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Service Advisor (Paraplanner)
Pillangó Placements Pretoria, Gauteng, South Africa
Service Advisor (Paraplanner)
Full Time 1 week ago

If you are a Financial Planning graduate and keen to advance your career in a multi-award-winning FSP, then this position is ideal for you! This position is based in Pretoria East.The Service Advisor (Jnr Paraplanner) will assist in the preparation and construction of financial plans for top tier clients under the supervision of one of South Africa's top Financial Planners who has published severa

Attractive
Service Advisor (Paraplanner)
Pillango Placements Gauteng, South Africa
Service Advisor (Paraplanner)
Full Time 1 week ago

The Service Advisor (Jnr Paraplanner) will assist in the preparation and construction of financial plans for top tier clients under the supervision of one of South Africa's top Financial Planners who has published several books on the subject.This role forms a critical part of the advice process, providing structured technical, administrative, and client service support to Financial Advisers. The

Attractive
Paraplanner
Helderberg Personnel cc Helderberg, Western Cape
Paraplanner
Full Time 1 week ago

My client, a leading financial services company is seeking to employ an Paraplanner with a minimum of 5 years experience within the financial industry as a Paraplanner. The ideal candidate will have a relevant B.Com Financial degree (Economics, Finance, Business Management, Accounting, Risk Management or Financial Planning) and Regulatory Exam for Representatives passed (RE5). Job description

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Glacier and Sanlam Risk & Investment Administrator/Paraplanner
FaceToFace Bluestar Pretoria, South Africa
Glacier and Sanlam Risk & Investment Administrator/Paraplanner
Full Time 1 week ago

Investment Administration • Processing new investment applications. • Processing additional investments, switches, withdrawals, and transfers. • Assisting with Retirement Annuity, Preservation Fund, Living Annuity, and Endowment administration. • Preparing investment review documentation. • Obtaining and providing client investment statements. • Assisting with Glacier

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Client Relationship Specialist / paraplanner
Status Staffing Johannesburg, Gauteng
Client Relationship Specialist / paraplanner
Full Time 3 weeks ago

A leading client of ours is seeking an experienced and professional Client Relationship Specialist to join their team based in Melrose North, Johannesburg. The ideal candidate will have 5–10 years’ experience in private client wealth or relationship management, with a strong background in servicing high-net-worth and ultra-high-net-worth clients, including investment advisory, financ

Attractive
Paraplanner
Status Staffing Helderberg, Western Cape
Paraplanner
Full Time 3 weeks ago

Our client in Somerset West, Cape Town, is seeking a skilled Paraplanner to join their team. The ideal candidate will hold a B.Com (Bachelor of Commerce) degree or equivalent tertiary qualification, with a Postgraduate Diploma in Financial Planning being advantageous. Candidates should have 2–5 years’ experience in a similar role within a Financial Planning or Wealth Management pract

Attractive
PARAPLANNER CPT
Compitant Candidates South Africa, South Africa
PARAPLANNER CPT
Full Time 3 weeks ago

Our client, a well established investment institution, requires the expertise of a qualified financial professional. Education:Postgraduate Diploma in Financial PlanningWorking toward or having achieved Certified Financial Planner® (CFP) statusAt its core, the paraplanner’s role is to assist financial advisors by preparing financial plans, conducting technical analysis, and ensuring

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Paraplanner
Hire Resolve Johannesburg, South Africa
Paraplanner
Full Time 7 months ago

Are you a highly organised and detail-oriented financial professional looking for a challenging role in a dynamic national organisation?Our client, a leading player in the financial services sector with offices in both Pretoria and Bellville, is seeking a meticulous Finance Administrator/Bookkeeper. This is a crucial role responsible for ensuring the accuracy and integrity of their financial recor

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