14 Paraplanner Jobs
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Paraplanner CA Financial Appointments - Claremont Independent investment management and wealth advisory business offering their services to a host of industries, looking to employ a Paraplanner. In this role you will be responsible for preparing and implementing... More than 30 days ago
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Paraplanner - Constantia Ultra Personnel - Cape Town The Paraplanner is required to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business Development Manager when necessary. The Paraplanner... 28 days ago
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Paraplanner Treetop Talent - Randpark Ridge, Gauteng, South Africa Extracting all information from new business file provided by the broker and inserting information into Discovery Smart advice, with the view of completing a comprehensive FNA. Broker has a maximum one... Yesterday
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Paraplanner (Western Cape) PartnerUp (Pty) Ltd - Cape Town The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. The Paraplanner is required to collaborate very closely with the Financial... 28 days ago
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SENIOR WEALTH MANAGER HR Genie - Bellville Provide ongoing financial advice to clients, in collaboration with the Wealth Planners, on portfolio matters such as risk, market trends, investment performance, benchmarks, and insured values. Support... 14 days ago
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Paraplanner/Administration clerk - Life Insurance industry Moureau & Associates - Edenvale, Gauteng New Business processing, Application Preparation, Client information/onboarding, In House servicing, taking full responsibility for all outstanding business and following up on a daily basis, Liaise with... 15000 More than 30 days ago
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Wealth Management Associate Conova Recruitment - Cape Town 3-5 years working experience in the financial planning environment assisting Wealth Managers and Financial Advisors with administrative tasks or within administration with a focus on high volume tasks... 25000 Monthly 28 days ago
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Graduate: Junior Paraplanner The Talent Experts - Claremont, Western Cape, South Africa You're a dedicated listener with a thirst for knowledge and a client-centric approach. You thrive in a structured environment where attention to detail is paramount and you're eager to join a dynamic team... 2 days ago
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Hiring a Paraplanner / Advisory Support for our Client in Cape Town Market Related Careerline Recruitment - Cape Town, Western Cape, Kwazulu Natal, Gauteng, South Africa The core function of the successful candidate is to provide various administrative support functions, to assist the Financial Advisors, to build and maintain relationships with clients Monitor mailboxes... Market Related 8 days ago
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Paraplanner (Discovery) Featherway Recruiting - Garsfontein, Gauteng, South Africa Staying up to date on product changes and enhancements Staying up to date on the financial planning industry and new trends Client Information gathering Consolidating and re-structure of a client's existing... R15,001 - R20,000 pm 22 days ago
Top locations
- Cape Town (9)
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- Pretoria (1)
- Bellville (1)
- Claremont (1)