Paraplanner - Wealth Management

FSP Wealth City of Cape Town, Western Cape, South AfricaIndependent Financial Advisor at FSP WealthCompany DescriptionForming part of the iFSP group of companies, FSP Wealth (Pty) Ltd was established to make wealth structuring as simplistic as possible. FSP Wealth believes that your financial wellbeing should not be influenced by complex products or...

The Recruitment Council is hiring a skilled Paraplanner Professional to work alongside our Wealth Managers.About the Job:Prepare detailed proposals and financial needs analyses for clients.Provide technical support and perform tasks such as performance queries using Morningstar Direct analysis software.Compile supporting documentation for proposal process,...

We are seeking an experienced Paraplanner to join our team at FSP Wealth.The successful candidate will be responsible for providing support to financial advisors by preparing and maintaining client files, conducting research on financial products, and drafting financial reports.About the RoleThis is a full-time on-site role located in...

Oranjezicht, Cape Town - Accounting/Finance** Paraplanner | Assistant to Investment Advisor (JB1681)** Oranjezicht, Cape Town R20 - 30 000 per month Cost to Company Annual incentives Duration: Permanent Suitably qualified Paraplanner with previous experience providing Technical Financial Planning support to Advisers and Wealth Managers required to join an...

To provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyses to both prospective and existing clients of the business.Required Experience: 3-5 years' experience as a Paraplanner within wealth management, preparing detailed and complex proposals and financial needs analyses for...

Our client is scouting for an exceptional Paraplanner to join their team and provide key support to Wealth Managers through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial wellbeing.Responsibilities:Preparation of Records of Advice for both Local and Offshore Investments and...

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...

The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients.This is a 1 year fixed term contract. The Paraplanner is required to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business Development Manager when necessary. The...

The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients.This is a 1 year fixed term contract. The Paraplanner is required to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business Development Manager when necessary. The...

Independent investment management and wealth advisory business offering their services to a host of industries, looking to employ a Paraplanner. In this role you will be responsible for preparing and implementing recommendations and maintaining client files amongst other tasks. If you are looking to grow your career as a Paraplanner this opportunity is for...

National organisation within the "insurance / investments and financial services industry" requires an experienced Paraplanner for their Constantia Branch in the Western Cape region. This is a 1 year fixed term contract.The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients.This is a 1...

Lovely opportunity available for a Paraplanner to join a successful growing practice and support the Principal in their exciting growth phase! **Responsibilities**: - Gather required client information and supporting documentation - Assist with client financial needs analysis (FNA) - Manage mailbox and client communication **Requirements**: - Minimum of...

Our client, a market leader in the Financial Services sector, is looking for a Senior Paraplanner, based on Cape Town The main purpose of this role is to provide key support to a Financial Planner through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial well-beingDuties and...

FSP Wealth is committed to making wealth structuring as simplistic as possible for its clients.The ideal candidate will be responsible for assisting financial advisors with financial planning, preparing and maintaining client files, conducting research on financial products, and drafting financial reports.About the CompanyWe specialize in simplifying...

WE ARE HIRING! **Financial advisor portfolio assistant / Paraplanner / Portfolio Analyst** A well-known, reputable and established Insurance company in Durbanville is currently seeking to fill the lucrative role of a Paraplanner for a Senior Financial Advisor of the company. This is your golden opportunity to be a part of a firm that offers expert...

Sable International vacancy: Wealth Administrator **Location: Cape Town** Are you energetic, ambitious and looking to develop your career? Our Cape Town Sable Wealth department is looking to add a full-time Wealth Administrator to their team. We offer a dynamic and challenging environment where we achieve our business objectives and have fun doing it. We...

Purpose of role: Financial Planning Partner & Partner Operations Manager (matrix reporting lines); Strong liaison to Regional Business Development ManagerThe Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. The Paraplanner is required to collaborate very closely with the Financial...

Our client based in Southern Suburbs of Cape Town, is seeking a Wealth Manager's Assistant. The main purpose of this role is to deliver exceptional support to a wealth manager, effectively managing deadline-driven tasks, with client-centricity, professionalism, and trust at the core of operations. The WMA should strive to be a strategic partner to the wealth...

Our client, a Wealth Management organisation, is seeking a Wealth Management Associate to join their expanding team.The main purpose of this role is to deliver exceptional support to a wealth manager, effectively managing deadline-driven tasks, with client-centricity, professionalism, and trust at the core of operations.Key Responsibilities :Prepare and...

Direct message the job poster from Swoop RecruitmentGlobal Recruitment & Talent Acquisition Leader | Founder & Managing Director | Helping professionals unleash their potentialParaplanner – Remote (Cape Town-Based)Location: Remote – Based in Cape Town, South AfricaAre you a highly organised and detail-oriented professional with experience in mortgage...