Paraplanner Jobs in Somerset West

Hire 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...

from: jobmail.co.za - 2 days ago

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...

from: jobplacements.com - More than 30 days ago

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...

from: jobplacements.com (+1 source) - 19 days ago