Cape Town: Paraplanner posted by CA Financial Appointments

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,

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

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

Our client based in Pietermaritzburg is seeking a junior paraplanner. The ideal candidate should have excellent communication skills, computer skills, and have experience within the financial planning / insurance industry. Requirements: A Bachelor’s degree

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

Our client based in Pietermaritzburg is seeking a junior paraplanner. The ideal candidate should have excellent communication skills, computer skills, and have experience within the financial planning / insurance industry.Requirements:A Bachelors degree in

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

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:

My client is a boutique Wealth Manager who provides personal Wealth Management and Investment Management to High-Net Worth individuals and families. If you have the requirements below, please do not hesitate to apply! Responsibilities: Put together asset a

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 in

Our client based in Pietermaritzburg is seeking a junior paraplanner. The ideal candidate should have excellent communication skills, computer skills, and have experience within the financial planning / insurance industry. Requirements: A Bachelors degree