Key Responsibilities: Proposals and reporting for clients and prospects: Construct & produce Asset Allocation reports for existing clients. Construct & produce
Key Responsibilities:Proposals and reporting for clients and prospects:Construct & produce Asset Allocation reports for existing clients.Construct & produce
Requirements:4-5 yearsexperiencein the financial services industry.Relevant tertiary educationor courses essential.Exposure to financial planningis
Key Responsibilities:Adhering to Practice Notes and other internal policies/processes that are regularly introduced to the practice.Assisting Clients with risk
Our client is looking for an experienced Paraplanner / Financial advisor to join their growing team. This role would suit an individual who loves financial
To find out more, click Apply or head on over to Crayon to review the full spec and applyhttps://crayon.jobs/jobs/south-africa/sandton/paraplanner/1206How
Are you a skilled Wealth Manager seeking a rewarding career move? We have a fantastic opportunity with a leading Financial Services company, renowned for its
Overview (Area:) La Lucia(Salary:) Market Related(Ref: AG) Our clients seeks to appoint a fully qualified and experienced Paraplanner to join their team in La
Job published: Job published: 22-02-2024 Job ID: Job ID: 34743 Phone number: Phone number: +27310018945 Job Description Our client, a market leader in the
A well known and established company in Gqeberha is looking to employ a qualified and professional Paraplanner to join their team.General DutiesAssist the
Key responsibilities ? Preparation of Records of Advice for both Local and Offshore Investments and Long-Term Assurance ? Preparation of Financial Plans
Key responsibilities ? Preparation of Records of Advice for both Local and Offshore Investments and Long-Term Assurance ? Preparation of Financial Plans
Qualifications required: RE exams and NQF5 or industry related degree Requirements: 3-5 Years Discovery systems and product experience 3-5 Years smart advice
IntroductionA well-established financial planner in Pretoria East is looking for an experienced Assistant Paraplanner to join their company.Desired Experience
Qualifications required: RE exams and NQF5 or industry related degree Requirements: 3-5 Years Discovery systems and product experience 3-5 Years smart advice
Synopsis:A leading financial planner in Pretoria is looking for a Wealth Advisor/ Assistant, with experience and knowledge in life and risk insurance - long
Sagen Advisory Recruitment company is looking for a young, dynamic, experienced, and qualified Para-Planner, who has a passion for growth, teamwork, and
We, Sagen Advisory, are recruiting several Financial Planners for a rapidly expanding wealth management business with a reputation for excellence. These
Main Purpose of Job To provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyses to
We, Sagen Advisory, are recruiting several Financial Advisors for a rapidly expanding wealth management business with a reputation for excellence. These