forms for new Private Wealth Managers to providers...

**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...

PURPOSE OF POSITION **The purpose of the Service Consultant role is to**: Provide administrative support to all advisors in the Cape Town office and implement all client service-related processes within Gradidge-Mahura Investments. To assist with administrative support in other offices as need arise. ROLES AND RESPONSIBILITIES 1. Draw Investments and Risk...

**Office Manager**: Reports to Broker Principal Location: Cape Town Start date: From September 2023 Remuneration: Market related **Requirements**: - 3 - 10 years Discovery Office Management / Administration expertise - Extensive Discovery Product Experience - RE5 - Reliable vehicle with a valid driver’s license **Duties including but not limited...