Paraplanner

Are you a skilled Senior Paraplanner seeking new challenges and growth opportunities? Our client, who is a prominent Financial Services company, has an exceptional position available as a Senior Paraplanner. You will need to provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyzes to...

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...

My client within the wealth management sector, has an opportunity for a Paraplanner to join their growing team in Cape Town. The role will provide technical support to a number of Trust Officers within the team.Responsibilities:Provide investment planning technical support to Trust Officer(s) in team, including research and analysis of client...

My client within the wealth management sector, has an opportunity for a Paraplanner to join their growing team in Cape Town. The role will provide technical support to a number of Trust Officers within the team.Responsibilities:Provide investment planning technical support to Trust Officer(s) in team, including research and analysis of client...

My client within the wealth management sector, has an opportunity for a Paraplanner to join their growing team in Cape Town. The role will provide technical support to a number of Trust Officers within the team. Responsibilities: Provide investment planning technical support to Trust Officer(s) in team, including research and analysis of client portfolios...

Key Responsibilities:Proposals and reporting for clients and prospects:Construct & produce Asset Allocation reports for existing clients.Construct & produce Proposals for both new and existing clients.Prepare Goals Based Wealth Management proposals and reports for clients.Prepare Financial Needs Analyses for both new and existing clients.Preparation of...

Key Responsibilities:Proposals and reporting for clients and prospects:Construct & produce Asset Allocation reports for existing clients.Construct & produce Proposals for both new and existing clients.Prepare Goals Based Wealth Management proposals and reports for clients.Prepare Financial Needs Analyses for both new and existing clients.Preparation of...

Key Responsibilities: Proposals and reporting for clients and prospects:Construct & produce Asset Allocation reports for existing clients. Construct & produce Proposals for both new and existing clients. Prepare Goals Based Wealth Management proposals and reports for clients. Prepare Financial Needs Analyses for both new and existing clients. Preparation of...

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 onboarding...

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...

Key Responsibilities:Adhering to Practice Notes and other internal policies/processes that are regularly introduced to the practice.Assisting Clients with risk profiling via, inter alia, FinaMetrica.Discussing client needs and objectives with the Planners.Analysing, assessing and interpreting client information regarding their goals, priorities, needs and...

Key Responsibilities:Adhering to Practice Notes and other internal policies/processes that are regularly introduced to the practice.Assisting Clients with risk profiling via, inter alia, FinaMetrica.Discussing client needs and objectives with the Planners.Analysing, assessing and interpreting client information regarding their goals, priorities, needs and...

Key Responsibilities: Adhering to Practice Notes and other internal policies/processes that are regularly introduced to the practice. Assisting Clients with risk profiling via, inter alia, FinaMetrica. Discussing client needs and objectives with the Planners. Analysing, assessing and interpreting client information regarding their goals, priorities, needs...

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 &...

Are you a skilled Senior Paraplanner seeking new challenges and growth opportunities? Our client, who is a prominent Financial Services company, has an exceptional position available as a Senior Paraplanner. You will need to provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyzes to...

**About the role** **Minimum Requirements**: - South African Citizen - Tertiary Education (Advantageous) - Clear credit and criminal record. - Valid Driver’s Licence and Own Vehicle - Self-motivated and well-networked. - Excellent Communication Skills **Responsibilities** - Client Administration - Client communication - written and spoken - Management...

Requirements:Relevant investment/financial degree or diploma / qualification.Knowledge and experience in a financial/investment environment (minimum 3 - 5 years). At least 3 years work experience within a Financial Planning practice.Knowledge of Financial Planning principles including Estate, Retirement, Risk (Long-term) and Tax Planning.Knowledge of...

Requirements:Relevant investment/financial degree or diploma / qualification.Knowledge and experience in a financial/investment environment (minimum 3 - 5 years). At least 3 years work experience within a Financial Planning practice.Knowledge of Financial Planning principles including Estate, Retirement, Risk (Long-term) and Tax Planning.Knowledge of...

Main Purpose of JobTo 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 financial needs...

Are you a skilled Wealth Manager seeking a rewarding career move? We have a fantastic opportunity with a leading Financial Services company, renowned for its commitment to excellence and client satisfaction. The role involves delivering comprehensive financial planning guidance to clients, ensuring a seamless and superior client service aligned with...