paraplanner

Introduction A well-established financial planner in Northcliff  is looking for an experienced Assistant Paraplanner to join their company. Desired Experience & Qualification • Matric Qualification• BCom Degree (Required)• CFP - Diploma in Financial Planning (Advantage)• Can read and speak Afrikaans and English (Required)• Previous working...

Introduction A well-established financial planner in Pretoria East is looking for an experienced Assistant Paraplanner to join their company. Desired Experience & Qualification • Matric Qualification• BCom Degree (Required)• CFP - Diploma in Financial Planning (Advantage)• Can read and speak Afrikaans and English (Required)• Previous working...

Role: ParaplannerCategory: Financial ServicesLocation: GautengSalary: Market-relatedAre you an analytical, detail-driven paraplanning professional looking to grow your career within a highly respected wealth management practice? Our client is seeking a fully bilingual (English and Afrikaans) Paraplanner to provide end-to-end technical, compliance, and...

Role: ParaplannerCategory: Financial ServicesLocation: GautengSalary: Market-related Are you an analytical, detail-driven paraplanning professional looking to grow your career within a highly respected wealth management practice? Our client is seeking a fully bilingual (English and Afrikaans) Paraplanner to provide end-to-end technical, compliance, and...

Job Description Role: ParaplannerCategory: Financial ServicesLocation: PretoriaSalary: Market-relatedOur client is a well-established financial advisory business looking for a professional and mature Paraplanner to join their team in Sandton. The main purpose of this role is to prepare written Records of Advice and perform technical calculations on behalf of...

If you are passionate about financial planning, thrive in a fast-paced environment, and enjoy building long-term client relationships, this could be the ideal next step in your career. Key Responsibilities Attend client and partner meetings alongside the Wealth Manager to support financial planning discussions and the fact-finding process. Build and...

Minimum requirements: Minimum 2 - 3 years' experience in a paraplanning, financial advice support, or related role within financial servicesSolid understanding of investment, retirement, risk, and estate planning principlesFamiliarity with FAIS/FSCA compliance requirements and Record of Advice documentationFluent in Afrikaans and English, both spoken and...

If you are passionate about financial planning, thrive in a fast-paced environment, and enjoy building long-term client relationships, this could be the ideal next step in your career.Key Responsibilities: Attend client and partner meetings alongside the Wealth Manager to support financial planning discussions and the fact-finding process. Build and maintain...

Reference: 11331 CM Consultant: Christa Mostert Job Description Provide technical and analytical support to financial advisers throughout the financial planning process. Research and compare financial products, including investments, pensions, insurance, and mortgages. Prepare comprehensive financial plans based on clients’ goals, financial...

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,...

PARAPLANNER ROODEPOORTR42 000 CTC PER MONTH / DEPENDING ON EXPERIENCE Minimum requirements: Minimum 2 - 3 years' experience in a paraplanning, financial advice support, or related role within financial services Solid understanding of investment, retirement, risk, and estate planning principles Familiarity with FAIS/FSCA compliance requirements and Record...

Reference: CEN000831-GLC-C-1Do you have strong analytical skills in wealth management? Become our client's next Paraplanner.Duties & ResponsibilitiesMinimum requirements: Relevant Bachelor's degree or financial planning qualification required RE5 required 1–3+ years' experience in a Paraplanner, Assistant Paraplanner, Wealth Management or Financial...

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...

Playing a central role within an established CAT1 and CAT2 wealth management firm, this newly created Paraplanner hybrid position in Cape Town is designed to support a dedicated team of private client portfolio and wealth managers. By taking ownership of critical preparation, compliance, and onboarding processes, the role frees up the advisory team to focus...

About the Role Platinum Talent is seeking a Paraplanner to join a dynamic team in the Financial Services industry.In this role, you will provide comprehensive administrative support to Financial Advisers.You will be responsible for managing a client portfolio, handling transactions, engaging directly with clients, and assisting with fundamental financial...

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...

IntroductionParaplanner with a relevant Finance, Investment or Economics Degree AND Postgraduate Diploma in Financial Planning  OR CFP qualification and with minimum 5 years’ Paraplanning experience, required to provide administrative support to Advisers and attend to a portfolio of clients, assist in processing transactions, dealing with clients...

Paraplanner position available in Stellenbosch. Duties and Responsibilities: Provide technical and analytical support to financial advisers throughout the financial planning process. Research and compare financial products, including investments, pensions, insurance, and mortgages. Prepare comprehensive financial plans based on clients’ goals, financial...

Role: ParaplannerCategory: Financial ServicesLocation: GautengSalary: Market-related Are you an analytical, detail-driven paraplanning professional looking to grow your career within a highly respected wealth management practice? Our client is seeking a fully bilingual (English and Afrikaans) Paraplanner to provide end-to-end technical, compliance, and...

Role: ParaplannerCategory: Financial ServicesLocation: PretoriaSalary: Market-relatedOur client is a well-established financial advisory business looking for a professional and mature Paraplanner to join their team in Sandton. The main purpose of this role is to prepare written Records of Advice and perform technical calculations on behalf of Wealth Managers...