Requirements: Relevant investment/financial degree or diploma / qualification. Knowledge and experience in a financial/investment environment (minimum 3 - 5 years). At least 3 …
Key Responsibilities: Proposals and reporting for clients and prospects: Construct & produce Asset Allocation reports for existing clients. Construct & produce Proposals fo…
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…
, Our client in the financial services (wealth management) industry is looking for a dynamic Financial Advisor to join their well respected team in Kloof. The successful candidat…
Paraplanner - PretoriaFull job descriptionIntroductionA well-established financial planner in Pretoria East is looking for an experienced Assistant Paraplanner to join their compan…
Western Cape, CPT - CBD Monthly Cost To Company (Market related) Our client in the Financial industry is currently looking to employ Paraplanner | Senior Assistant to Financial…
KwaZulu Natal, Hillcrest Monthly Cost To Company (Market related) Our client in the Financial Services industry is currently looking to employ a Paraplanner based in Kloof/Hill…
Paraplanner (Senior Level) - JhbFull job descriptionWe are recruiting for a Senior PARAPLANNER for our client within the Financial Services Industry. Role is based in Midrand and R…
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 Internal Advisor / Paraplanner (POS24138) Fourways R 15 000 to R 22 000 per month plus commission and incentives Requirements: Matric RE5 Minimum Requirement 120 Credit…
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…
Job Summary Required Experience: Independent advisory In the investment and life insurance space Employee benefits scheme administration Flink Recruitment Recruiter…
Eastern Cape, East London Monthly Cost To Company (Market related) Our client in the Financial Services industry, based in East London, is seeking to add a Paraplanner to their…
Job Summary Internal Advisor / Paraplanner (POS24138) Fourways R 15 000 to R 22 000 per month plus commission and incentives Requirements: Matric RE5 – Minimum Requireme…
Main Duties: Build and maintain constructive and effective relationships with clients. Provide clients with suitable, customized financial advice after having meticulously analy…
Main Duties: Build and maintain constructive and effective relationships with clients. Provide clients with suitable, customized financial advice after having meticulously analy…
Job Summary Requirements: 4-5 years in the financial services industry. Relevant tertiary education or courses. Exposure to financial planning. Understanding of FAIS and FICA…
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…