Paraplanner - Pretoria, South Africa - People Dimension

Paraplanner

1 week 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 ...

Paraplanner

1 week 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 ...

Financial Paraplanner

1 week 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

3 days 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 ...

Paraplanner / Financial Adviser Assistant

4 hours 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

3 days 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

1 day 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

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 ...

Broker Assistant/ Paraplanner

3 days 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 days 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 Paraplanner exper ...

Paraplanner

3 days 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 experie ...

Wealth Adviser Assistant

3 days ago

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we enc ...

Wealth Broker Assistant

1 week ago

**Job description**: · The wealth adviser assistant forms part of the administration support team and is responsible for the effective support of wealth advisers and the office manager. The role requires oversight of all administrative functions to ensure accurate and detailed re ...

Parra Planner Insurance and Investments

1 week ago

Remuneration: R18 000> & Incentives · **Requirements**: · NQF 5 qualification · RE5 · Discovery paraplanning experience an absolute must · The Employee is responsible for, but not limited to the following tasks: · 1. Extracting all information from new business file provided by t ...