Paraplanner - Paarl

· Paarl - This is an opportunity to join a well-established family office and team which is growing rapidly. We are seeking a Paraplanner to provide an efficient administrative support function to Advisers. In this role you will be allocated a portfolio of clients to assist with ...

· Reference: SW006154-AM-1 · This is an opportunity to join a well-established family office that is growing rapidly. We are looking for a recent graduate to join our team as a Junior Paraplanner, providing administrative and entry-level paraplanning support to Financial Adviser ...

· Paarl - This is an opportunity to join a well-established family office that is growing rapidly. We are looking for a recent graduate to join our team as a Junior Paraplanner, providing administrative and entry-level paraplanning support to Financial Advisers. · You will be al ...

· 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 ...

· Reference: PC002027-CN-1 · Our client in Somerset West, Cape Town, is seeking a skilled Paraplanner to join their team. The ideal candidate will hold a B.Comm qualification, with a postgraduate qualification in Financial Planning being advantageous. You should have a minimum o ...

· 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 ...

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 Advisers. · Financial Planning supportFormulate effective financial plan documents and/or risk ma ...

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

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

Job Title: · Senior Wealth Manager · About the Role: · This role offers an exciting opportunity for a relationship-driven professional with solid wealth management expertise. · You will take ownership of an existing portfolio of clients providing high-quality advice and building ...

Minimum Requirements · Valid Driver's License · Own Reliable Transport · 25+ years of Age · 2 – 4 years industry experience · RE5 Certificate · Beneficial Requirements · NQF5 Wealth Management OR BComm or relevant Law Degree · PGDFP and/or CFP Designation · Qualifying documents t ...

Job summary: · A financial advisor role at . · ResponsibilitiesMarketing and selling of all Long-Term Insurance solutions, Investments and Wills · Marketing and referring of Short-Term, Medical Aid, EB, and Tax Solutions · ...

The primary purpose of the Associate Wealth Manager is to partner with the wealth manager/s to address risk needs the clients have and to cultivate new and existing client relationships. · ...

An organised and efficient Administrative Assistant is needed to assist a team of Financial Advisors with financial administration for new and existing clients. · Communicating with clients telephonically and electronically. · Data Capture - on CRM system (Elite Wealth) - updatin ...