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- ...SUMMARY: A paraplanner is a vital member of the financial advisory team, providing crucial technical support POSITION INFO: Our client is looking for a Paraplanner within the financial sector. Key Responsibilities Client Case Preparation: Gather and analyse...
HR Genie
Bloemfontein, Free State6 days ago - ...financial advice supported by strong operational and planning capability. POSITION INFO: An excellent opportunity exists for a Paraplanner to join a professional advisory team based in Northcliff. This role is ideal for a detail-oriented and client-focused individual...
Network Recruitment
Johannesburg, Gauteng1 day ago - SUMMARY: - POSITION INFO: 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 ...
Rory Mackie & Associates
Cape Town, Western Cape24 days ago - ...An established wealth management firm with over two decades of excellence in holistic financial services is seeking a qualified Paraplanner to join its dynamic Financial Planning team. With offices in Port Elizabeth, Plettenberg Bay, and Johannesburg, this respected organisation...
Hire Power
Port Elizabeth, Eastern Cape2 days ago - ...SUMMARY: Our client is looking for a Paraplanner to join their team in Sandton POSITION INFO: Roles and Responsibilities Financial Planning Support Conduct research on investment, retirement, and insurance products. Prepare financial needs analyses (...
Flink Recruitment
Sandton, Gauteng29 days ago - ...SUMMARY: Paraplanner POSITION INFO: ~ Our client is seeking a dynamic and experienced Paraplanner to join their team. This role provides technical and administrative support to Financial Advisers and Wealth Planners, involving the gathering and analysis...
The Recruitment Council
Bryanston, Sandtona month ago - ...SUMMARY: - POSITION INFO: The Senior Paraplanner/Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated Wealth Specialist’s team that they work for. They provide first class service to all clients and as such increase...
Hired Recruitment (Pty) Ltd
Johannesburg, Gautenga month ago - ...SUMMARY: - POSITION INFO: The JUNIOR Paraplanner/Client Relationship Officer (CRO) first and foremost are responsible for the servicing of all our existing private clients that form part of the Wealth Team’s allocated client book. The JUNIOR Paraplanner/CRO...
Hired Recruitment (Pty) Ltd
Johannesburg, Gautenga month ago - 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...
- This practice is known for its professional standards, stable client base, and commitment to doing things properly. You will work alongside experienced Wealth Advisers in a structured, ethical environment where technical excellence and client trust are non-negotiable, and...
- ...: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...
- Paraplanner (with professional certification)
- ....Job description: This is an opportunity to join a well-established office and team which is growing rapidly. We require a Paraplanner to provide an efficient administrative support function to Advisers. This role bridges the gap between administration and advisory...
- ...Our Client, a prominent brand name in the Financial Services Industry; is seeking to employ a highly experienced Senior Paraplanner / Administrator ( long-term insurance and investment ) to their team based in Port Elizabeth. RE5 Qualification is essential. Candidates...
- ...About the Opportunity Paraplanner Menlyn Pretoria Market related salary Do you thrive in a support role have what it takes to help make a Wealth Manager successful and eager to work towards becoming a Wealth Manager yourself Is this you Youve worked...
- Read some of our best articles with tips and advice for the workplace Reference: 10724 AV Consultant: Anneke Viviers Working with the Financial Planner to assist in preparation of: Financial plans, risk analysis and recommendations to clients. Proposal...
- ...Insure. Each applies its own dedicated focus to our clients'âÃÂàfinancial 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...
- ...but full training will be provided. Good technical knowledge and understanding of FCA rules. You must be qualified. Our UK Paraplanners hold a Level 4 Diploma in Financial Planning. We would want you to be comparable. Excellent knowledge of Pensions and...
- ...your career in financial advice and help enhance transformation within the industry. What the Programme Offers: Employment as a Paraplanner or Assistant Adviser in a local office. Focused Mentorship and guidance to build essential knowledge and skills. A...
The Recruitment Council
Durban, KwaZulu-Natalmore than 2 months ago - ...You will be critical in meeting service standards and deadlines. Mentorship & Coaching: Review the work of less experienced paraplanners and assist in the coaching and mentoring of team members as required. You may also assist with the induction of new team members...
The Recruitment Council
Johannesburg, Gautengmore than 2 months ago - ...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...
- ...consistent compliance behaviours across clusters. People Development & Cluster Support Conduct monthly engagements with Planners, Paraplanners, Administrators, and Trainees to track performance, capacity, and progress to competency. Lead the Traineeship programme rollout...
- ...experienced Senior Wealth Administrator with at least 5 years direct experience in a supporting role to financial planners and paraplanners. XPlan and MS Office at an intermediate level is essential. The incumbent must have exceptional telephone interpersonal and deadline...
- ...We are currently seeking a Client Relationship Specialist (Paraplanner) for our esteemed client based in Melrose North Johannesburg. The ideal candidate will have 35 years of experience as a Private Client Wealth / Relationship Manager specifically with high and ultra-...
- ...CFP Accreditation RE Qualification Approximately 5 years experience in the financial services industry. Wealth Manager or Paraplanner experience advantageous. Own vehicle and valid drivers licence. Strong understanding of the financial services industry....
- ...operational 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...
