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

Requirements: 4-5 years in the financial services industry. Relevant tertiary education or courses. Exposure to financial planning. Financial Services Industry. Understanding of FAIS and FICA legislation. Financial planning fundamentals and product knowled

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

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

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

Requirements: 4-5 years in the financial services industry.Relevant tertiary education or courses.Exposure to financial planning.Financial Services Industry.Understanding of FAIS and FICA legislation.Financial planning fundamentals and product knowledge.Co

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

Responsibilities:Financial Planning supportFormulate effective and compliant financial plan and/or risk management documentsPrepare statement of advice documentation as requiredReview customer portfolio review reports in conjunction with changes in custome

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

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

Responsibilities: Financial Planning support Formulate effective and compliant financial plan and/or risk management documents Prepare statement of advice documentation as required Review customer portfolio review reports in conjunction with changes in cus

Role: Financial Services Paraplanner Location: Hermanus, Overberg, Western Cape Salary: TBC Whats in it for you? â?? Be part of a professional and growth-oriented team â?? Gain hands-on experience in both local and offshore investment planning â?? Work in

Role:  Financial Services ParaplannerLocation:  Hermanus, Overberg, Western CapeSalary:  TBCWhat’s in it for you? Be part of a professional and growth-oriented team Gain hands-on experience in both local and offshore investment plannin