Para-planner

Our client is a team of financial planning experts looking for an financial para-planner to join their team. If youve got a NQF5 in wealth management or other related finance qualification and a minimum of 2 years of experience in the financial planning industry and would like to join a dynamic team of professionals, then this opportunity is for you! Main...

Sagen Advisory Recruitment company is looking for a young, dynamic, experienced, and qualified Para-Planner, who has a passion for growth, teamwork, and mentorship for a reputable Financial Advisory and Consultancy Company in Durbanville, Cape Town.The Job requires your full unwavering attention to detail, prompt action, a hunger for financial analytics,...

My client is a leading Wealth Manager and needs a suitably qualified Wealth Administrator. **Responsibilities**: - Information gathering via the Astute system for the Para-Planners and Private Wealth Managers - Chase takeovers and send to providers and get confirmation that it is done - Send the Provider Code Application forms for new Private Wealth...

Job Title - B Com Financial Planning Graduates - Job Number - 73060 - Skills - Ms Office - Industry - Financial Services - City - Cape Town - Job Description - Para-Planner in Financial Services. - Will be fully trained, accredited and licensed upfront. - Will perform para-planning duties under experienced adviser. - Opportunity to be mentored under...

ARE YOU AN ENTREPRENEUR? At Liberty, we strive to collaborate with talented people who would like to work in the financial services industry. We are currently sourcing Financial Planners to join our dynamic team in Cape Town. Regardless of their specialization, all financial planners have the same objective: to help their clients reach their financial goals....

A NEW CAREER, start yours today At Liberty, we strive to collaborate with talented people who would like to work in the financial services industry. We are currently sourcing Financial Planners to join our dynamic team in Cape Town. Regardless of their specialization, all financial planners have the same objective: to help their clients reach their financial...

About the RoleAt Sagen Advisory, we're seeking an ambitious and detail-oriented individual to fill a key position as a Para-Planner. This dynamic role will see you working closely with our advisors to drive new business growth, while also contributing to the development of innovative solutions for our clients.

We are currently sourcing Financial Planners to join our dynamic team in Cape Town If you fit the description, this could be the start of an exciting and extremely profitable career with Liberty. A desire to offer professional and personal advice, grit, determination and an entreprenerial flair are just a few of the qualities we seek. Regardless of their...

JOIN OUR CHAMPIONSHIP TEAM Finding the right Financial Planner is like finding the perfect life partner. Our Liberty Financial Planners are professionally trained to guide our clients through every step of their life-long financial journey. They will adapt to changing needs and help maintain and grow the client's finances. As a Financial Planner you will...

Are you a recent graduate ready to jump into the dynamic world of retail? TFG is seeking motivated individuals to join our Graduate Planner Program. This is your opportunity to transition smoothly from student life to a professional career with one of the leading retail companies. **About the Program** Our Graduate Planner Program is designed to help you...

My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town. **Responsibilities**: - Recording of client meeting minutes and deliverables - Preparation of financial plans and needs analysis according to internal processes - Communicate with relevant product providers to request required information - Complete client...

Sagen Advisory RecruitmentWe are seeking an ambitious and detail-oriented Para-Planner to join our team in Durbanville, Cape Town.The ideal candidate will have a strong background in finance, excellent analytical skills, and a passion for growth and teamwork.Key Responsibilities:Administrating new business opportunitiesManaging Para-planning with...

Overview: Our client is a small Wealth Management firm dedicated to helping clients achieve long-term financial security through tailored advice and comprehensive financial planning. They specialize in investment management, retirement, and estate planning, providing personalized solutions that align with each client’s unique financial goals. The...

Are you a recent graduate ready to jump into the dynamic world of retail? TFG is seeking motivated individuals to join our Graduate Planner Program. This is your opportunity to transition smoothly from student life to a professional career with one of the leading retail companies. **About the Program** Our Graduate Planner Program is designed to help you...

Are you a recent graduate ready to jump into the dynamic world of retail? TFG is seeking motivated individuals to join our Graduate Planner Program. This is your opportunity to transition smoothly from student life to a professional career with one of the leading retail companies. **About the Program** Our Graduate Planner Program is designed to help you...

Overview: Our client is a small Wealth Management firm dedicated to helping clients achieve long-term financial security through tailored advice and comprehensive financial planning. They specialize in investment management, retirement, and estate planning, providing personalized solutions that align with each client’s unique financial goals. The...

Overview: Our client is a small Wealth Management firm dedicated to helping clients achieve long-term financial security through tailored advice and comprehensive financial planning. They specialize in investment management, retirement, and estate planning, providing personalized solutions that align with each client’s unique financial goals.The...

**Key Responsibilities**: - Developing business units strategic, tactical, and operational plans to achieve set targets - Influencing and implementing the merchandise strategy - Management of the range assortments and replenishment - Management of financial metrics & sales trends, developing promotional & range distribution by store & cluster -...

We have an exciting opportunity for a **Demand Planner** to join an **FMCG** firm located in the picturesque **Western Cape**. This role will put you in charge of making sure customer needs are efficiently met. You’ll be responsible for balancing company resources what customers want, all while keeping costs in check and maintaining quality standards....

**Key Responsibilities**: - Influencing and implementing the relevant brand’s merchandise strategy - Financial and strategic management of the various products e.g. product planning, controlling open-to-buy, reviewing weekly & monthly figures - Management of the range assortments and replenishment - Management and implementation of distribution strategy...