Paraplanner Jobs in Claremont

The Recruitment Council - claremont, Western Cape

d. Resolve and manage admin related queries or issues with clients directly on behalf of the Wealth a. Ensure a basic level of product knowledge by keeping up to date with products used by service administrative... R400 000 - R420 000

from: jobplacements.com - More than 30 days ago

The Recruitment Council - Claremont

This is an opportunity to join a high-performing advisory team in a role that combines operational execution with client impact. Ideal for a proactive, detail-driven professional looking to grow within...

from: jobplacements.com - More than 30 days ago

Hire Resolve - 7130 Somerset West, South Africa

A minimum of 5 years' experience as a Paraplanner, specifically with case preparation, or significant exposure to Records of Advice, Financial Needs Analysis, and industry compliance. Our client is offering... R540 000

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

Rory Mackie & Associates - Cape Town

With branches in Somerset West, Stellenbosch and Johannesburg, they serve clients across the Western Cape and Gauteng. The core advisory team has worked together for more than a decade, bringing deep expertise...

from: jobplacements.com - 8 days ago

HR Genie - Bellville

Liaise closely with all stakeholders (i.e. Wealth Planners / Financial Advisors, External brokers, Investment Consultants from Life and Asset Management Companies) A financial qualification is essential...

from: jobplacements.com - More than 30 days ago

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

Knowledge of Astute, Elite Wealth system, and NinetyOne investment platform will be advantageous. Please note should you not receive a response within two weeks of applying you may assume that your application... Commensurate with experience.

from: pnet.co.za - 11 days ago

HR Genie - Bellville

Process and implement client instructions related to switches, repurchases, maturities, surrenders, and Section 14 and Section 37 transfers. Conduct quality control on the outputs of Wealth Managers to...

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

ZAQ Agency - Somerset West, Western Cape, South Africa

We're partnering with a leading UK wealth management firm expanding its operations into South Africa. We're looking for experienced professionals - including Paraplanners , Financial Advisors , and Wealth...

from: pnet.co.za - 18 days ago