Para-planner

**Para-Planner** **R300K** **Stellenbosch** **Responsibilities**: - Client Relationship Management - Investment analysis and proposal - Gather Policy information - Research product information - Calculate tax/legal implications of investments - Cash flow and performance calculations - Pre-Retirement planning calculations - Report new business...

**Wealth Adviser Assistant / Para-Planner** **R240K** **East Rand (Gauteng)** **Responsibilities**: - Gather Policy information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Prepare investment review appointments - Maintain CRM system -...

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...

**Purpose of the Job**: To provide para-legal and secretarial support to the Corporate Legal and Company Secretariat Division in GRO by managing the reliability of Legal information to ensure Engen's liability and risks are controlled, managed and limited **Who You Are**: - You are highly organized with good attention to detail. - You have good...

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...

Century City Provide administrative support to all advisors in the Cape Town office and implement all client service-related processes. Submit new business and manage all related processes. Manage existing business queries and keep advisor and client updated. Work closely with Advice Consultants/Para-planners to draw and collate information required for...

A dynamic and reputable FMCG company is seeking a talented and experienced Demand Planner to join their team in the Western Cape. This is a fantastic opportunity to play a key role in driving supply chain efficiency and contributing to the success of a fast-paced, growing organization. Minimum Requirements: National Senior Certificate (Matric). Bachelors...

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 learn to build your practice...

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...

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...

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...

PURPOSE OF POSITION **The purpose of the Service Consultant role is to**: Provide administrative support to all advisors in the Cape Town office and implement all client service-related processes within Gradidge-Mahura Investments. To assist with administrative support in other offices as need arise. ROLES AND RESPONSIBILITIES 1. Draw Investments and Risk...

**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...

**Toy Kingdom Planner** **Position Type**: Full-Time **Function**: Planning **Position Description**: Planner An exciting and challenging position has become available in the Planning Department of Toy Kingdom for a Merchandise Planner. As a Planner, you will create and develop the financial plan through effective category & demand forecasting for the...

**Key Responsibilities**: - Financial and strategic management of the product e.g. product planning, allocations, controlling OTB, reviewing weekly & monthly figures - Work closely with the buying team to maximise sales, analyse performance & optimise product stock levels - Understanding and interpreting business trends in terms of the hi target market -...