Search Results: 17 vacancies
...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
23 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
20 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
26 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:
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
more than 2 months ago
...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...
...Request and summarise quotes for existing and potential clients.
Assist in training and developing learner and new adviser in paraplanner skills.
Provide monthly performance reports and feedback from learner advisors.
Prepare reports for qualification and registrations...
Sagen Advisory Recruitment company is looking for a young, dynamic, experienced, and qualified Para-Planner, who has a passion for growth, teamwork, and mentorship for a reputable Financial Advisory and Consultancy Company in Durbanville, Cape Town.
The Job requires...
...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...
Conova Recruitment
Cape Town, Western Cape
13 days ago
...of the Wealth Manager
Manage the process of preparation of client review packs (with assistance from administrative team and Paraplanners where necessary and as per business requirements).
Legislative Compliance (FICA and FAIS):
Apply basic knowledge of the FAIS...
Conova Recruitment
Cape Town, Western Cape
22 days ago
...Certified Financial Planner® (CFP)
Minimum 3 years financial industry experience (preferably as a financial planner, but also
paraplanner and relevant product provider role)
RE5, Class of Business (COB), and relevant CPD credits
Bachelor''s degree in finance ,...
The Recruitment Council
Cape Town, Western Cape
more than 2 months ago
...leads
EBSure Wills, a new entry to and exit of- company corporate fund
MedSure client base
Full Support Structure: Admin, Paraplanner, Office + Boardroom, 1-link access to Specialists
Hands-on practical-in-field-training with
CEO / Senior- / Executive- /...
...to Planner on daily basis as required
# Save telephone calls into Workpool for record keeping
# Work with the Planner and ParaPlanner within the processes to assist with new business and amendments to existing business:
# Longterm assurance policies medical aids...
...flexibility and follow a hybrid workplace model. Our advisors are supported by an inhouse dedicated team of administrators and paraplanners.
As a financial advisor you will be responsible for providing comprehensive financial planning offering expert advice on finance...
...teams production
Opportunity for management experience, subject to an approved action plan
Full Support Structure: Admin, Paraplanner, Office + Boardroom, 1-link access to Specialists
Qualify for bi-annual company retreats and monthly events.
Monthly events...
...international business.
ZERO Desking fees fully equipped back office with 100% admin Full support structure including admin support, paraplanners, office amenities, and specialist resources.
Ready to Join the Team?
Apply now and embark on a rewarding career journey....
...Business Degree or similar
CFP or studying towards CFP
RE 5
Experience Requirements
Previous experience working as a paraplanner or in a similar position for 2-5 years
Track record of client acquisition and selling
Knowledge in tailored financial solutions...
PPS
Cape Town, Western Cape
6 days ago
