Search Results: 5 vacancies
R 20,000 per month
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Position: ParaPlanner - Financial Planning
Location: Kloof, Durban
About the role: The Paraplanner supports the Financial Planning Partner(s)...
...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...
...~100% commission
~ Office, Telephone, and IT support
~ Joint Calls with experienced advisors
~ Full Admin Support
~ Paraplanner (for highly productive advisers)
~ Dialler
~ Leads
~ Promotion Days
~ Marketing support
~ Compliance
~ Dedicated BC...
...~100% commission
~ Office, Telephone, and IT support
~ Joint Calls with experienced advisors
~ Full Admin Support
~ Paraplanner (for highly productive advisers)
~ Dialler
~ Leads
~ Promotion Days
~ Marketing support
~ Compliance
~ Dedicated BC...
...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...