Paraplanner

Wealth Associates is seeking a Paraplanner to join our Financial Planning team in Tokai, Cape Town. This role is central to supporting Advisors, enhancing client outcomes, and ensuring smooth delivery of our advisory processes. You'll work closely with Advisors, providing technical expertise, research, and administrative support to deliver tailored financial...

Company DescriptionQuoin provides comprehensive wealth and financial management solutions for affluent individuals, families, trusts, and private companies across South Africa. We focus on building long-term client relationships by offering personalized, advice-driven services to address complex financial challenges. Acting as Wealth Navigators, we simplify...

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...

SENIOR PARAPLANNER Sandton Johannesburg Highly Competitive Package on Offer! Our Client a Global Financial Services concern is seeking a dynamic Paraplanner to join their team of professionals. One would describe you as being a highly organised hands‑on and seasoned individual who possesses excellent analytical and problem solving abilities. You are a...

My client is looking to recruit a solid and highly ambitious Paraplanner. The role will be based in Cape Town and the work environment is highly sociable & highly driven. You must have 1 to 2 years solid experience within this role preferably with a decent understanding of the Discovery product base and an RE5 is essential for this role. This company is a...

Job DescriptionIndependent 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...

**Job description**: **Job Title**:Senior Paraplanner **Location**: Woodstock, Cape Town, Western Cape, 7925 **Employment Type**: Full-Time **Job Overview**: **Key Responsibilities**: **Financial Planning Support**: - Conduct thorough research and analysis across all areas of financial planning (e.g., pensions, investments, tax, protection, estate...

Job description:Job Title: Senior ParaplannerLocation: Woodstock, Cape Town, Western Cape, 7925Employment Type: Full-TimeJob Overview:We are seeking a highly organised and detail-oriented Senior Paraplanner to join our dynamic wealth management team. The successful candidate will work closely with financial advisers and planners to provide comprehensive...

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...

A leading African financial services company seeks a Support Paraplanner to generate qualified leads for Financial Advisors. The role requires effective communication and customer focus to achieve results by sourcing new business and maintaining relationships with existing clients. Key skills include decision quality and ability to manage complexity. The...