Paraplanner Jobs in Fourways

Emporium Human Capital - Fourways (+2 locations)

Assist with marketing campaigns, Network and obtain referrals and leads, follow up on leads from Presentation and negotiations to individuals & Groups (Where necessary) Creating and following up of TASKS... R15k - 22k per month

from: jobplacements.com (+2 sources) - 23 days ago

The Recruitment Council - Johannesburg

Para-planning / Financial Needs Analysis / Estate Planning. Looking for new business opportunities from the current client base. Be able to correspond with clients and do quotes. Setting up of appointments...

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

TRASA - Johannesburg, Gauteng

Follow 6 steps in Financial Planning including Needs Analysis. Interact with clients diligently and fairly. Advice on Life,Investments,Retirement products with a view to upgrades. Maintain a minimum UPGRADE... 25000

from: jobslin.com - 10 days ago

Johannesburg, Gauteng, South Africa

All aspects of pre-client meeting activities such as preparation of meeting agendas, client paperwork, Investment Policy statements, asset allocations as well as post-client meeting tasks such as develop...

from: jobleads.co.za - 15 days ago

Sandton, Gauteng, South Africa

Ensure client files comply with POPI, FICA, FAIS legislation requirements. Contact clients and product providers for their input. Experience in use of X-Plan as FNA tool would be an advantage. Prepare...

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

Micah Govender Developments - Johannesburg

Company is looking for experienced life and investment financial advisors to be based in Durban. ü Training support, i.e. technical and soft skills training Paraplanner (for highly productive advisers) ü...

from: jobplacements.com - More than 30 days ago

Sandton, Gauteng, South Africa

The Applicant, by their conduct in proceeding with an application for this position, gives their consent to the processing of their personal information as required by the TRASA Recruitment, Selection...

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

Featherway Recruiting - Randpark Ridge, Gauteng, South Africa

Work with a group of highly productive Financial Advisers and support staff with one of Discovery's largest franchises. We have an ongoing need for support staff with Discovery experience in our team. 15 000 - 25 000

from: pnet.co.za - 11 days ago

Featherway Recruiting - Randpark Ridge, Gauteng, South Africa

-Time management and workflow must be impeccable -Must be detail orientated, conscientious and organised -Adaptability. Must be able to work with a panel of different Advisors -Discovery product knowledge... R15,001 - R20,000 pm

from: careerjunction.co.za - 18 days ago

Featherway Recruiting - Randburg, Gauteng, South Africa

Work with a group of highly productive Financial Advisers and support staff with one of Discovery's largest franchises. We have an ongoing need for support staff with Discovery experience in our team. R15,001 - R20,000 pm

from: careerjunction.co.za - 11 days ago