Paraplanner / Administrator

My client in Rosebank is looking for a suitably qualified Paraplanner to join their successful team. Want to join a reputable FS team? Then please do apply. **Responsibilities** - Administration - Client Relationship Management - Investment analysis and proposal - Gather Policy information - Compile a summary of information - Research product information -...

**Job Number** - 71120 **Job Type** - Permanent **Job Title** - Paraplanner **Computer Skills** - MS Office **Industry** - Financial Services **City** - Johannesburg **Province** - Gauteng **Job duties and responsibilities**: - Prepare client proposals - Prepare all paperwork for new client acquisitions as well as annual reviews - Valuation...

Pangea Wealth is a boutique wealth management firm licensed by the Financial Sector Conduct Authority. Our dedicated team of experienced professionals provides tailored financial solutions to help clients grow wealth, protect their lifestyle, and build a legacy. We are committed to offering long-term financial peace of mind, fostering lasting generational...

Company Description Pangea Wealth is a boutique wealth management firm licensed by the Financial Sector Conduct Authority. Our dedicated team of experienced professionals provides tailored financial solutions to help clients grow wealth, protect their lifestyle, and build a legacy. We are committed to offering long-term financial peace of mind, fostering...

A boutique wealth management firm in Johannesburg is looking for a Paraplanner. The role involves assisting Wealth Managers with administration, research, and client management tasks. Candidates should have strong financial planning knowledge and proficiency in analytical skills, along with relevant qualifications in finance or economics. This full-time...

My client based in Rosebank in Gauteng is seeking a Senior Paraplanner to join their successful team. **Responsibilities**: - Financial Planning support - Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer’s needs, objectives and risk tolerance. All...

Company DescriptionPangea Wealth is a boutique wealth management firm licensed by the Financial Sector Conduct Authority. Our dedicated team of experienced professionals provides tailored financial solutions to help clients grow wealth, protect their lifestyle, and build a legacy. We are committed to offering long-term financial peace of mind, fostering...

An established company within the financial sector is seeking to hire a highly skilled and experienced Paraplanner to join their team. This is an excellent opportunity for an individual with strong analytical skils and the ability to liaise with stakeolders. Responsibilities Consolidate and summarize all policies and investments. Prepare required financial...

Designation: Paraplanner, Northcliff, Gauteng – Permanent Location: Northcliff Stonemill Office Park Category: Administration and Operations Overview PSG’s commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity...

Are you a highly organised and detail-oriented financial professional looking for a challenging role in a dynamic national organisation?Our client, a leading player in the financial services sector with offices in both Pretoria and Bellville, is seeking a meticulous Finance Administrator/Bookkeeper. This is a crucial role responsible for ensuring the...