Search Results: 36 vacancies
R 15,000 - 22,000 per month
...SUMMARY:
3 years of previous Paraplanner experience
POSITION INFO:
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
~...
Emporium Human Capital
Four Ways, Sandton
6 days ago
...SUMMARY:
We invite candidates to apply for the Paraplanner position in Port Elizabeth.
POSITION INFO:
General Duties:
Assist the Senior Paraplanner / Broker to build and maintain constructive and effective relationships with clients.
Support the...
Staff Solutions Recruitment
Port Elizabeth, Eastern Cape
17 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
20 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
22 days ago
...SUMMARY:
My client within the wealth management sector, has an opportunity for a Paraplanner to join their gr
POSITION INFO:
My client within the wealth management sector, has an opportunity for a Paraplanner to join their growing team in Cape Town. The role...
CA Financial Appointments
Cape Town, Western Cape
14 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
7 days ago
...SUMMARY:
Our client, based in Southern Suburbs, is seeking a Paraplanner. The main purpose of the role is to provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyses to both prospective and...
Conova Recruitment
Cape Town, Western Cape
17 days ago
...SUMMARY:
My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town.
POSITION INFO:
My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town. Responsibilities:
Recording of...
CA Financial Appointments
Cape Town, Western Cape
a month ago
...SUMMARY:
Our client in the Financial Planning industry is seeking to urgently place an RE5 accredited Paraplanner in Menlyn:
POSITION INFO:
Minimum requirements:
~ Gr.12 / Matric
~ Moonstone RE5 accreditation
~ NQF5 or B.Com degree in Financial Planning...
Dante Personnel
Menlyn, Pretoria
23 days 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
a month ago
R 20,000 per month
...Further 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)...
PikUniq
Durban, KwaZulu-Natal
a month ago
Required Experience: Independent advisory
In the investment and life insurance space
Employee benefits scheme administration
Requirements:
~4-5 years experience in the financial services industry.
~ Relevant tertiary education or courses essential.
~ Exposure to financial planning is essential.
~ Understanding of FAIS and FICA legislation essential.
~ Must be computer literate...
Job Description
A wealth manager is looking to recruit a Paraplanner who will come alongside the External Relationship Manager as well as the MD and fulfil the new business being taken on, as well as looking after the existing book of clients. This role requires the...
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 ...
...investigations or detailed calculations and are not process driven Client communication and follow up regarding all areas of the Paraplanners responsibility Key performance measures Professional Growth/Development Personal professional milestones are achieved as per...
...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...
...To find out more, click Apply or head on over to Crayon to review the full spec and apply
How you'll role
As a Paraplanner, you will prepare and maintain client files, implement recommendations, and review compliance paperwork. This includes compiling paperwork...
PARAPLANNER ( Wealth Management)(Area:) La Lucia(Salary:) Market Related(Ref: AG)Our clients seeks to appoint a fully qualified and experienced Paraplanner to join their team in La Lucia. Must have a completed Postgraduate Diploma in Financial Planning and have completed...
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...
