Menu Close

Southern Suburbs: Paraplanner – Urgently needed posted by Fortesa Recruiting

Advertisement



Job Description

Paraplanner Position in Cape Town (Southern Suburbs) Role in Financial Planning departmentNew position due to growth in companyJoin a client-focused Trust and Investment Management firm based committed to delivering exceptional financial planning and investment services. This firm specialises in assisting clients prepare for retirement and offers a full suite of services.Job:The successful candidate will play a vital role in supporting the Financial / Investment Advisors by providing both administrative and technical assistance.Assist in preparing and reviewing financial plans and investment proposalsConduct research on financial products and investment opportunitiesCompile and maintain accurate client records and documentationSupport the compliance and risk management processesCommunicate with clients and service providers as neededIdeal Candidate ProfileRecent graduate, preferably with a Post Graduate Diploma in Financial PlanningStrong analytical and organisational skillsDetail-oriented with high accuracy in documentationStrong proficiency in Microsoft Office Suite and familiarity with financial planning software is advantageous. Demonstrates integrity, professionalism, and a client-focused mindsetPlease email your updated detailed cv in word format.



GO APPLY NOW

Safe & secure application process

Advertisement



Advertisement



View Job  Cape Town: Litigation Secretary posted by West Coast Personnel


Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in Southern Suburbs, Western Cape


Job Seeker Tip

Always arrive 10-15 minutes early for interviews to show punctuality and reliability.

How to Apply

Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.

JVR Jobs connects you with employers – we don’t process applications directly.

Latest Job Opportunities

Gauteng: Tax and Reporting Manager posted by Network Finance

Jobs in Gauteng October 20, 2025
Computer Network Finance Other IT

Company Description:This established investment and property group is seeking a hands-on Tax and Reporting Manager to oversee their full tax…

View Job

Western Cape: Tax Manager posted by Network Finance

Jobs in South Africa October 20, 2025
Accounting Network Finance Other Finance

Company and Job Description:This multinational manufacturing company is expanding they team and looking to employ a skilled Tax manager with…

View Job  Pretoria: IT Recruitment Team Leader posted by AtripleA recruitment & temps
View Job

Gauteng: Tax and Reporting Manager posted by Network Finance

Jobs in Gauteng October 20, 2025
Computer Network Finance Other IT

Company Description:This established investment and property group is seeking a hands-on Tax and Reporting Manager to oversee their full tax…

View Job

Western Cape: Tax Manager: Africa Zone posted by Network Finance

Jobs in South Africa October 20, 2025
Computer Network Finance Other IT

Job and Company Description:Leading organisations across sectors such as FMCG, telecommunications, financial services, and mining are actively seeking...

View Job

South Africa: Talent Pool: Zero Waste Manager posted by Wasteplan

Jobs in South Africa October 20, 2025
Operations Wasteplan

Job SummaryYou will be required to lead the ZTL department in implementing zero waste strategic goals at designated sites and…

View Job

South Africa: Talent Pool: Human Resources Assistant posted by Wasteplan

Jobs in South Africa October 20, 2025
Human Resource Wasteplan

Job summary Assist with office administration, HR administration and keeping personnel files up to date. Support and advise management/staff members…

View Job

Browse Employers

View All

Job Alerts


Share this to someone who needs a job:
Posted in Jobs in South Africa, Jobs in Southern Suburbs, Jobs in Western Cape

More Jobs in Your Area