Jobs: para planner

RPO Recruitment is currently helping its clients in the search for a detail-oriented and analytical Para Planner to join a financial planning company located in Rondebosch. As a Para Planner, you will work closely with Financial Advisors to provide support in developing and implementing comprehensive financial plans for clients. Your strong knowledge of...

RPO Recruitment is currently helping its clients in the search for a detail-oriented and analytical Para Planner to join a financial planning company located in Rondebosch. As a Para Planner, you will work closely with Financial Advisors to provide support in developing and implementing comprehensive financial plans for clients. Your strong knowledge of...

RPO Recruitment is currently helping its clients in the search for a detail-oriented and analytical Para Planner to join a financial planning company located in Rondebosch. As a Para Planner, you will work closely with Financial Advisors to provide support in developing and implementing comprehensive financial plans for clients. Your strong knowledge of...

Century City Provide administrative support to all advisors in the Cape Town office and implement all client service-related processes. Submit new business and manage all related processes. Manage existing business queries and keep advisor and client updated. Work closely with Advice Consultants/Para-planners to draw and collate information required for...

Our client, a prestigious financial services company is growing their Financial Planning team as a result of their increased market share and solid reputation. If you have aspirations of financial planning, the technical qualifications and knowledge but are not wanting to engage in the selling process related to client acquisition, this would be the ideal...

Our client, a prestigious financial services company is growing their Financial Planning team as a result of their increased market share and solid reputation. If you have aspirations of financial planning, the technical qualifications and knowledge but are not wanting to engage in the selling process related to client acquisition, this would be the ideal...

PURPOSE OF POSITION **The purpose of the Service Consultant role is to**: Provide administrative support to all advisors in the Cape Town office and implement all client service-related processes within Gradidge-Mahura Investments. To assist with administrative support in other offices as need arise. ROLES AND RESPONSIBILITIES 1. Draw Investments and Risk...

**JOB TITLE - Service Consultant**REPORTING TO - Service Manager**OFFICE - Century City, Cape Town**PURPOSE OF POSITION The purpose of the Service Consultant role is to: - Provide administrative support to all advisors in the Cape Town office and implement all client service-related processes within Gradidge-Mahura Investments. To assist with administrative...

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...

Are you a skilled Senior Paraplanner seeking new challenges and growth opportunities? Our client, who is a prominent Financial Services company, has an exceptional position available as a Senior Paraplanner. You will need to provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyzes to...

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 closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business Development Manager when necessary. The Paraplanner takes responsibility for...

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 closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business Development Manager when necessary. The Paraplanner takes responsibility for...

**Receptionist (Hermanus)** **Job description**: To provide an effective office assistant function to Wealth Advisers through reliable support, office administration, reception and switchboard duties and client administration. **Responsibilities**: Office administration: - Purchase/ order general supplies - Petty Cash - Organize couriers - Attend to...

The Wealth Administrator's role is to ensure that all work related to long-term assurance, gap cover, medical aid, wellness programmes and investment administration is done efficiently and timeously in accordance with company and insurer guidelines. The Wealth Administrator will take instructions from the Financial Planner, Product Provider, Investment...

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 advisors...

Job DescriptionThe Wealth Administrator's role is to ensure that all work related to long-term assurance, gap cover, medical aid, wellness programmes and investment administration is done efficiently and timeously in accordance with company and insurer guidelines. The Wealth Administrator will take instructions from the Financial Planner, Product Provider,...

To provide an effective office assistant function to Wealth Advisers through reliable support, office administration, reception and switchboard duties and client administration **Responsibilities**: **Office administration**: - Purchase/ order general supplies - Petty Cash - Organize couriers - Attend to client follow up calls when required in relation to...

To provide an effective office assistant function to Wealth Advisers through reliable support, office administration, reception and switchboard duties and client administration **Responsibilities**: **Office administration**: - Purchase/ order general supplies - Petty Cash - Organize couriers - Attend to client follow up calls when required in relation to...

**Designation**: Wealth Adviser Assistant | Stellenbosch, Western Cape **Category**: Advisers **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 10 Aug 2023 **Reference Number**: PSG-DW-VAC0198 **Closing date**: 24...