Paraplanner Jobs in Cape Town

Ultra Personnel - Cape Town

Work closely with Assistants, Product Provider support people, Wealth Account Managers and Broker Consultant to assist your Financial Planning Partner in the financial planning process and proposition...

from: jobplacements.com - 29 days ago

PartnerUp (Pty) Ltd - Cape Town

Work closely with Assistants, Product Provider support people, Wealth Account Managers and Broker Consultant to assist your Financial Planning Partner in the financial planning process and proposition...

from: jobplacements.com - 29 days ago

The Talent Experts - Claremont, Western Cape, South Africa

As a Paraplanner, you'll play a pivotal role in supporting a financial planning practice. From conducting thorough financial needs analyses to proposing investment strategies tailored to the client's needs...

from: pnet.co.za - 3 days ago

Conova Recruitment - Cape Town

Manage the process of preparation of client review packs (with assistance from administrative team and Paraplanners where necessary and as per business requirements) Ensure a basic level of product knowledge... 25000 Monthly

from: jobplacements.com - 29 days ago

Careerline Recruitment - Cape Town, Western Cape, Kwazulu Natal, Gauteng, South Africa

Excellent opportunity for a Paraplanner to join a diversified wealth management company focused on delivering real value to its investors over the long term! Assist walk in clients (redemptions, account... Market Related

from: pnet.co.za - 9 days ago

PSS Recruitment - Cape Town, Western Cape, Kwazulu Natal, Gauteng, South Africa

Relevant qualifications and min 3 years experience required. Market related

from: pnet.co.za - 17 days ago

HR Genie - Bellville (+1 location)

Analyse the performance of client portfolios and prepare review reports in accordance with company policies and standards. Proactively identify new business opportunities and promote the full range of...

from: jobplacements.com (+2 sources) - 15 days ago

CA Financial Appointments - Claremont

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for...

from: jobplacements.com - More than 30 days ago

PSS Recruitment - Cape Town Region, Western Cape, South Africa

Collation of all necessary documentation relating to administration of local and offshore investment instructions, including redemptions and switches, and share dealing. Ensure necessary authority obtained... Undisclosed

from: careerjunction.co.za - 17 days ago