Key responsibilities ? Preparation of Records of Advice for both Local and Offshore Investments and Long-Term Assurance ? Preparation of Financial Plans
My client within the wealth management sector, has an opportunity for a Paraplanner to join their growing team in Cape Town. The role will provide technical
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
Are you a skilled Senior Paraplanner seeking new challenges and growth opportunities? Our client, who is a prominent Financial Services company, has an
Main Purpose of Job To provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyses to
Our client, a market leader in the Financial Services sector, is looking for a Senior Paraplanner, based on Cape Town The main purpose of this role is to
Our client, a market leader in the Financial Services sector, is looking for a Senior Paraplanner, based on Cape Town The main purpose of this role is to
Description Our client in the Financial industry is currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape
We are looking for Dynamic independent Short-Term Insurance Paraplanners who are based around the Helderberg area, Cape Town, who specialise in supporting
Sagen Advisory Recruitment company is looking for a young, dynamic, experienced, and qualified Para-Planner, who has a passion for growth, teamwork, and
Requirements: Relevant investment/financial degree or diploma / qualification. Knowledge and experience in a financial/investment environment (minimum 3 - 5
Requirements:Relevant investment/financial degree or diploma / qualification.Knowledge and experience in a financial/investment environment (minimum 3 - 5
Our client is scouting for an exceptional Paraplanner to join their team and provide key support to Wealth Managers through professional, in-depth research and
Our client is scouting for an exceptional Paraplanner to join their team and provide key support to Wealth Managers through professional, in-depth research and
Key Responsibilities:Proposals and reporting for clients and prospects:Construct & produce Asset Allocation reports for existing clients.Construct & produce
Key Responsibilities:Adhering to Practice Notes and other internal policies/processes that are regularly introduced to the practice.Assisting Clients with risk
My client within the wealth management sector, has an opportunity for a Paraplanner to join their growing team in Cape Town. The role will provide technical
My client within the wealth management sector, has an opportunity for a Paraplanner to join their growing team in Cape Town. The role will provide technical
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