Paraplanner

Job Description Warwick is an international investment house, known as ‘The Investment Specialists’, with a strong focus on unique products designed for quality investment services. Established in 2002, Warwick operates locally and internationally, ensuring client needs are met from day one. The company offers a diverse range of professional products...

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 -...

Overview Location: Durban, South Africa Salary: Market Related SUMMARY: Paraplanner | Durban POSITION INFO: Main purpose of the job: Provide key support to the Financial Planner through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial wellbeing. Responsibilities Preparation of...

A leading investment house is seeking a Paraplanner in Durban to support financial advisors through research and financial planning. The role demands a finance or economics degree, excellent analytical skills, and strong attention to detail. Candidates with relevant certifications and experience in wealth management will be favored. This full-time position...

Location: Durban Employment Type: Permanent (with a 6-month probation period) Working Hours: 08:00 – 16:30, on-siteAn established financial planning practice based in Durban is looking for a professional, detail-oriented Paraplanner to join their high-performing team. This role is ideal for a candidate with strong experience in financial advice processes,...

This role requires an individual with a deep sense of accountability, strong compliance awareness, and exceptional multitasking ability, within a fast-paced, client-centric environment.Key Responsibilities:Provide administrative support to the Wealth Managers, including scheduling, diary management, meeting coordination, and travel arrangements.Maintain...

🚀Kickstart Your Finance Career🚀 (No experience required)A leading financial services firm in Kloof is seeking young individuals for a structured Adviser Development Programme (ADP).This is a focused programme designed to fast-track your career in financial advice and help enhance transformation within the industry.What the Programme Offers:Employment...

Main purpose of the jobProvide key support to the Financial Planner through professional, in-depth research and preparationof best practice solutions for client wealth creation and holistic financial wellbeing. Key responsibilities Preparation of Records of Advice for both Local and Offshore Investments and Long-TermAssurance Preparation of Financial...

Business Unit - Nedbank Private and Wealth - High Net Worth Closing Date - 19 November 2025 Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups Job Family Investment Banking Manage Others (MO) FAIS Affected FAIS Affected - Yes Job Purpose To manage clients wealth needs through an ongoing advisory process to...

Job ClassificationRequisition Melissa CloeteBusiness Unit - Nedbank Private and Wealth - High Net WorthLocation - Nedbank Park Square Campus, Umhlanga, KZNClosing Date - 19 November 2025Employment Equity Statement - Preference will be given to Applicants from Underrepresented GroupsJob FamilyInvestment BankingCareer StreamAdvisoryLeadership PipelineManage...