3 Paraplanner Jobs in Somerset West
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ParaplannerHire Resolve
Somerset West 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. Strong verbal and... 2 days ago -
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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