5 Paraplanner Financial Jobs in Pretoria
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Paraplanner Emporium Human Capital - Fourways Telephonic reviews & assisting Advisors with general Client reviews internal & external if Updating schedules, FNAs prep, Identify Shortfalls & Opportunities, Astute downloads to Data Capturer client servicing... R15k - 22k per month 23 days ago
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Internal Advisor Paraplanner Sandton, Gauteng, South Africa Ensuring that all Compliance documentation is loaded on X-plan and that compliance documentation and Financial Needs Analysis (FNA)accompany all new business and/or client servicing. Checking that the... More than 30 days ago
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Insurance Administrator 15 000 - 25 000 Featherway Recruiting - Randpark Ridge, Gauteng, South Africa The QA will be responsible for checking all compliance documents, applications, quotes and supporting documents for any discrepancies, omissions, errors, or non-compliance, for their allocated panel of... 15 000 - 25 000 11 days ago
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Insurance Administrator Featherway Recruiting - Randburg, Gauteng, South Africa The QA will be responsible for checking all compliance documents, applications, quotes and supporting documents for any discrepancies, omissions, errors, or non-compliance, for their allocated panel of... R15,001 - R20,000 pm 11 days ago
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Paraplanner (Discovery) Featherway Recruiting - Randpark Ridge, Gauteng, South Africa -Servicing changes on existing client base -Finalising servicing quotes -Preparing summary for of proposal for review by Advisor and client -Re - iterating the DRO value proposition and need for vitality... R15,001 - R20,000 pm 18 days ago
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