Paraplanner - Cape Town, South Africa

AVB Financial Solutions cc offers a holistic approach to financial planning. This full-time role supports financial advisors with research and client reporting. · Strong expertise in Financial Planning · Exceptional Analytical Skills to evaluate financial data · ...

This is a full-time, on-site role for a Paraplanner based in Cape Town. · ...

Our client seeks an experienced Paraplanner to support their team within the Financial Sector. The ideal candidate will possess excellent analytical skills and attention to detail. · About the Role: · Gather and analyze clients' financial information including income, expenditure ...

Key responsibilities include drafting client agendas, generating review reports, capturing meeting notes and implementing action items. · Draft and send client agenda's · Complete work requests including preparation of written Records of Advice · ...

Support our advisory team by preparing accurate, insightful financial plans and helping deliver an exceptional client experience. · ...

Let's Write Africa's Story Together · Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. · Job Description · naThe key focus of this role is to generate qualified leads for the Financial Advisors. The incumbent is accountable for achi ...

· Reference: SW006150-JM-1 · My client, a leading financial services company is seeking to employ an Paraplanner with a minimum of 5 years experience within the financial industry as a Paraplanner.  · The ideal candidate will have a relevant B.Com Financial degree (Economics, Fi ...

Generate qualified leads for Financial Advisors. · The key focus of this role is to achieve results through own efforts. · Responsible for sourcing new business. · ...

· Introduction · To provide technical, research and administrative support to Financial Advisors in the preparation and implementation of financial planning strategies. · Duties & Responsibilities · Assist and support Wealth Adviser by dealing with client queries telephonically ...

We require a Paraplanner to provide an efficient administrative support function to a Wealth Adviser in Stellenbosch. · Financial Planning support · Formulate effective financial plan documents and/or risk management documents, · Customer Service · ...

Wealth Manager to join their team. Opportunity for a professional with strong financial advice experience to grow their career within a reputable organisation. · ...

We're seeking a dynamic Wealth Acquisition Manager to join our Team — individuals who will bring Nedbank's Connected Wealth vision to life. · ...

Wealth Acquisition Manager to join our Team — individuals who will bring Nedbank's Connected Wealth vision to life. This role is pivotal in driving impactful growth, fostering collaboration and shaping the future of integrated wealth management at Nedbank Private Wealth. · Formul ...

Wealth Management Associate provides professional administrative and operational support to a Wealth Manager. Key Responsibilities include administrative support, compliance responsibilities and technical assistance. · 3–5 years' experience within a financial planning or wealth m ...

Wealth Management Administrative AssistantOur client is looking for an organised and efficient Administrative Assistant to assist a team of Financial Advisors with the processing of all financial administration for new and existing clients. · ...

We're seeking a dynamic Wealth Manager to join our Cape Town Team — individuals who bring Nedbank's Connected Wealth vision to life. This role is pivotal in driving impactful growth, fostering collaboration, and shaping the future of integrated wealth management at Nedbank Privat ...

We are seeking a dynamic Wealth Manager to join our Cape Town Team — individuals who bring Nedbank's Connected Wealth vision to life. This role is pivotal in driving impactful growth, fostering collaboration and shaping the future of integrated wealth management at Nedbank Privat ...

Why Work at Mercer Advisors? · For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we p ...

Why Work at Mercer Advisors? · For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we p ...

Wealth Manager is required to provide comprehensive service to existing clients including conducting portfolio reviews in accordance with company policy. · BComCFP AccreditationRE Qualification · ...