Paraplanner

**Position**: ParaPlanner - Financial Planning **Location**: Kloof, Durban **About the role**: The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. **Responsibilities**: - The Paraplanner is required to collaborate very closely with the Financial Planning Partner and Assistant,...

Job Title: ParaplannerLocation: Durban NorthPosition Overview:We are seeking a motivated and detail-oriented Paraplanner to join our team. As a finance expert, the primary role of the Paraplanner will be to support and assist financial planners in their daily activities. This position is designed for a young professional aspiring to become a Financial...

Job Title: Paraplanner Location: Durban North Position Overview: We are seeking a motivated and detail-oriented Paraplanner to join our team. As a finance expert, the primary role of the Paraplanner will be to support and assist financial planners in their daily activities. This position is designed for a young professional aspiring to become a Financial...

Job Title: Paraplanner Location: Durban North Position Overview: We are seeking a motivated and detail-oriented Paraplanner to join our team. As a finance expert, the primary role of the Paraplanner will be to support and assist financial planners in their daily activities. This position is designed for a young professional aspiring to become a Financial...

My client is seeking a young professional Paraplanner who is a finance expert. The primary role will be to support and assist financial planners. The candidates goal for the long term will be to become aFinancial Advisor. The position is based in Durban North.Job purpose/mandateThe candidate will assist financial planners and advisers with their daily job...

Job Title: ParaplannerJob Type: Full-timeJob Description: The Recruitment Council is seeking a detail-oriented and organized Paraplanner to join our financial planning team.Responsibilities:Conduct research on investment products, market trends, and financial planning strategiesPrepare financial plans and reports for clientsAssist in the development of...

Key Responsibilities:As a Paraplanner with Accountancy Placements Pietermaritzburg, you will be responsible for recording client data on our internal CRM system. You will also provide operational support to our portfolio managers and client relationship managers, ensuring seamless communication and collaboration.Requirements:4-5 years of experience in the...

Job Title: ParaplannerLocation: NationwidePosition Overview:The Recruitment Council is seeking a detail-oriented Paraplanner to support financial planners in their daily activities. As a finance expert, this role will play a critical part in enhancing the effectiveness of financial planners by managing essential background tasks.Job Purpose:The successful...

Job Title: ParaplannerLocation: (Insert location)Job Type: Full-timeSalary: (Insert salary range)We are seeking a detail-oriented and organized Paraplanning Professional to join our financial planning team. The Paraplanning Professional will work closely with Financial Planners to provide comprehensive support in the development and implementation of...

Responsibilities: - Recording clients data on the company's internal CRM - Providing operational support for portfolio managers and client relationship managers - Client management and marketing support - Financial planning, preparation and client reviews Requirements - 4-5 years in the financial services industry - Understanding of FAIS and FICA...

Responsibilities: Recording clients data on the company's internal CRM Providing operational support for portfolio managers and client relationship managers Client management and marketing support Financial planning, preparation and client reviews Requirements 4-5 years in the financial services industry Understanding of FAIS and FICA legislation Relevant...

Responsibilities:Recording clients data on the company's internal CRMProviding operational support for portfolio managers and client relationship managersClient management and marketing supportFinancial planning, preparation and client reviews Requirements4-5 years in the financial services industryUnderstanding of FAIS and FICA legislationRelevant tertiary...

Hours of work are 8am-5pm (SA Time 10am-7pm) Fully remote - home based role Salary R44,000 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...

About The Position:We are looking for a Supporting Financial Advisors to join our team at The Recruitment Council. As a Paraplanner, you will be responsible for providing administrative support to financial planners, enabling them to focus on delivering exceptional financial planning services. Duties and Responsibilities:Administrative Support:Assist in...

**Job Advert Summary**: **Job Purpose**: To create and grow a book of clients that will within 5 to 10 years qualify as full Wealth members. To build and maintain a book of future Wealth Members, through delivery of Holistic Financial Planning. The associate must be able to show abilities of business management and financial planning to be able to grow their...