Paraplanner Jobs in Claremont

The Recruitment Council - claremont, Western Cape (+1 location)

3-5 years experience as a paraplanner within wealth management, preparing detailed and complex proposals and financial needs analysis for clients. Prepare Goals Based Wealth Management proposals and reports...

from: jobplacements.com (+1 source) - More than 30 days ago

The Recruitment Council - Claremont, Western Cape (+1 location)

3-5 years experience as a paraplanner within wealth management, preparing detailed and complex proposals and financial needs analysis for clients. Prepare Goals Based Wealth Management proposals and reports... R 480 000 - R 600 000 Per Annum

from: jobplacements.com (+1 source) - More than 30 days ago

Cape Town, Western Cape, South Africa

Assist administrators, clients and financial planners with more technical tasks and relevant queries that require investigations or detailed calculations Preparation of Records of Advice for both Local...

from: jobleads.co.za - More than 30 days ago

CA Financial Appointments - Cape Town

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for...

from: jobplacements.com (+1 source) - More than 30 days ago

Headhunters - Cape Town

As part of financial planning process: Cash flow and performance calculations and projections; Pre-retirement planning calculations; Attendance and note taking in client meetings with planners; Accurately...

from: jobplacements.com (+3 sources) - More than 30 days ago

Cape Town, Western Cape, South Africa

Our client is scouting for an exceptional Paraplanner to join their team and provide key support to Wealth Managers through professional, in-depth research and preparation of best practice solutions for...

from: jobleads.co.za - More than 30 days ago

CA Financial Appointments - Cape Town

Manage and execute on various client projects and to ensure clients are updated on events and transactions My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape...

from: jobplacements.com - More than 30 days ago

The Recruitment Council - CapeTown

Personal profile and competencies Highly technical and analytical thinking, strong financial acumen, high attention to detail, ability to multitask, professional, A related BComm degree and a Postgraduate... R50 000 Per Month

from: jobplacements.com (+1 source) - More than 30 days ago

Loren Robertson Recruitment - Cape Town, Western Cape, South Africa

This is a fantastic opportunity for an experienced Senior Paraplanner to join a well renowned boutique wealth management firm in the southern suburbs of Cape Town. Compile supporting documentation to assist...

from: pnet.co.za - 3 days ago

The Recruitment Council - CapeTown

Grow the business through networking to foster professional connections and promote the firm, ongoing client interaction and relationship management, referrals, and servicing supplied leads. Continually... R 360 000 - R 720 000 Per Annum

from: jobplacements.com (+2 sources) - More than 30 days ago