Jobs: paraplanner

<p>An established and reputable insurance company is looking for an experienced Wealth Manager to join their growing team. This role offers an exciting opportunity for a relationship‑driven professional with solid wealth management expertise to advance their career within a respected organisation. Youll take ownership of an existing portfolio of...

<strong><strong>Minimum requirements: <br /></strong></strong><ul><li>Tertiary Qualification in financial investments or related field</li><li>CFP completed or in progress would be an advantage</li><li>2+ experience in the Investment Industry with exposure to client onboarding, delivery of...

<h4><u>Key Responsibilities:</u></h4><ul><li>Financial Planning support</li><li>Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customers needs, objectives and risk tolerance. All documents must meet compliance...

Overview: Our client is a growing holistic independent financial planning business, dedicated to helping clients achieve long-term financial security through tailored advice and comprehensive financial planning. They specialize in investment management, retirement, and estate planning, providing personalized solutions that align with each client's unique...

<div><p>My client is an independently owned financial advisory firm offering specialist offshore financial advice and investment solutions to individuals and families. With expertise spanning <b>Investment Planning, Offshore Investments, Retirement Planning, Estate Planning, and Trust Services</b>, the firm prides itself on providing...

<p>A new opportunity has arisen within our client’s Financial Planning team. The Paraplanner will provide crucial technical support to a Trust Officer (Financial Advisor) and their assistant, contributing to client portfolio analysis, advisory support, and investment planning.</p><p><b>Key...

<div><p>Our client, an established group of companies within the financial sector, is seeking to hire a highly skilled and experienced <b>Wealth Manager</b> to join their team. This is an excellent opportunity for a professional with strong financial advice experience to grow their career within a reputable organisation. The Wealth...

An innovative firm is looking for a young professional to step into the role of Paraplanner, focusing on supporting financial planners and enhancing client interactions. This position is ideal for someone eager to grow into a Financial Advisor role, where meticulous attention to detail, strong analytical skills, and a passion for finance will be essential....

A leading African financial services firm is seeking a Support Paraplanner in Cape Town to generate qualified leads and assist financial advisors. The role involves sourcing new business and maintaining existing client relationships through effective communication and telephonic service. Applicants must demonstrate strong customer focus and decision-making...

<h3>Talent Pool for Insurance & Brokering Professionals</h3><ul><li>Cape Town, ZA - Remote (within location)</li><li>Talent Pool for Insurance & Brokering Professionals</li></ul><p><strong>Flexibility:</strong> Remote<br><strong>Location:</strong> Cape Town,...

<h3>Talent Pool for Insurance & Brokering Professionals</h3><ul><li>Cape Town, ZA - Remote (within location)</li><li>Talent Pool for Insurance & Brokering Professionals</li></ul><p><strong>Flexibility:</strong> Remote<br><strong>Location:</strong> Cape Town,...

<p>Are you a skilled Wealth Manager seeking a rewarding career move? We have a fantastic opportunity with a leading Financial Services company, renowned for its commitment to excellence and client satisfaction. The role involves delivering comprehensive financial planning guidance to clients, ensuring a seamless and superior client service aligned with...

<p>Our client is seeking a young professional<span>Paraplanner</span>who is an investment expert. The primary role will be to support and assist financial planners. The candidate’s goal for the long term will be to become a Financial Advisor.</p> <p>The successful candidate will assist financial planners and advisers with...

<h3>Talent Pool for Insurance & Brokering Professionals</h3><ul><li>Cape Town, ZA - Remote (within location)</li><li>Talent Pool for Insurance & Brokering Professionals</li></ul><p><strong>Flexibility:</strong> Remote<br><strong>Location:</strong> Cape Town,...

<div><p>Are you an expert Financial Planning Support Specialist ready to leverage your technical mastery to elevate a top-tier financial planning practice?</p> <p>A leading independent financial services firm is seeking a highly skilled Financial Planning Support Specialist to join their team, reporting directly to the Head of...

<div><h3>Vacancy:</h3><p>PARAPLANNER</p> <h3>Area:</h3><p>Nelspruit, Mpumalanga</p> <h3>Industry:</h3><p>Insurance / Financial Services / Medical Aid</p> <h3>Requirements:</h3><ul><li>Insurance / Medical aid experieence or</li><li>Financial...

<h3>Talent Pool for Insurance & Brokering Professionals</h3><ul><li>Cape Town, ZA - Remote (within location)</li><li>Talent Pool for Insurance & Brokering Professionals</li></ul><p><strong>Flexibility:</strong> Remote<br><strong>Location:</strong> Cape Town,...

<div><p><b>Let's Write Africa's Story Together</b></p><p>Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.</p><h3>Job Description</h3><ul><li>Responsible for sourcing new business.</li><li>Determines the customers needs and...

<h3>Reference: JHB000963-VM-1</h3><p>National organisation within the investments and financial services industry requires an experienced Paraplanner for their East London Branch.</p><h3>Duties & Responsibilities</h3><p>The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and...

A leading African financial services firm is seeking a Support Paraplanner to generate qualified leads for Financial Advisors. This role requires effective communication, customer focus, and relationship management skills. The incumbent will be responsible for sourcing new business and maintaining relationships with existing customers through telephonic...