Search Results: 21,217 vacancies
...SUMMARY:
We invite candidates to apply for the Paraplanner position in Port Elizabeth.
POSITION INFO:
General Duties:... ...Broker who has carefully investigated solutions and proposals.
Manage own diary/follow up system.
Manage the diary system and follow...
R 15,000 - 22,000 per month
...SUMMARY:
3 years of previous Paraplanner experience
POSITION INFO:
Internal Advisor / Paraplanner (POS24138)
Fourways... ...reviews internal & external if
~ necessary).
~ Database Management & ensuring reviews are completed on a minimum of
~1 year cycle...
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
...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...
...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...
...SUMMARY:
Paraplanner
POSITION INFO:
Are you a skilled paraplanner seeking new opportunities? Our reputable client, a leading... ...ability to communicate with clients, write effectively, and manage & resolve customer queries.
Self-starter personality and would...
...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...
...SUMMARY:
Senior Paraplanner
POSITION INFO:
Are you a skilled Senior Paraplanner seeking new challenges and growth opportunities... ...You will need to provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial...
R 20,000 per month
...are looking forward to receiving your application.
Position: ParaPlanner - Financial Planning
Location: Kloof, Durban
About the... ..., as well as liaising with the regional Business Development Manager when necessary.
• The Paraplanner takes responsibility for...
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... ...opportunities. You will research solutions, collaborate with advisors, manage portfolios, and organise meetings. Being self-driven, detail...
...between clients and the company. Assisting the Planners with managing their practices. Record keeping and generating reports for the... ...documentation that can be used across all Planners within the office. The Paraplanner may, from time to time, be additionally responsible for...
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...
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...
...We are looking for Dynamic independent Short-Term Insurance Paraplanners who are based around the Helderberg area, Cape Town, who specialise... ...within the interest of the business and the client.
Time management
Attention to detail.
Multi-tasking skills required....
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...
...and prepare quotations.
Process instructions from Portfolio Manager/Advisor.
Prepare compliance reports for lead transactions.... ...Assist in training and developing learner and new adviser in paraplanner skills.
Provide monthly performance reports and feedback from...
...SUMMARY:
Our client, in the Investment sector, is seeking a Wealth Management: Assistant/Paraplanner. The company is based in Southern Suburbs, Cape Town, and office hours will be 08h30 - 16h30. There may be occasions when the incumbent will be required to work extended...
...Our client is looking for an experienced Paraplanner / Financial advisor to join their growing team. This role would suit an individual... ...the Lead Advisor, this would entail providing support in the management of clients - from preparing financial plans and reviews,...
...financial analytics, ambitious drive, dedicated execution excellence, and teamwork.
Responsibilities
New Business Administration
Manage Para-planning with Advisors.
Refer prospective advisors for recruitment.
Develop worksites for advisors.
Refer business to...
...client based in Southern Suburbs of Cape Town, is seeking a Wealth Manager's Assistant. The main purpose of this role is to deliver... ...client review packs (with assistance from administrative team and Paraplanners where necessary and as per business requirements)....