Para Planner for Financial Development

The purpose is to develop additional business from an existing client base within the organisation by working closely with the Financial Advisors.You will provide business development support and para planning to the Financial Advisors and the Senior BDM.You will ensure each Financial Advisor supports and executes on the AW endorsed advisory processes.You...

Well known company in the financial services industry (investments and life insurance) requires a Para Planner to assist with New Business Development within an existing client base.The 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...

Job Title: Financial Planner / Estate Planner Location: JohannesburgJob Summary: A Financial Planner provides clients with comprehensive financial advice, helping them achieve their financial goals through effective planning and management of their finances. This role involves analysing clients' financial situations, developing tailored financial plans, and...

Job Title: Financial Planner / Estate Planner Location: JohannesburgJob Summary: A Financial Planner provides clients with comprehensive financial advice, helping them achieve their financial goals through effective planning and management of their finances. This role involves analysing clients' financial situations, developing tailored financial plans, and...

Are you looking to become a Chartered Financial Planner? Our Articled Planner programme is the perfect stepping stone! We offer a prestigious development programme for graduates of Post Graduate Diploma in Financial Planning or Honours Degree in Financial Planning.Develop your skills and knowledge in Financial PlanningGain practical experience through...

Sr. Financial Planner Job DescriptionWe are seeking a seasoned financial planner to join our team and contribute to our success.Key Accountabilities:Develop and implement comprehensive financial plans to drive business growth and profitability.Collaborate with cross-functional teams to identify areas for cost reduction and process improvement.Analyze complex...

About The RoleThe Recruitment Council is seeking a highly skilled and experienced Practice Manager to join our team. As the primary point of contact for clients, you will be responsible for managing daily office operations, coordinating office activities, and overseeing the maintenance of office equipment and facilities.You will work closely with the finance...

Job Description">We are seeking a Senior Financial Planner to join our team at Network Recruitment. As a Senior Financial Planner, you will be responsible for overseeing the full financial function across different business entities.Key ResponsibilitiesPreparing and maintaining financial statements for both NPO and for-profit entities.Developing and...

Are you looking to start a career in Financial Planning? Our Articled Planner programme is the perfect opportunity for you! We offer a prestigious development programme for graduates of Post Graduate Diploma in Financial Planning or Honours Degree in Financial Planning.Mentorship by experienced CFP professionalsPractical experience in Financial...

About the RoleWe are seeking a skilled Para Planner to join our team at Ultra Pharmaceutical and Medical Placements. As a key member of our financial services division, you will be responsible for supporting the development of new business opportunities and collaborating with our Financial Planning Partners.Key ResponsibilitiesPrepare client data, financial...

SA - Gauteng, Northcliff (Market related) Our client in the Financial Industry based in Northcliff is seeking an Independent Financial Planner to join their team.Salary: Market Related (Basic + Commission)Minimum Requirements:Degree in finance, accounting, economics or similarExcellent knowledge of Excel, Word, and OutlookProficiency in Afrikaans and English...

About the RoleWe are seeking a highly skilled Para Planner to join our team at Ultra Pharmaceutical and Medical Placements. As a key member of our financial services division, you will play a vital role in supporting the development of new business opportunities.Key ResponsibilitiesCollaborate closely with Financial Planning Partners and Assistants to ensure...

Are you ready to take your career to new heights as a Financial Planning Expert? We're seeking an experienced wealth manager to join our team at Independent Resourcing Consultancy. As a key member of our wealth management department, you will be responsible for providing expert advice and guidance to HNW clients on offshore and onshore investment...

Job Title: Estate Planner / Financial PlannerLocation: JohannesburgJob Summary: A Financial Planner provides clients with comprehensive financial advice, helping them achieve their financial goals through effective planning and management of their finances. This role involves analysing clients' financial situations, developing tailored financial plans, and...

About the PositionThis is an exciting opportunity to work as a Long-Term Financial Planner. You will be responsible for developing and maintaining the Qerent-based VCOM solution to support value chain optimization and scenario planning within the long-term financial planning and analysis discipline.Manage and maintain the configuration of VCOM, including...

Job Summary:Role DescriptionWe are seeking a Strategic Financial Planner to join our team at Communicate Finance.About UsCommunicate Finance is a leading provider of financial services, dedicated to helping businesses achieve their goals through effective financial management.Key ResponsibilitiesDevelop and implement financial plans and strategiesProvide...

About The JobThe Recruitment Council is a leading provider of recruitment services to the financial planning industry. We are currently seeking a highly motivated and experienced Practice Manager to join our team.The successful candidate will be responsible for managing daily office operations, coordinating office activities, and overseeing the maintenance...

Experienced Wealth Planner Liberty seeks a client-centric person, with an entrepreneurial mindset. Managing and acquiring a portfolio of High Net Worth clients. Manage Wealth and Financial planning aspects of these clients. Run your own practice within the Liberty banner. Main Responsibilities Acquire new clients by building great relationships internally...

Headhunters is a specialist recruitment agency servicing the Financial Services industry, and we are currently searching for a highly skilled Financial Planning Partner Assistant to join our team in Sandhurst.Job DescriptionThis role requires an individual with exceptional organizational skills, able to manage multiple priorities and maintain accurate...

Senior Investment Planner plays a critical role in helping clients achieve their long-term financial objectives through effective investment strategies.You will analyze client data, identify trends, and provide expert advice on investment opportunities.With a deep understanding of financial markets and instruments, you will make informed recommendations to...