1. MUST have Sanlam Product, and System Knowledge, AND have worked in the insurance specifically Sanlam industry for at least 5 years2. MUST live in Pretoria East/Centurion3. MUST Be able to Nub, Obtain Quotes, Handle Advisors and Client QueriesCV`s that d

Purpose of role: Financial Planning Partner & Partner Operations Manager (matrix reporting lines); Strong liaison to Regional Business Development Manager The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of

The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. This is a 1 year fixed term contract. The Paraplanner is required to collaborate very closely with the Financial Planning Part

Overview: Our client is a small Wealth Management firm 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

Sagen Advisory Recruitment company is looking for a young, dynamic, experienced, and qualified Para-Planner, who has a passion for growth, teamwork, and mentorship for a reputable Financial Advisory and Consultancy Company in Durbanville, Cape Town.The Job

The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients.This is a 1 year fixed term contract. The Paraplanner is required to collaborate very closely with the Financial Planning Partn

Job Description: Paraplanner Role Overview: Assists and supports Wealth Advisers by addressing client queries via telephone and written correspondence. Manages incoming calls efficiently, ensuring timely responses to all client inquiries. Key Responsibilit

Job Description: Paraplanner Role Overview: Assists and supports Wealth Advisers by addressing client queries via telephone and written correspondence. Manages incoming calls efficiently, ensuring timely responses to all client inquiries. Key Responsibilit

Job Description: Paraplanner Role Overview: Assists and supports Wealth Advisers by addressing client queries via telephone and written correspondence. Manages incoming calls efficiently, ensuring timely responses to all client inquiries. Key Responsibilit

Job Title: Paraplanner Location: Durban North Position Overview: We are seeking a motivated and detail-oriented Paraplanner to join our team. As a finance expert, the primary role of the Paraplanner will be to support and assist financial planners in their

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

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

Key Responsibilities: Implement investment strategy changes as instructed by the financial planner Execute chosen investment plans and ensure accurate processing Build strong client relationships and attend client meetings when required Schedule and coordi

Independent investment management and wealth advisory business offering their services to a host of industries, looking to employ a Paraplanner. In this role you will be responsible for preparing and implementing recommendations and maintaining client file

Key Responsibilities:Implement investment strategy changes as instructed by the financial plannerExecute chosen investment plans and ensure accurate processingBuild strong client relationships and attend client meetings when requiredSchedule and coordinate