Financial Paraplanner

**Paraplanner** Location**:Pretoria East, Gauteng** A leading insurance company dedicated to providing comprehensive financial solutions has a position available for a Paraplanner. Key Responsibilities: - Conduct thorough research on insurance products, market trends, and regulatory requirements to stay informed and provide up-to-date advice. -...

Gauteng, Pretoria North - R 18 000 - R 22 000 Monthly Cost To Company (Market related) Paraplanner - Pretoria North, Gauteng Our client in the Financial Services sector is looking for an experienced Paraplanner to join their team. **_Role and responsibility:_** - Prepare & discuss client preparation with advisers well in advance. - “Astute” downloads...

Our client in the Financial Services sector is looking for an experienced Paraplanner to join their team. **_Role and responsibility:_** - Prepare & discuss client preparation with advisers well in advance. - "Astute" downloads & obtaining information from outside companies / Obtain all information that is still outstanding on file, policy, and PF...

IntroductionA well-established financial planner in Pretoria East is looking for an experienced Assistant Paraplanner to join their company.Desired Experience & Qualification• Matric Qualification• BCom Degree (Required)• CFP - Diploma in Financial Planning (Advantage)• Can read and speak Afrikaans and English (Required)• Previous working...

Job Title: Broker Assistant/ ParaplannerAbout the Role:We are seeking a highly skilled and experienced Broker Assistant/ Paraplanner to join our dynamic team at People Dimension. As a key member of our financial services team, you will be responsible for providing administrative support to our financial planners, researching product information, and...

Job OpportunityWe are seeking an experienced Assistant Paraplanner to join our team at People Dimension.Key ResponsibilitiesAssist in the preparation of investment proposals and financial plans.Support the development of client relationships and provide exceptional customer service.Collaborate with the financial planning team to ensure seamless...

Synopsis:A leading financial planner in Pretoria is looking for a Wealth Advisor/ Assistant, with experience and knowledge in life and risk insurance - long term insurance to join their dynamic company.Job Description:Job Description/Duties:• Assisting Financial Planners in all their administrative tasks• Research product information• Prepare financial...

Unlock Your Potential as a Wealth Management ProfessionalWe are seeking an experienced Wealth Manager and Financial Planning professional to join our team at Independent Resourcing Consultancy Ltd in Pretoria. As a key member of our wealth management team, you will be responsible for providing expert advice and support to high net worth clients, helping them...

Unlock Your Potential as a Wealth Management ProfessionalWe are seeking an experienced Wealth Manager and Financial Planning professional to join our team at Click and Connect Online Limited in Pretoria. As a key member of our wealth management team, you will play a vital role in supporting High Net Worth (HNW) clients with offshore and onshore advice.Our...

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply. **Job description**: PSG has an...

Unlock Your Potential as a Wealth Management ProfessionalWe are seeking an experienced Wealth Manager and Financial Planning professional to join our team at Click and Connect Online Limited in Pretoria. As a key member of our wealth management team, you will play a vital role in supporting High Net Worth (HNW) clients with offshore and onshore advice.Our...