Bloemfontein: Paraplanner

Are you ready to contribute your financial planning expertise within a close-knit, high-performing team? Our client a well-established family office is expanding, and they are looking for a dedicated Paraplanner to provide essential administrative support

Requirements: 4-5 years in the financial services industry. Relevant tertiary education or courses. Exposure to financial planning. Computer skills: Microsoft Office (Excel, Word, Outlook and PowerPoint essential); SharePoint XPlan; IWP and PGP (advantageo

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

Our client providing holistic Short Term & Long Term Insurance solutions to Individuals and Businesses, is seeking a Financial Paraplanner to join their team. This is an exceptional role for someone who has a passion and knowledge of the long term insuranc

PARAPLANNER Century City, Cape Town, Western Cape R360 000 R420 000 K Gross Per Annum Negotiable plus Benefits Our Client, a Global Financial Services concern is seeking a dynamic Paraplanner to join their team of professionals. One would describe you as b

Responsibilities: Recording clients data on the company`s internal CRM Providing operational support for portfolio managers and client relationship managers Client management and marketing support Financial planning, preparation and client reviews Requirem

My client is a leading Wealth Manager in South Africa and is seeking a Senior Paraplanner to join their team in Sandton. Do you have a BCom / CFP, with relevant experience in the Wealth Space, this might be just what you are looking for Responsibilities: F

Key Responsibilities Client Support: Assist financial advisors in preparing and maintaining client financial plans, ensuring their goals and objectives are met. Research & Analysis: Conduct thorough research on financial products, investment opportunities,

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

 PARAPLANNER – Century City, Cape Town, Western CapeR360 000 – R420 000 K Gross Per Annum Negotiable plus BenefitsOur Client, a Global Financial Services concern is seeking a dynamic Paraplanner to join their team of professionals.One woul

Requirements: 4-5 years in the financial services industry.Relevant tertiary education or courses.Exposure to financial planning.Computer skills: Microsoft Office (Excel, Word, Outlook and PowerPoint essential); SharePoint XPlan; IWP and PGP (advantageous)

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