Paraplanner Jobs

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Paraplanner - Financial Advisory  

Square 1 Recruitment - Johannesburg

A growing bespoke financial advisory firm is looking for a paraplanner with 3 years experience to join their team. Interested? Please apply here. R360 000

from: jobplacements.com - More than 30 days ago

Paraplanner / Senior Assistant to Financial Advisors – Tyger Waterfront Bellville. Commensurate with experience.  

Headhunters - Cape Town, South Africa, Cape Town, South Africa

Our Client in the Financial Service Industry, based in Tyger Waterfront Bellville is looking to employ a Paraplanner to join their team. Assist with investment applications, switches, transfers, and documentation... Commensurate with experience.

from: pnet.co.za - 12 days ago

SENIOR FINANCIAL ADVISOR/WEALTH MANAGER  

HR Genie - Bellville

Provide ongoing financial advice to clients, in collaboration with the Wealth Planners, on portfolio matters such as risk, market trends, investment performance, benchmarks, and insured values. Proactively...

from: jobplacements.com (+1 source) - 20 days ago

Wealth Management Associate | Claremont  

The Recruitment Council - claremont, Western Cape

b. Draft and/or check Record of Advice and Replacement disclosure forms accurately and correctly The main purpose of this role is to deliver exceptional support to a Wealth Manager, effectively managing... R400 000 - R420 000

from: jobplacements.com - More than 30 days ago

Paraplanner R 20 000 - R 35 000 CTC  

Flink Recruit Pretoria - Sandton, Gauteng, South Africa

We are looking for a paraplanner based in Sandton.The paraplanner supports financial planners by preparing and organizing client financial information, conducting research, and assisting with the creation... R 20 000 - R 35 000 CTC

from: pnet.co.za - 18 days ago

Wealth Management Associate  

The Recruitment Council - Claremont

A prestigious wealth management firm in Cape Town is seeking a skilled Wealth Management Associate to support a senior Director in delivering high-quality service to high-net-worth clients. The ideal candidate...

from: jobplacements.com - More than 30 days ago

PARAPLANNER (CFP) Market Related  

SRG Recruitment (Pty) Ltd. - Umhlanga, Durban, South Africa

Our well-established national client seeks to appoint a suitably qualified (minimum of a Post Graduate Diploma in Financial Planning / CFP or in progress) with at least 1 year experience as a Paraplanner... Market Related

from: pnet.co.za - 27 days ago

Wealth Management Roles - UK Experience Essential  

ZAQ Agency - Somerset West, Western Cape, South Africa

You'll be part of a growing South African-based team supporting UK clients. Exact responsibilities will depend on your background, but may include suitability report writing, research, client support,...

from: pnet.co.za - 19 days ago

Paraplanner at Resourgenix  

Resourgenix - Illovo, Gauteng, South Africa

This full-time Paraplanner role, based in Illovo, Gauteng, supports a growing life and investment portfolio within a Private Clients division. The role involves full ownership of administrative, coordination... Undisclosed

from: careerjunction.co.za - 3 days ago

Paraplanner at Competent Candidates  

Competent Candidates (PTY) LTD - Bloemfontein, Free State, South Africa

Client Case Preparation: Gather and analyse clients' financial information, such as income, expenditure, assets, liabilities, insurance policies, and existing investments. Compile comprehensive files to... Undisclosed

from: careerjunction.co.za - 19 days ago


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