Paraplanner Jobs in Bellville

HR Genie - Bellville

Morningstar, Moneymate, Spotlight Investor, Futuresight, Portfolio tools provided by Asset Management Companies (Financial tools) Drafting of reports including cash flow, asset allocations and adding annexures...

from: jobplacements.com - More than 30 days ago

HR Genie - Bellville

Provide ongoing financial advice to clients, in collaboration with the Wealth Planners, on portfolio matters such as risk, market trends, investment performance, benchmarks, and insured values. Proactively...

from: jobplacements.com (+1 source) - 19 days ago

Hire Resolve - 7130 Somerset West, South Africa (+1 location)

A leading Wealth Management company is seeking an experienced Paraplanner with strong experience in financial planning processes, investment vehicles, and regulatory compliance to join their team in Somerset... R540 000

from: simplify.hr (+3 sources) - 2 days ago

Rory Mackie & Associates - Cape Town

Our client, a boutique investment advisory and wealth management firm, is seeking a Paraplanner to join them at their Somerset West branch. With over R30 billion in assets under advice, the firm delivers...

from: jobplacements.com - 8 days ago

The Recruitment Council - claremont, Western Cape

b. Draft and/or check Record of Advice and Replacement disclosure forms accurately and correctly The main purpose of this role is to deliver exceptional support to a Wealth Manager, effectively managing... R400 000 - R420 000

from: jobplacements.com - More than 30 days ago

Headhunters - Cape Town, South Africa, Cape Town, South Africa

Our Client in the Financial Service Industry, based in Tyger Waterfront Bellville is looking to employ a Paraplanner to join their team. Assist with investment applications, switches, transfers, and documentation... Commensurate with experience.

from: pnet.co.za - 11 days ago

The Recruitment Council - Claremont

A prestigious wealth management firm in Cape Town is seeking a skilled Wealth Management Associate to support a senior Director in delivering high-quality service to high-net-worth clients. The ideal candidate...

from: jobplacements.com - More than 30 days ago

ZAQ Agency - Somerset West, Western Cape, South Africa

You'll be part of a growing South African-based team supporting UK clients. Exact responsibilities will depend on your background, but may include suitability report writing, research, client support,...

from: pnet.co.za - 18 days ago