Paraplanner

Lovely opportunity available for a Paraplanner to join a successful growing practice and support the Principal in their exciting growth phase! **Responsibilities**: - Gather required client information and supporting documentation - Assist with client financial needs analysis (FNA) - Manage mailbox and client communication **Requirements**: - Minimum of...

FSP Wealth City of Cape Town, Western Cape, South AfricaIndependent Financial Advisor at FSP WealthCompany DescriptionForming part of the iFSP group of companies, FSP Wealth (Pty) Ltd was established to make wealth structuring as simplistic as possible. FSP Wealth believes that your financial wellbeing should not be influenced by complex products or...

Direct message the job poster from Swoop RecruitmentGlobal Recruitment & Talent Acquisition Leader | Founder & Managing Director | Helping professionals unleash their potentialParaplanner – Remote (Cape Town-Based)Location: Remote – Based in Cape Town, South AfricaAre you a highly organised and detail-oriented professional with experience in mortgage...

Our client is scouting for an exceptional Paraplanner to join their team and provide key support to Wealth Managers through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial wellbeing.Responsibilities:Preparation of Records of Advice for both Local and Offshore Investments and...

The Recruitment Council is hiring a skilled Paraplanner Professional to work alongside our Wealth Managers.About the Job:Prepare detailed proposals and financial needs analyses for clients.Provide technical support and perform tasks such as performance queries using Morningstar Direct analysis software.Compile supporting documentation for proposal process,...

Independent investment management and wealth advisory business offering their services to a host of industries, looking to employ a Paraplanner. In this role you will be responsible for preparing and implementing recommendations and maintaining client files amongst other tasks. If you are looking to grow your career as a Paraplanner this opportunity is for...

**Responsibilities**: - Administration - Client Relationship Management - Investment analysis and proposal - Gather Policy information - Compile a summary of information - Research product information - Prepare and implement investment proposals **Minimum requirements**: - Higher Certificate In Financial Planning (NQF5) or similar industry related...

Our client, a market leader in the Financial Services sector, is looking for a Senior Paraplanner, based on Cape Town The main purpose of this role is to provide key support to a Financial Planner through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial well-beingDuties and...

The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients.This is a 1 year fixed term contract. The Paraplanner is required to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business Development Manager when necessary. The...

The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients.This is a 1 year fixed term contract. The Paraplanner is required to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business Development Manager when necessary. The...

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...

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...

The Paraplanner is a specialist role primarily responsible for producing the financial plan (estate liquidity and investment planning) to meet the clients needs. The Paraplanner needs expertise in risk products and strategies, investment products and strategies, regulation and tax implications. In addition, a thorough knowledge of product features,...

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 financial needs analyses for...

Purpose of role: Financial Planning Partner & Partner Operations Manager (matrix reporting lines); Strong liaison to Regional Business Development ManagerThe Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. The Paraplanner is required to collaborate very closely with the Financial...

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...

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...

WE ARE HIRING! **Financial advisor portfolio assistant / Paraplanner / Portfolio Analyst** A well-known, reputable and established Insurance company in Durbanville is currently seeking to fill the lucrative role of a Paraplanner for a Senior Financial Advisor of the company. This is your golden opportunity to be a part of a firm that offers expert...

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...

CareerWe are a UK company looking to grow a Paraplanning team in South Africa to support our UK people who are very busy due to our growth and exciting plans. This is an exciting opportunity to support our mission. As a UK based firm, we are very down to earth and agile in our approach to management and we think you will like being here... a lot.About the...