Search Results: 7,735 vacancies
R 15,000 - 22,000 per month
...SUMMARY:
3 years of previous Paraplanner experience
POSITION INFO:
Internal Advisor / Paraplanner (POS24138)
Fourways
R... ...Minimum Requirement
~120 Credits
~ Degree or diploma within the financial services/insurance/ etc space
~3 years of previous...
Emporium Human Capital
Four Ways, Sandton
14 days ago
...SUMMARY:
We invite candidates to apply for the Paraplanner position in Port Elizabeth.
POSITION INFO:
General Duties:... ...that they are able to provide clients with suitable, customized financial advice after having meticulously analyzed their existing portfolio...
Staff Solutions Recruitment
Port Elizabeth, Eastern Cape
25 days ago
...SUMMARY:
Our client is a firm of Independent Financial Advisors, based in Southern Suburbs CT. They are looking for a Paraplanner and offering the opportunity to grow client interactions and put theory into practice. The Paraplanner will be responsible for supporting...
Conova Recruitment
Cape Town, Western Cape
28 days ago
...within the wealth management sector, has an opportunity for a Paraplanner to join their gr
POSITION INFO:
My client within the wealth... ...regular client reporting
Prepare and collate client financial reviews and reporting for financial advisors in team
Investigate...
CA Financial Appointments
Cape Town, Western Cape
22 days ago
SUMMARY:
Our Client is looking for a Paraplanner, located in Sandton.
POSITION INFO:
Required Experience: Independent advisory
In the investment and life insurance space
Employee benefits scheme administration
Flink Recruitment
Sandton, Gauteng
15 days ago
R 20,000 per month
...information on how to get started will be provided.
We are looking forward to receiving your application.
Position: ParaPlanner - Financial Planning
Location: Kloof, Durban
About the role: The Paraplanner supports the Financial Planning Partner(s) in the...
PikUniq
Durban, KwaZulu-Natal
a month ago
...SUMMARY:
Our client, based in Southern Suburbs, is seeking a Paraplanner. The main purpose of the role is to provide specialist... ...Managers and prepare asset allocation reports, proposals and financial needs analyses to both prospective and existing clients of the...
Conova Recruitment
Cape Town, Western Cape
25 days ago
...SUMMARY:
Paraplanner
POSITION INFO:
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...
The Recruitment Council
Johannesburg, Gauteng
a month ago
...SUMMARY:
My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town.
POSITION INFO:
My... ...of client meeting minutes and deliverables
Preparation of financial plans and needs analysis according to internal processes
Communicate...
CA Financial Appointments
Cape Town, Western Cape
a month ago
...SUMMARY:
Senior Paraplanner
POSITION INFO:
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...
The Recruitment Council
Claremont, Cape Town
more than 2 months ago
...Our client is looking for an experienced Paraplanner / Financial advisor to join their growing team. This role would suit an individual who loves financial planning. Partnering with the Lead Advisor, this would entail providing support in the management of clients - from...
...Requirements:
Relevant investment/financial degree or diploma / qualification.
Knowledge and experience in a financial/investment environment (minimum 3 - 5 years). At least 3 years’ work experience within a Financial Planning practice.
Knowledge of Financial...
PARAPLANNER - JHBJob SummaryTo find out more, click Apply or head on over to Crayon to review the full spec and apply How you'll roleAs... ...review compliance paperwork. This includes compiling paperwork for financial needs analysis, drafting statements, and identifying planning...
Paraplanner - PretoriaFull job descriptionIntroductionA well-established financial planner in Pretoria East is looking for an experienced Assistant Paraplanner to join their company.Desired Experience & QualificationMatric QualificationBCom Degree (Required)CFP - Diploma...
...Requirements:
~4-5 years in the financial services industry.
~ Relevant tertiary education or courses.
~ Exposure to financial... ...meetings (Financial Planning Partner makes the assessment on Paraplanner readiness)
Work closely with Assistants, Product Provider support...
Job Description
A wealth manager is looking to recruit a Paraplanner who will come alongside the External Relationship Manager as well... ...work
~Have at least three years’ experience in a financial services company as a Paraplanner
~Have a working knowledge of...
Required Experience: Independent advisory
In the investment and life insurance space
Employee benefits scheme administration
...Offshore Investments and Long-Term Assurance Preparation of Financial Plans (Death, Disability, Retirement and Estate) Investment Portfolio... ...communication and follow up regarding all areas of the Paraplanners responsibility Key performance measures Professional Growth/...
...We are looking for Dynamic independent ShortTerm Insurance Paraplanners who are based around the Helderberg area Cape Town who specialise in supporting clients with holistic financial solutions designed to save clients money gain greater benefits and build longterm wealth...
Paraplanner (Senior Level) - JhbFull job descriptionWe are recruiting for a Senior PARAPLANNER for our client within the Financial Services Industry. Role is based in Midrand and Randpark Ridge.Requirements· Re5 - minimum requirement· Degree or diploma within the financial...
