Paraplanner Jobs in Pretoria

Moureau & Associates - Edenvale, Gauteng

Helping consultants attend to implementing new wills and service existing wills, Assist consultant with onboarding of new clients both digitally and with paperwork. Ensure that portfolio is then prepared... 15000

from: jobslin.com - More than 30 days ago

Network Finance - Johannesburg North, Johannesburg, South Africa

If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions. We also invite you...

from: pnet.co.za - 9 days ago

Square 1 Recruitment - Bryanston, South Africa

A successful financial advisory business is looking for a strong paraplanner to join their team. The business is expanding and is looking for a paraplanner with a qualification and 3+ years experience...

from: pnet.co.za - 14 days ago

Featherway Recruiting - Rivonia, Gauteng, South Africa

-Adaptability. Must be able to work with a panel of different Advisors -Discovery product knowledge required -Discovery system experience needed 1. Extracting all information from new business file provided... R15,001 - R20,000 pm

from: careerjunction.co.za - 23 days ago

Network Finance - Johannesburg North, Johannesburg, South Africa

My client, a well-established and growing firm in the financial services industry, is currently looking for a dedicated Paraplanner to join their dynamic team. This medium-sized company places strong emphasis...

from: pnet.co.za - 13 days ago

Ultra Personnel : Pharmaceutical, Insurance, Engineering - JHB - Northern Suburbs, Johannesburg, South Africa

Responsible for client data recording on the company's internal CRM software applications, ensuring completeness and accuracy of the data while creating more efficient ways to capture data information...

from: pnet.co.za - 14 days ago

Featherway Recruiting - Rivonia, Gauteng, South Africa

-Adaptability. Must be able to work with a panel of different Advisors -Discovery product knowledge required -Discovery system experience needed 1. Extracting all information from new business file provided... R15,001 - R20,000 pm

from: careerjunction.co.za - 23 days ago

Montana Resourcing - Sandhurst, Gauteng, South Africa

Identifying and developing client opportunities in each Advisors' practice by looking at opportunities in each Advisors client database with the senior BDM. Business development activation and assistance... To Be Negotiated

from: pnet.co.za - 10 days ago

Treetop Talent - Randpark Ridge, Gauteng, South Africa

Comparative quotes with Discovery Life, Discovery Invest, Discovery Insure and Discovery Health. We are recruiting for a PARAPLANNER for our client within the Financial Services Industry. Role is based...

from: pnet.co.za - 15 days ago

Equate Recruitment - Fourways, Johannesburg Metropolitan, South Africa

We specialize in helping individuals and businesses navigate the complexities of financial planning and wealth management. Our mission is to support clients in growing, protecting, and managing their wealth... R20 000pm

from: pnet.co.za - 7 days ago