Hybrid position with successful candidate to reside in Durban, Cape Town or Johannesburg. Target-driven with postgraduate qualification and previous
Responsibilities will include capturing client information, managing email and telephonic communication, arranging medicals, and compiling compliance
Join this Wealth Firm as a Paraplanner Responsibilities: • Administration • Client Relationship Management • Investment analysis and proposal •
Job Description Business Description: Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a
Company is looking for experienced life and investment financial advisors to be based in Umhlanga. Company offers the following: ü Provision of office space
Business Description: Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of
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
The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients.The Paraplanner is required to
The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. The Paraplanner is required
The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. The Paraplanner is required
Description Our client in the Financial Services industry is currently looking to employ a Paraplanner based in Kloof/Hillcrest/Westville.A wonderful career
Requirements:4-5 years in the financial services industry.Relevant tertiary education or courses.Exposure to financial planning.Understanding of FAIS and FICA
Requirements: 4-5 years in the financial services industry. Relevant tertiary education or courses. Exposure to financial planning. Understanding of FAIS and
Join this Wealth Firm as a Paraplanner Responsibilities: • Administration • Client Relationship Management • Investment analysis and proposal • Gather
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
Join this Wealth Firm as a Paraplanner Responsibilities: • Administration• Client Relationship Management• Investment analysis and proposal• Gather
Join this Wealth Firm as a Paraplanner Responsibilities: • Administration • Client Relationship Management • Investment analysis and proposal • Gather
Overview (Area): La Lucia Ridge(Salary): Market Related(Ref: MP)An established wealth management group requires a Paraplanner to join their growing team in La
Key responsibilities? Preparation of Records of Advice for both Local and Offshore Investments and Long-Term Assurance? Preparation of Financial Plans (Death,
Key responsibilities ? Preparation of Records of Advice for both Local and Offshore Investments and Long-Term Assurance ? Preparation of Financial Plans