Paraplanner jobs

 ...Introduction A well-established financial planner in Northcliff is looking for an experienced Assistant Paraplanner to join their company. Desired Experience & Qualification Matric Qualification BCom Degree (Required) CFP - Diploma in Financial Planning (... 

Are you a highly organised and detail-oriented financial professional looking for a challenging role in a dynamic national organisation? Our client, a leading player in the financial services sector with offices in both Pretoria and Bellville , is seeking a meticulous...

A recent professional profile photo is to accompany your application EMPLOYMENT TYPE    :           Permanent SECTOR                          :           Finance BASIC SALARY              :           Market related START DATE                  :           A....

Overview: Our client is a growing holistic independent financial planning business, dedicated to helping clients achieve long-term financial security through tailored advice and comprehensive financial planning. They specialize in investment management, retirement, ...

 ...Accounting, Risk Management or Financial Planning) and Regulatory Exam for Representatives passed (RE5). Job description: The Paraplanner will provide an efficient administrative support function to Advisers. In this role you will be allocated a portfolio of clients... 

 ...:00 16:30, on-site An established financial planning practice based in Durban is looking for a professional, detail-oriented Paraplanner to join their high-performing team. This role is ideal for a candidate with strong experience in financial advice processes, compliance... 

Are you highly organised, detail-driven, and looking to grow your career within the financial services industry? We’re looking for a Junior Administration Assistant to join a dynamic Private Clients team and support the operational head in ensuring seamless back-office ...

 ...Insure. Each applies its own dedicated focus to our clients'​ financial wellbeing.Job description: We require a Paraplanner to provide an efficient administrative support function to a Wealth Adviser. In this role you will be allocated a portfolio of clients... 

 ...join a well-established family office that is growing rapidly. We are looking for a recent graduate to join our team as a Junior Paraplanner, providing administrative and entry-level paraplanning support to Financial Advisers. You will be allocated a small portfolio of... 

 ...Job Description: Paraplanner Summary: A paraplanner is a finance professional who supports financial planners and advisers by efficiently handling administrative tasks, organizing client records, analyzing financial information, writing reports, and preparing investment... 

 ...networks and build alliances to grow and strengthen internal support bases Provide support and coaching the wealth managers, paraplanners and other staff as required Lead team effectively and efficiently across the HR value chain including recruitment, performance... 

 ...networks and build alliances to grow and strengthen internal support bases Provide support and coaching the wealth managers, paraplanners and other staff as required Lead team effectively and efficiently across the HR value chain including recruitment, performance... 

 ...standards. Customer Service: Manage all client communication requirements as instructed by the Adviser, Supervisor, or Paraplanner, ensuring timely and professional delivery. Maintain a detailed and up-to-date record of all clients contact on the client... 

 ...admin person to join a successful financial services company in Morningside. Previous experience in insurance and/ or being a paraplanner would be advantageous. Salary: R6 500 per month Will suit a candidate living closer to the Morningside area. Please send...