Paraplanner

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...

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...

We are recruiting for a **Senior PARAPLANNER** for our client within the Financial Services Industry. Role is based in Midrand and Randpark Ridge. **Requirements**: - Re5 - minimum requirement - Degree or diploma within the financial services/insurance/ etc space - 3 years of previous Paraplanner experience - 3 years and above of Discovery Products (ALL of...

Are you a meticulous and detail-oriented professional with a passion for financial planning? An exciting opportunity awaits you with one of the top players in the financial services industry! Our client is currently recruiting for a Paraplanner to join a prestigious financial services company. **Responsibilities**: Your primary duties will be as a...

**Job Number** - 70572 **Job Type** - Permanent **Job Title** - Paraplanner / Administrator **Computer Skills** - MS Excel **Industry** - Financial Services **City** - Johannesburg **Province** - Gauteng - Roles/responsibilities all specific to financial planning: - Direct assistance to the financial planner team - General office duties - Pre-meeting...

**How you'll role** As a Paraplanner, you will prepare and maintain client files, implement recommendations, and review compliance paperwork. This includes compiling paperwork for financial needs analysis, drafting statements, and identifying planning opportunities. You will research solutions, collaborate with advisors, manage portfolios, and organise...

Are you a skilled paraplanner seeking new opportunities? Our reputable client, a leading firm in the financial industry, is currently expanding its team and seeking a talented individual to join their ranks. With a commitment to excellence and a dedication to providing top-tier financial solutions, this company offers a dynamic work environment where your...

Job Summary:The Recruitment Council is seeking a skilled Paraplanner to join our team. As a Paraplanner, you will play a crucial role in supporting our financial planning team by providing expert advice and guidance to clients.Key Responsibilities:Develop and maintain in-depth knowledge of life insurance, retirement, investments, and estate planning.Assist...

**Overview** **Internal Advisor Paraplanners Randburg** SALES Follow 6 steps in Financial Planning including Needs Analysis. Interact with clients diligently and fairly. Adviceon Life,Investments,Retirementproductswithaviewtoupgrades.Maintain a minimum UPGRADE target Assist with downgrades if required and only if necessary Assist with marketing...

SALES Follow 6 steps in Financial Planning including Needs Analysis. Interact with clients diligently and fairly. Adviceon Life,Investments,Retirement products with a view to upgrades. Maintain a minimum UPGRADE target of ______per month Assist with downgrades if required and only if necessary Assist with marketing campaigns, Network and obtain referrals...

An exciting opportunity exists for a suitably qualified individual in the Wealth space. **Responsibilities**: - Perform comprehensive research and analysis of client portfolios, understand the individual balance sheets - Assist with financial planning, liaise with Wealth Managers for information on client portfolios - Produce investment proposals based on...

Qualifications and Experience - Life Insurance. - Retirement. - Investments. - Para-planning / Financial Needs Analysis / Estate Planning. - New Business Administration. - Preparation of quotes. - Compliance. - Wills and Trusts. - Servicing of existing client base. - Setting up of appointments. - REs would be preferable. Duties and responsibilities: -...

Are you ready to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional We are currently seeking experienced Wealth Managers and Financial Planning professionals for Specialist Wealth Management roles with a passion for continuously developing themselves in order to best support their clients by earning...

An established, successful and growing Investment company seeks a skilled Team leader to manage 4 client relations specialists. You will be responsible for running your own desk whilst co-ordinating and project managing all team deliverables to ensure they are delivered to a high standard and within deadline. AA candidates are preferred. Duties will...

An established, successful and growing Investment company seeks a skilled Team leader to manage 4 client relations specialists. You will be responsible for running your own desk whilst co-ordinating and project managing all team deliverables to ensure they are delivered to a high standard and within deadline. AA candidates are preferred. Duties will...

An established, successful and growing Investment company seeks a skilled Team leader to manage 4 client relations specialists. You will be responsible for running your own desk whilst co-ordinating and project managing all team deliverables to ensure they are delivered to a high standard and within deadline. AA candidates are preferred. Duties will...

Paraplanning OpportunityWe are seeking a skilled paraplanner to join our team at The Recruitment Council. As a leading firm in the financial industry, we offer a dynamic work environment where your expertise can shine.Key Responsibilities:Develop and implement financial plans for clients, utilizing knowledge of life insurance, retirement, investments, and...

Key Responsibilities: Client Management: - Conduct comprehensive financial assessments to understand clients; current financial situations, goals, and aspirations. - Oversee and regularly review the portfolio of clients, adhering to established business protocols. - Deliver continuous service excellence to existing clients in line with service standards. -...

**JOB PURPOSE** We are looking for experienced Para Planner/ Administrator join our dynamic team of professionals, who main responsibility will be splitting between coordinating and overseeing their organisation’s operations i.e. making sure that the office runs smoothly and doing Paraplanning, administration for existing and potential...