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- ...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 (...
- Key Responsibilities: Financial Planning support Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer’s needs, objectives and risk tolerance. All documents must meet ...
- 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...
- Minimum Requirements: Minimum 3 years’ experience within a regulated financial services environment. Proven experience in an F&I (Finance & Insurance) advisory or support role. Relevant qualification in Financial Planning, Wealth Management, or related field. ...
- 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, ...
- Key Responsibilities Paraplanning Support (Junior Level) Assist with compiling information needed for financial plans and risk recommendations Draft and format basic financial planning and/or risk documents based on adviser instructions and templates Support...
- ...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...
R 6,500 per month
...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...