Junior Financial Paraplanner

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...

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...

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...

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...

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 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...

**Designation**: Senior paraplanner | Stellenbosch, Western Cape **Category**: Administration and Operations **Job Level**: Semi-skilled and discretionary decision making **Posted by**: PSG Financial Services **Posted on**: 07 Mar 2024 **Reference Number**: POS08248 **Closing date**: 22 May 2024 **Position Type**: Permanent **Location**: R21...

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 &...

Join my client who owns over 20 outlets of a popular brand as a Financial Accountant. Are you SAIPA / SAICA registered and are you seeking a new opportunity? If so please apply. Responsibilities: Review the monthly management reportsand provide reasons for variances. Compile the monthly management reports for all subsidiaries. Maintaining monthly...

Admin Assistant - Financial Advisory Our client is an independent and authorised financial services provider, aiming to provide clients with financial advice that takes into account a holistic view of their financial objectives, requirements and circumstances. PURPOSE: This role entails assisting the Financial Advisor with the processing of all financial...

BDO Cape Town has a vacancy for a Junior Financial Administrator for its Statucor Department. The Junior Financial Administration will perform various administrative and financial tasks in support of the Statucor department’s daily activities. The incumbent must be willing to learn and contribute positively towards the business. **Responsibilities**: -...

Intern - Junior Clerk - Administration **About the Company** We are seeking a proactive Intern - Junior Clerk to join our administrative team for a fixed-term contract of 3 months, with the potential for a full-time position. We are an established Financial Service Provider specializing in creating “better living” opportunities as well as supplying...

Join my client who owns over 20 outlets of a popular brand as a Financial Accountant. Are you SAIPA / SAICA registered and are you seeking a new opportunity? If so please apply.Responsibilities:Review the monthly management reportsand provide reasons for variances.Compile the monthly management reports for all subsidiaries.Maintaining monthly compliance in...

My client within the Financial Services sector is seeking a Senior Internal Financial Controls Analyst to join their growing team. The role is ideally suited to a CA(SA), who is passionate about a career in risk and compliance processes and controls. Responsibilities:As Senior Analyst be responsible for supporting the Head of Governance Risk and Controls...

My client within the Financial Services sector is seeking a Senior Internal Financial Controls Analyst to join their growing team. The role is ideally suited to a CA(SA), who is passionate about a career in risk and compliance processes and controls. Responsibilities: As Senior Analyst be responsible for supporting the Head of Governance Risk and Controls...

We are an established, fast paced Bakery and Café, well known for our excellent products and service. We are currently in the process of expanding our business and further developing strong financial and administrative systems. We are looking for a strong team player who can work both independently and under supervision and who is committed to continuous...

RedCat Recruitment is _**URGENTLY**_ seeking a suitably qualified and experienced **JUNIOR FINANCIAL ADMINISTRATOR** for a large, well-established company based in **Cape Town, Western Cape.** Grade 12. Business related qualification in bookkeeping, accounting or financials. 5 years previous working experience in a similar position. Client...

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...

Calling all BCom in Finance, Investments, or Accounting Graduates: Take the first step in your career and join a dynamic independent financial services company based in Cape Town as a Junior Analyst. Here, you'll have the chance to apply your analytical skills and passion for numbers in a supportive environment that values growth and...