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,...

Forming part of a respected and established Financial services firm, that offers wealth, fiduciary and business solutions, the PARAPLANNER will primarily be responsible for supporting and assisting financial planners. With the long term goal of becoming a Financial Advisor, the Paraplanner will be a financial expert with specific responsibilities including:...

Forming part of a respected and established Financial services firm, that offers wealth, fiduciary and business solutions, the PARAPLANNER will primarily be responsible for supporting and assisting financial planners. With the long term goal of becoming a Financial Advisor, the Paraplanner will be a financial expert with specific responsibilities including:...

Forming part of a respected and established Financial services firm, that offers wealth, fiduciary and business solutions, the PARAPLANNER will primarily be responsible for supporting and assisting financial planners. With the long term goal of becoming a Financial Advisor, the Paraplanner will be a financial expert with specific responsibilities...

Forming part of a respected and established Financial services firm, that offers wealth, fiduciary and business solutions, the PARAPLANNER will primarily be responsible for supporting and assisting financial planners. With the long term goal of becoming a Financial Advisor, the Paraplanner will be a financial expert with specific responsibilities...

Forming part of a respected and established Financial services firm, that offers wealth, fiduciary and business solutions, the PARAPLANNER will primarily be responsible for supporting and assisting financial planners.   With the long term goal of becoming a Financial Advisor, the Paraplanner will be a financial expert with specific responsibilities...

Our Financial Services client is currently seeking a Paraplanner with financial planning industry experience to join their company that is based in Durban.Salary: R per Month (Dependent on experience)Requirements: Postgraduate Diploma in Financial Planning FPI Competency Exam complete or in progress Broad knowledge of global financial markets Financial...

Overview (Area:) La Lucia Ridge (Salary:) Market Related (Ref: AG) Our client seeks to appoint an experienced Junior Paraplanner. This position is client facing and supports the business principal. Must have an RE 5 and at least 3-5 years’ experience in a similar position.

A highly successful Wealth Management company is seeking a Paraplanner to join their Umhlanga branch. If you have the criteria, don't hesitate to apply. **Responsibilities**: - Support to financial planning team - Prepare all relevant documents, ensuring compliance, polices and procedures are met and followed - Prepare statements - Evaluate customer...

A highly successful Wealth Management company is seeking a Paraplanner to join their Umhlanga branch. If you have the criteria, don't hesitate to apply.Responsibilities: Support to financial planning team Prepare all relevant documents, ensuring compliance, polices and procedures are met and followed Prepare statements Evaluate customer portfolio's, ensuring...

The Wealth Network, a dynamic team and a juristic representative of Discovery is seeking an innovative Paraplanner. We are not just in search of experience; we are looking for a strategic thinker who excels in the meticulous administration of client portfolios and thrives on enhancing our service delivery through proactive client management and operational...

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...

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...

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...

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/mandate The candidate will assist financial planners and advisers with their daily job...

**The Wealth Network**, a dynamic team and a juristic representative of Discovery is seeking an innovative **Paraplanner**. We are not just in search of experience; we are looking for a strategic thinker who excels in the meticulous administration of client portfolios and thrives on enhancing our service delivery through proactive client management and...

Overview (Area:) La Lucia Ridge (Salary:) Market Related (Ref: AG) Our client seeks to appoint an experienced Wealth Administrator/Junior Paraplanner. This position is client facing and supports the business principal. Must have an RE 5 and at least 3-5 years’ experience in a similar position.

Company is looking for experienced life and investment financial advisors to be based in Umhlanga.Company offers the following:ü Provision of office space and full infrastructure for financial advisorsü Full suite of administration services, i.e. new business finalisation, client services and client retention mechanismsü Telephony services, i.e....

**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...

Business Description:Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. Company is looking for experienced life and investment financial advisors to be based in...