Paraplanner

Lovely opportunity available for a young Paraplanner to join a successful growing practice and support the practice 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...

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...

WE ARE HIRING! - PARAPLANNER 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 financial advice and financial solutions to a large base of...

Job Opportunity: Lead Generator/Paraplanner Wealth Doctors Financial Services is hiring a Lead Generator/Paraplanner to join our dynamic team! If you have a passion for lead generation, financial planning, and a drive to succeed, this is the perfect opportunity for you! **Responsibilities**: Qualify leads and gather client information Schedule...

My client is looking to recruit a solid and highly ambitious Paraplanner. The role will be based in Cape Town and the work environment is highly sociable & highly driven. You must have 1 to 2 years solid experience within this role preferably with a decent understanding of the Discovery product base and an RE5 is essential for this role. This company is a...

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...

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...

Job OverviewThe Recruitment Council seeks an experienced Paraplanner to contribute to our Wealth Management team in Cape Town.This role requires a high level of attention to detail and organizational skills to ensure timely completion of tasks and effective communication with clients and stakeholders.Responsibilities:Record-Keeping: Maintain accurate records...

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...

**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...

**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...

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 &...

**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...

**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...

**REQUIREMENTS**: - Matric, Tertiary education advantageous - Own vehicle - Proficient in Word and Excel - Take responsibility of all aspects of the required duties - Effective communication skills - Financial acumen - figure literate - High attention to detail and accuracy - Ability to work under pressure and meet deadlines - Self-starter with initiative...

**Job Requisition** - REQ 100183**Job Location** - Cape Town- Career Stream- Client Service - Leadership Pipeline- Manage Self: Operational - FAIS Affected**Job Purpose** - To offer administrative service and support to internal and external clients in order to achieve the Nedbanks goal of offering a world class service. **Responsibilities**: - Contribute...

The purpose of the Para-planner role is: - Provide technical support to all advisors and ensure effective operation of all advice processes ROLES AND RESPONSIBILITIES 1. Manage client relationships. 2. Ensure client files comply with POPI, FICA, FAIS legislation requirements. 3. Prepare financial needs analysis: Risk, Pre-retirement and Post-retirement. 4....

Responsibilities:Financial Planning supportFormulate effective and compliant financial plan and/or risk management documentsPrepare statement of advice documentation as requiredReview customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service...

Preparing and maintaining client files and application forms Implementing recommendations Preparing annual reviews Entering data into internal digital systems Onboarding new clients Liaising with clients General queries general administration - Meticulous - Organised - Neat, well spoken - Knowlegde of: investments financial planning risk management tax...