Paraplanner Jobs in Menlyn
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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) - 25 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 - 12 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 - 17 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
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
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 - 13 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 - 20 days ago
Flink Recruitment - Sandton
Job Summary Required Experience: Independent advisory In the investment and life insurance space Employee benefits scheme administration 18000
from: jobmail.co.za - More than 30 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 - 13 days ago