Ysterplaat: Paraplanner

Are you a meticulous and detail-oriented professional with a passion for financial planning? An exciting opportunity awaits you with one of the top players in the financial services industry Our client is currently recruiting for a Paraplanner to join a pr

My client is seeking a young professional Paraplanner who is a finance expert. The primary role will be to support and assist financial planners. The candidates goal for the long term will be to become a Financial Advisor. The position is based in Durban N

Forming part of a respected and established Financial services firm, that offers wealth, fiduciary and business solutions, the PARAPLANNER will primarily be responsible for supporting and assisting financial planners. With the long term goal of becoming a

Internal Advisor / Paraplanner (POS24138) Fourways R 15 000 to R 22 000 per month plus commission and incentives Requirements: Matric RE5 Minimum Requirement 120 Credits Degree or diploma within the financial services/insurance/ etc space 3 years of previo

General Duties: Assist the Senior Paraplanner / Broker to build and maintain constructive and effective relationships with clients. Support the Senior Paraplanner / Broker in such a way that they are able to provide clients with suitable, customized financ

To provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyses to both prospective and existing clients of the business. Required Experience 3-5 years experience as a Paraplanner within

My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town. Responsibilities: Recording of client meeting minutes and deliverables Preparation of financial plans and needs analysis according to internal processes Com

My client within the wealth management sector, has an opportunity for a Paraplanner to join their growing team in Cape Town. The role will provide technical support to a number of Trust Officers within the team. Responsibilities: Provide investment plannin

To provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyses to both prospective and existing clients of the business. Required Experience 3-5 years experience as a Paraplanner within

Internal Advisor / Paraplanner (POS24138) Fourways R 15 000 to R 22 000 per month plus commission and incentives Requirements: Matric RE5 Minimum Requirement 120 Credits Degree or diploma within the financial services/insurance/ etc space 3 years of previo

My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town. Responsibilities: Recording of client meeting minutes and deliverables Preparation of financial plans and needs analysis according to internal processes Com

My client is seeking a young professional Paraplanner who is a finance expert. The primary role will be to support and assist financial planners. The candidates goal for the long term will be to become a Financial Advisor. The position is based in Durban N

Are you a skilled paraplanner seeking new opportunities? Our reputable client, a leading firm in the financial industry, is currently expanding its team and seeking a talented individual to join their ranks. With a commitment to excellence and a dedication

Are you a skilled Senior Paraplanner seeking new challenges and growth opportunities? Our client, who is a prominent Financial Services company, has an exceptional position available as a Senior Paraplanner. You will need to provide specialist technical in

Are you a meticulous and detail-oriented professional with a passion for financial planning? An exciting opportunity awaits you with one of the top players in the financial services industry! Our client is currently recruiting for a Paraplanner to join a p

We are seeking a motivated and proactive Short-Term Insurance Paraplanner to join our team in Somerset West. If you are bilingual, live in the Helderberg area, and have a positive attitude towards achieving sales targets, we want to hear from you. Requirem

Personal Assistant / Paraplanner required for a financial planning practice based in George / Cape Town (Belville) Job Description:This is a great opportunity to join a mature financial planning practice and to work in collaboration with an experienced Fi

To find out more, click Apply or head on over to Crayon to review the full spec and applywww.********.co.za How you`ll roleAs a Paraplanner, you will prepare and maintain client files, implement recommendations, and review compliance paperwork. This includ

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

General Duties:Assist the Senior Paraplanner / Broker to build and maintain constructive and effective relationships with clients.Support the Senior Paraplanner / Broker in such a way that they are able to provide clients with suitable, customized financia

Personal Assistant / Paraplanner required for a financial planning practice based in George / Cape Town (Belville) Job Description: This is a great opportunity to join a mature financial planning practice and to work in collaboration with an experienced Fi

Internal Advisor / Paraplanner (POS24138)FourwaysR 15 000 to R 22 000 per month plus commission and incentivesRequirements:MatricRE5 – Minimum Requirement120 CreditsDegree or diploma within the financial services/insurance/ etc space3 years