8 Paraplanner Jobs in Cape Town
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Paraplanner 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... 8 days ago
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Paraplanner
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 2 days ago -
Paraplanner / Senior Assistant to Financial Advisors – Tyger Waterfront Bellville. Commensurate with experience. 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. 11 days ago
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Wealth Management Roles - UK Experience Essential 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... 18 days ago
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PARAPLANNER - BELLVILLE 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... More than 30 days ago
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SENIOR FINANCIAL ADVISOR/WEALTH MANAGER 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... 19 days ago
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Wealth Management Associate | 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 More than 30 days ago
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Wealth Management Associate 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... More than 30 days ago
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