Paraplanner

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...

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...

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...

**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...

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...

**Designation**: Wealth Adviser Assistant/Paraplanner | Stellenbosch, Western Cape **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**: 18 Sep 2024 **Reference...

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...

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...

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...

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...

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 &...

**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 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...

ParaplannerAt Rory Mackie & Associates, we are seeking a highly skilled and detail-oriented Paraplanner to join our team. As a Paraplanner, you will play a crucial role in supporting our financial planners with technical financial planning analysis, preparing client reviews, and assisting with client Wills and estates.Key Responsibilities:Draft and send...

Opportunity for a ParaplannerWe are seeking a skilled Paraplanner to join our Financial Planning team. The ideal candidate will provide technical support to a Trust Officer and their assistant, contributing to client portfolio analysis, advisory support, and investment planning.Key Responsibilities:Conduct research and analysis on client investment...

Hours of work are 8am-5pm (SA Time 10am-7pm) Fully remote - home based role Salary r25k per month 27 days paid holiday plus 8 days paid UK Bank holidays Company Description Andrew Nolan Mortgages ltd / ADNFC wealth management are Financial Advisors with over 20 Financial planners working with us. We are based in Wetherby, West...

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...

My client is a boutique Wealth Manager who provides personal Wealth Management and Investment Management to High-Net Worth individuals and families. If you have the requirements below, please do not hesitate to apply!Responsibilities:Put together asset allocation reports for clientsReview and put together investment proposals for clientsProduce wealth...