Requirements: 4-5 years in the financial services industry. Relevant tertiary education or courses. Exposure to financial planning. Understanding of FAIS and
Main Duties:Build and maintain constructive and effective relationships with clients.Provide clients with suitable, customized financial advice after having
Main Duties:Build and maintain constructive and effective relationships with clients.Provide clients with suitable, customized financial advice after having
These jobs were popular with other job seekers We are recruiting for a Senior PARAPLANNER for our client within the Financial Services Industry. Role is based
Main Duties:Build and maintain constructive and effective relationships with clients.Provide clients with suitable, customized financial advice after having
These jobs were popular with other job seekers We are recruiting for a Senior PARAPLANNER for our client within the Financial Services Industry. Role is based
Join this Wealth Firm as a Paraplanner Responsibilities:• Administration• Client Relationship Management• Investment analysis and proposal• Gather
Are you a skilled Senior Paraplanner seeking new challenges and growth opportunities? Our client, who is a prominent Financial Services company, has an
These jobs were popular with other job seekersA leading investment company is searching for a Paraplanner/Analyst to provide an efficient administrative
Our client is seeking a Paraplanner to support their financial planners on financial strategies, plans, and products. You must have the following to apply: A
Duties and Responsibilities:Technical and administrative financial planning support to Financial Advisers & Wealth Managers. Formulate effective
The Paraplanner will work well together with the wealth manager and financial planner as a team providing assistance to clients. If you are passionate about
The Paraplanner will work well together with the wealth manager and financial planner as a team providing assistance to clients. If you are passionate about
Hybrid position with successful candidate to reside in Durban, Cape Town or Johannesburg. Target-driven with postgraduate qualification and previous
Description Our client in the Financial industry is currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape
The Paraplanner will work well together with the wealth manager and financial planner as a team providing assistance to clients. If you are passionate about
My client in the financial services industry is currently recruiting for a Para planner. This is a medium sized firm that invests in its employees. The Para
Requirements:Relevant investment/financial degree or diploma / qualification.Knowledge and experience in a financial/investment environment (minimum 3 - 5
Responsibilities will include capturing client information, managing email and telephonic communication, arranging medicals, and compiling compliance
My client in the financial services industry is currently recruiting for a Para planner. This is a medium sized firm that invests in its employees. The Para