We are looking for Dynamic independent Short-Term Insurance Paraplanners who are based around the Helderberg area, Cape Town, who specialise in supporting clients with holistic fin…
Requirements: Relevant investment/financial degree or diploma / qualification. Knowledge and experience in a financial/investment environment (minimum 3 - 5 years). At least 3 …
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 support to a number of …
Job Description 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 suppo…
My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town. Responsibilities: Recording of client meeting minutes and deliverables Prep…
Job Description My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town. Responsibilities: Recording of client meeting minutes and …
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 support to a number of …
Job Summary Key Responsibilities: Proposals and reporting for clients and prospects: Construct & produce Asset Allocation reports for existing clients. Construct & produce Proposal…
Key Responsibilities: Proposals and reporting for clients and prospects: Construct & produce Asset Allocation reports for existing clients. Construct & produce Proposals fo…
Key Responsibilities: Adhering to Practice Notes and other internal policies/processes that are regularly introduced to the practice. Assisting Clients with risk profiling via,…
Job Summary My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town. Responsibilities: Recording of client meeting minutes and deliverabl…
My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town. Responsibilities: Recording of client meeting minutes and deliverables Prep…
Job Summary Duties and Responsibilities: Technical and administrative financial planning support to Financial Advisers & Wealth Managers. Formulate effective financial/Investment/R…
Job Summary Are you a skilled Senior Paraplanner seeking new challenges and growth opportunities? Our client, who is a prominent Financial Services company, has an exceptional posi…
Are you a skilled Senior Paraplanner seeking new challenges and growth opportunities? Our client, who is a prominent Financial Services company, has an exceptional position availab…
Are you a skilled Senior Paraplanner seeking new challenges and growth opportunities? Our client, who is a prominent Financial Services company, has an exceptional position availab…
Our client is looking to recruit a Financial Planner & Analyst to join their team remotely from South Africa as soon as possible. About the company: Our client is a hospitality g…
Make your mark with successful Financial Services player focusing on the development of digital offerings and driving their success in the digital marketplace. POSITION INFO: I…
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 commitment to excellen…
Job Summary Are you a skilled Senior Paraplanner seeking new challenges and growth opportunities? Our client, who is a prominent Financial Services company, has an exceptional posi…