para planner

Job Description: Paraplanner Summary:A paraplanner is a finance professional who supports financial planners and advisers by efficiently handling administrative tasks, organizing client records, analyzing financial information, writing reports, and preparing investment or insurance recommendations. Paraplanners are instrumental in enabling financial planners...

Minimum requirements: Relevant Bachelor's degree or financial planning qualification requiredRE5 required13+ years' experience in a Paraplanner, Assistant Paraplanner, Wealth Management or Financial Planning role.Strong understanding of financial planning and investment products.Strong understanding of FAIS/FICA and financial services compliance.Consultant:...

Minimum requirements: - Relevant Bachelor's degree or financial planning qualification required - RE5 required - 13+ years' experience in a Paraplanner, Assistant Paraplanner, Wealth Management or Financial Planning role. - Strong understanding of financial planning and investment products. - Strong understanding of FAIS/FICA and financial services...

Reference: JHB000963-VM-1National organisation within the investments and financial services industry requires an experienced Paraplanner for their East London Branch.Duties & ResponsibilitiesThe Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients.The Paraplanner is required to...

Minimum requirements: Relevant Bachelor's degree or financial planning qualification requiredRE5 required13+ years' experience in a Paraplanner, Assistant Paraplanner, Wealth Management or Financial Planning role.Strong understanding of financial planning and investment products.Strong understanding of FAIS/FICA and financial services compliance.Consultant:...

**WE'RE HIRING: PAID - INTERNSHIP OPPORTUNITY** Apply here: **https://form.asana.com/?k=PFg\_-ie1YYDAdTIs7MOsnA&d=1205990807367194** Are you a finance, law, or accounting graduate looking to launch your career in financial planning? ITS Financial Planning is looking for a Financial Planning Intern to join our team in Gqeberha (Walmer)! **What You’ll Be...

Overview Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our...

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. What will you do? The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable...

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors...

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial...

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market.  We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial...

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market.  We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial...

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market.  We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial...

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market.  We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial...

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market.  We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial...

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market.  We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial...

**Who are we?** Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of the following business units Retail Mass, Corporate, Risk and Savings, Glacier and various business enabling functions. The Sanlam...

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market.  We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial...

About the Role We're seeking an experienced leader for the role of Head of Financial Advisors — the key execution partner to our Executive Head and senior day-to-day leader of our Financial Planning practice. This is a team leadership role with team-based outcomes. The successful candidate will not build, retain, or service a personal client book. You'll...

About the Role We're seeking an experienced leader for the role of Head of Financial Advisors — the key execution partner to our Executive Head and senior day-to-day leader of our Financial Planning practice. This is a team leadership role with team-based outcomes. The successful candidate will not build, retain, or service a personal client book. You'll...