Paraplanner - Pretoria, South Africa - People Dimension

Paraplanner

3 weeks ago

My renowned client in Pretoria is seeking a suitably qualified Paraplanner to join their Wealth team in Pretoria. · **Responsibilities**: · - Financial Planning support · - Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as ...

Paraplanner

3 weeks ago

**Paraplanner** · Location**:Pretoria East, Gauteng** · A leading insurance company dedicated to providing comprehensive financial solutions has a position available for a Paraplanner. · Key Responsibilities: · - Conduct thorough research on insurance products, market trends, and ...

Financial Paraplanner

2 weeks ago

_**FINANCIAL PARAPLANNER, R25k neg, near Silverlakes**_ · - **OR CANIDATE WITH COMPLETED FINANCIAL PLANNING DEGREE WITHOUT EXPERIENCE - to be trained as a Paraplanner**_ · - **EXCELLENT CAREER OPPORTUNITY ☆☆☆Upmarket, well established company in the Financial Services Industry, r ...

Financial Paraplanner

2 weeks ago

_**FINANCIAL PARAPLANNER, R25k neg, near Silverlakes**_ · - **EXCELLENT CAREER OPPORTUNITY ☆☆☆Upmarket, well established company in the Financial Services Industry, requires the following**:_ · .Bachelor's degree in finance, economics, accounting, or a related field. · 3+ Years o ...

Financial Paraplanner

3 weeks ago

_**FINANCIAL PARAPLANNER, R25k neg, near Silverlakes**_ · - **OR CANIDATE WITH COMPLETED FINANCIAL PLANNING DEGREE WITHOUT EXPERIENCE - to be trained as a Paraplanner**_ · - **EXCELLENT CAREER OPPORTUNITY ☆☆☆Upmarket, well established company in the Financial Services Industry, r ...

Financial Paraplanner

2 weeks ago

_**FINANCIAL PARAPLANNER, R25k neg, near Silverlakes**_ · - **EXCELLENT CAREER OPPORTUNITY ☆☆☆Upmarket, well established company in the Financial Services Industry, requires the following**:_ · .Bachelor's degree in finance, economics, accounting, or a related field. · 3+ Years o ...

Financial Paraplanner

5 days ago

_**FINANCIAL PARAPLANNER, R25k neg, near Silverlakes**_ · - **OR CANIDATE WITH COMPLETED FINANCIAL PLANNING DEGREE WITHOUT EXPERIENCE - to be trained as a Paraplanner**_ · - **EXCELLENT CAREER OPPORTUNITY ☆☆☆Upmarket, well established company in the Financial Services Industry, r ...

Paraplanner / Financial Adviser Assistant

2 weeks ago

**Job description**: · This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Paraplanner to provide an efficient administrative support function to three Advisers. In this role you will be allocated a portfolio of clients ...

Paraplanner

2 weeks ago

**Paraplanner** · **Job description**: · This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Paraplanner to provide an efficient administrative support function to three Advisers. In this role you will be allocated a por ...

Paraplanner

2 weeks ago

**Paraplanner** · **Job description**: · This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Paraplanner to provide an efficient administrative support function to three Advisers. In this role you will be allocated a por ...

Paraplanner

5 days ago

**Responsibilities**: · Client administrationClient communication - written and spokenManagement of to-do listsOverall project management to ensure that all projects are scheduled and completed on time · **Requirements**: · - Must comply with all the Fit and Proper requirements a ...

Paraplanner

1 week ago

Client communication - written and spoken · Management of Claire and my to-do lists · Overall project management to ensure that all Family Projects are scheduled and completed on timeMust have been supervised or completed their supervision or been exposed to the following (or mos ...

Paraplanner

1 week ago

OF TASKS · Complete work requests (including the preparation of written Records of Advice, technical calculations and technical advice) on behalf of Wealth managers/ advisors as per company policies and procedures · Review all financial information on Elite Wealth or load new inf ...

Paraplanner

1 week ago

An exciting opportunity exists for a suitably qualified individual in the Wealth space. · **Responsibilities**: · - Perform comprehensive research and analysis of client portfolios, understand the individual balance sheets · - Assist with financial planning, liaise with Wealth Ma ...

Investment Analyst/paraplanner

2 days ago

We require a Paraplanner to provide an efficient administrative support function to three Advisers. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in basic financi ...

Internal Advisor Paraplanner

1 week ago

SALES · Follow 6 steps in Financial Planning including Needs Analysis. Interact with clients diligently and fairly. Adviceon Life,Investments,Retirement products with a view to upgrades. Maintain a minimum UPGRADE target of ______per month · Assist with downgrades if required and ...

Broker Assistant/ Paraplanner

2 weeks ago

Synopsis: · A leading financial planner in Pretoria is looking for a Wealth Advisor/ Assistant, with experience and knowledge in life and risk insurance - long term insurance to join their dynamic company. · Job Description: · Job Description/Duties: · • Assisting Financial Plann ...

Paraplanner

3 weeks ago

Internal Advisor / Paraplanner (POS24138) · Fourways · R to R per month plus commission and incentives · Requirements: · Matric · RE5 – Minimum Requirement · 120 Credits · Degree or diploma within the financial services/insurance/ etc space · 3 years of previous Paraplanner exper ...

Paraplanner

2 weeks ago

Internal Advisor / Paraplanner (POS24138) · Fourways · R to R per month plus commission and incentives · Requirements: · Matric · RE5 – Minimum Requirement · 120 Credits · Degree or diploma within the financial services/insurance/ etc space · 3 years of previous Paraplanner exper ...

Paraplanner

1 week ago

Internal Advisor / Paraplanner (POS24138) · Fourways · R to R per month plus commission and incentives · Requirements: · Matric · RE5 Minimum Requirement · 120 Credits · Degree or diploma within the financial services/insurance/ etc space · 3 years of previous Paraplanne ...