Paraplanner Jobs
CA Financial Appointments - Cape Town City Centre, Cape Town Region, ZA
Responsibilities: Provide investment planning technical support to Trust Officer(s) in team, including research and analysis of client portfolios Preparation of minutes of client meetings, record of advice... Market related
from: adzuna.co.za (+1 source) - 6 days ago
Conova Recruitment - Cape Town City Centre, Cape Town Region, ZA
Technical expertise: Provide technical support e.g. performance queries (using Morningstar Direct analysis software). Assist in the development and maintenance of wealth management products / strategies... 50000 Monthly
from: adzuna.co.za (+2 sources) - 8 days ago
Conova Recruitment - Cape Town
Arranging for the timely signature of documents by a Planner which may include the use of digital e-signing applications (QuicklySign) or similar and following up with both Advisors and Clients in this... 25000 Monthly
from: jobplacements.com (+1 source) - 13 days ago
Headhunters - East London, Buffalo City, ZA
Responsibilities, but not limited to: 1. Client Data Management: Responsible for client data recording on the companys internal CRM software applications (XPlan, etc.), ensuring completeness and accuracy... Monthly
from: adzuna.co.za (+4 sources) - 9 days ago
The Recruitment Council - Johannesburg, Gauteng, ZA
Are you a skilled paraplanner seeking new opportunities? Our reputable client, a leading firm in the financial industry, is currently expanding its team and seeking a talented individual to join their... Market related
from: adzuna.co.za (+1 source) - 14 days ago
Staff Solutions Recruitment - Portelizabeth
Maintain the relationships with clients on the Senior Paraplanners / Brokers behalf by via telephonic and email communication with the client, conveying feedback from the Senior Paraplanner / Broker to...
from: jobplacements.com - More than 30 days ago
Dante Personnel - Menlyn, Pretoria, ZA (+1 location)
Com degree in Financial Planning or any other Wealth Management related qualification Fluent in Afrikaans and English (read, write, and speak) MS Office SANFIN/XPLAN 4 Years consecutive and current experience... Market related
from: adzuna.co.za (+2 sources) - 14 days ago
Headhunters - Hillcrest, eThekwini, ZA (+2 locations)
Responsibilities and expectations but not limited to: Client data management Responsible for client data recording on the companys internal CRM software applications (XPlan, etc.), ensuring completeness... Monthly
from: adzuna.co.za (+4 sources) - 26 days ago
The Recruitment Council - claremont, Western Cape
Are you a skilled Senior Paraplanner seeking new challenges and growth opportunities? Our client, who is a prominent Financial Services company, has an exceptional position available as a Senior Paraplanner...
from: jobplacements.com - More than 30 days ago
CA Financial Appointments - Cape Town City Centre, Cape Town Region, ZA
Responsibilities: Recording of client meeting minutes and deliverables Preparation of financial plans and needs analysis according to internal processes Communicate with relevant product providers to request... Market related
from: adzuna.co.za (+1 source) - 26 days ago