Paraplanner | UK hours
VirtuHire · Posted today
About the role
Time Paraplanner to support senior brokers with the day-to-day. Requirements 1+ years experience sourcing and managing
Client Relationship Specialist / paraplanner
Status Staffing · Posted today
About the role
A recent professional profile photo is to accompany your application EMPLOYMENT TYPE : Permanent SECTOR : Wealth Management BASIC SALARY : Market related START DATE : A.S.A.P REQUIREMENTS: 5-10 years'
SENIOR PARAPLANNER
SRG Recruitment · Posted 1 days ago
About the role
Must have Matric / Grade 12, Completed RE Exam, working knowledge of FAIS / FICA Legislation, FAIS Accreditation, 5+ years' experience in the financial planning industry, proficiency in financial plan
Paraplanner | Sandton
The Recruitment Council · Posted 1 days ago
About the role
and families. They are currently seeking a highly skilled, energetic, and self-starting Paraplanner to join their dynamic Financial
Paraplanner | Pretoria
The Recruitment Council · Posted 5 days ago
About the role
Role: Paraplanner Category: Financial Services Location: Pretoria Salary: Market-related Our client is a well...-established financial advisory business looking for a professional and mature Paraplanner to join their team in Sandton. The main
Paraplanner | Boemfontein
The Recruitment Council · Posted 5 days ago
About the role
Role: Paraplanner Category: Financial Services Locations: Bloemfontein Salary: Market-related Our client... is seeking an experienced and dedicated Paraplanner to provide efficient administrative support to their team of Advisers
Paraplanner | Pretoria
The Recruitment Council · Posted 5 days ago
About the role
Our client is a well-established financial advisory business looking for a professional and mature Paraplanner
Paraplanner | Bloemfontein
The Recruitment Council · Posted 5 days ago
About the role
Our client is seeking an experienced and dedicated Paraplanner to provide efficient administrative support
Level 4 Qualified Paraplanner
The Legends Agency · Posted 6 days ago
About the role
Level 4 Qualified Paraplanner Support UK financial planning for high-net-worth clients while working remotely... financial planning, report writing and technical research. THE ROLE: LEVEL 4 QUALIFIED PARAPLANNER The Level 4 Qualified
Level 4 Qualified Paraplanner
The Legends Agency · Posted 6 days ago
About the role
Level 4 Qualified Paraplanner Support UK financial planning for high-net-worth clients while working remotely from Cape..., report writing and technical research. THE ROLE: LEVEL 4 QUALIFIED PARAPLANNER The Level 4 Qualified Paraplanner will support
Paraplanner
The Recruitment Council · Posted 6 days ago
About the role
Role: Paraplanner Category: Financial Services Location: Gauteng Salary: Market-related Are you an analytical...? Our client is seeking a fully bilingual (English and Afrikaans) Paraplanner to provide end-to-end technical, compliance
Paraplanner
The Recruitment Council · Posted 7 days ago
About the role
Our client is seeking an experienced and dedicated Paraplanner to provide efficient administrative support
Paraplanner | Morningside, Durban
The Recruitment Council · Posted 7 days ago
About the role
Our client, a Durban-based, investment-led financial planning business, is looking for a high-performing Paraplanner
Paraplanner
The Recruitment Council · Posted 7 days ago
About the role
Job Description Role: Paraplanner Category: Financial Services Location: Pretoria Salary: Market-related... Our client is a well-established financial advisory business looking for a professional and mature Paraplanner to join their team
Paraplanner
The Recruitment Council · Posted 8 days ago
About the role
Role: Paraplanner Category: Financial Services Location: Pretoria Salary: Market-related Our client is a well...-established financial advisory business looking for a professional and mature Paraplanner to join their team in Sandton. The main
Paraplanner | Bloemfontein
The Recruitment Council · Posted 9 days ago
About the role
, leading firm within the Financial Services sector. They are looking for a skilled and detail-oriented Paraplanner... As a Paraplanner, you will provide critical support in financial planning, client relationship management, and administration
Paraplanner | Gauteng
The Recruitment Council · Posted 11 days ago
About the role
within a highly respected wealth management practice? Our client is seeking a fully bilingual (English and Afrikaans) Paraplanner
Paraplanner | Cape Town
The Recruitment Council · Posted 11 days ago
About the role
Role: Paraplanner Category: Financial Services Location: Cape Town Salary: Market-related Our client is a well...-established financial advisory business looking for a professional and mature Paraplanner to join their team in Sandton. The main
Paraplanner | Bloemfontein
The Recruitment Council · Posted 12 days ago
About the role
Our client is seeking an experienced and dedicated Paraplanner to provide efficient administrative support
Paraplanner
The Recruitment Council · Posted 12 days ago
About the role
Role: Paraplanner Category: Financial Services Location: Gauteng Salary: Market-related Are you an analytical...? Our client is seeking a fully bilingual (English and Afrikaans) Paraplanner to provide end-to-end technical, compliance
Para Planner
Techm Studios · Posted today
About the role
Minimum requirements: Relevant Bachelor's degree or financial planning qualification required RE5 required 13 years' experience in a Paraplanner, Assistant Paraplanner, Wealth Management or Financial Planning role. Strong understanding of financial planning and investment products . Strong understanding of FAIS/FICA and financial services compliance . Consultant: Gabi Le Cordier - Dante Personnel Centurion
SENIOR PARAPLANNER
Techm Studios · Posted 1 days ago
About the role
Must have Matric / Grade 12, Completed RE Exam, working knowledge of FAIS / FICA Legislation, FAIS Accreditation, 5 years experience in the financial planning industry, proficiency in financial planning software and analysis tools, Advanced Excel skills and proficiency in MS Office, Outlook and Internet, ability to work under pressure, as well as a completed CFP qualification. Correspondence will only be conducted with short listed candidates. Should you not hear from us within 14 days then ple…
Paraplanner
Flink Recruit Pretoria · Posted 1 days ago
About the role
Introduction We are looking for an experienced Paraplanner to support our Advisors with high-quality financial planning analysis, research, and client servicing. If you have a passion for financial planning, thrive in a fast-paced environment, and bring strong technical expertise, we want to connect with you. Duties & Responsibilities Financial Planning Support Conduct research on investment, retirement, and insurance products. Prepare financial needs analyses (FNA). Draft client proposals, inv…
Paraplanner Sandton
Flink Recruit Pretoria · Posted 1 days ago
About the role
We are looking for an experienced Paraplanner to support our Advisors with high-quality financial planning analysis, research, and client servicing. If you have a passion for financial planning, thrive in a fast-paced environment, and bring strong technical expertise, we want to connect with you. Financial Planning Support Conduct research on investment, retirement, and insurance products. Prepare financial needs analyses (FNA). Draft client proposals, investment summaries, and retirement plann…
Paraplanner | UK hours
VirtuHire · Posted 1 days ago
About the role
Our client, a specialist property finance and mortgage brokerage is looking to hire a reliable, detail-oriented Full Time Paraplanner to support senior brokers with the day-to-day. Requirements 1 years experience sourcing and managing cases in the UK mortgage market. Nice to Have (Not Essential) Familiarity with CRMs, deal pipelines, or lender portals, in particular OMS. Working Style Fully remote. Office hours are 9am to 6pm UK Time, Monday to Friday. Task-based work with clear instructions an…
Paraplanner Faerie Glen, Pretoria
Yazoo Recruitment · Posted 1 days ago
About the role
Paraplanner with a relevant Finance, Investment or Economics Degree AND Postgraduate Diploma in Financial Planning OR CFP qualification and with minimum 3-5 years' Paraplanning experience, required to provide administrative support to Advisers and attend to a portfolio of clients, assist in processing transactions, dealing with clients directly, relationship management and to provide basic financial planning, for an FSP based in Faerie Glen, Pretoria. Responsibilities: Financial Planning suppor…
Paraplanner Market Related CTC salary offered
Yazoo Recruitment · Posted 1 days ago
About the role
Paraplanner with a relevant Finance, Investment or Economics Degree AND Postgraduate Diploma in Financial Planning OR CFP qualification and with minimum 3-5 years' Paraplanning experience, required to provide administrative support to Advisers and attend to a portfolio of clients, assist in processing transactions, dealing with clients directly, relationship management and to provide basic financial planning, for an FSP based in Faerie Glen, Pretoria. Responsibilities: Financial Planning suppor…
Paraplanner R 20 000 - R 40 000 CTC
Flink Recruit Pretoria · Posted 1 days ago
About the role
We are looking for an experienced Paraplanner to support our Advisors with high-quality financial planning analysis, research, and client servicing. If you have a passion for financial planning, thrive in a fast-paced environment, and bring strong technical expertise, we want to connect with you. Financial Planning Support Conduct research on investment, retirement, and insurance products. Prepare financial needs analyses (FNA). Draft client proposals, investment summaries, and retirement plann…
A Paraplanner
Techm Studios · Posted 4 days ago
About the role
Role: ParaplannerCategory: Financial ServicesLocation: GautengSalary: Market-relatedAre you an analytical, detail-driven paraplanning professional looking to grow your career within a highly respected wealth management practice? Our client is seeking a fully bilingual (English and Afrikaans) Paraplanner to provide end-to-end technical, compliance, and research support to a busy financial adviser.Responsibilities:Financial Analysis & Planning: Gather and analyze client financial information (inc…
Paraplanner (Investments)
Exceed Human Resource Consultants · Posted 4 days ago
About the role
Introduction Our client operates within the financial services industry, providing investment-related services and support to its clients. The company places a strong emphasis on integrity, excellence and growth, with a focus on delivering a high standard of client service and building strong, long-term relationships. Duties & Responsibilities Provide administrative and operational support to financial advisors. Act as the key link between advisors, product providers and clients. Build and main…
Level 4 Qualified Paraplanner
The Legends Agency · Posted 4 days ago
About the role
Introduction Level 4 Qualified Paraplanner Support UK financial planning for high-net-worth clients while working remotely from Cape Town, with clear progression pathways toward becoming a Financial Advisor. Cape Town, South Africa | Fully Remote Initially, with Access to Office Space | 9:00 AM – 5:00 PM UK Time | R29,000 – R55,000 per month, depending on experience and ability to justify a higher salary ABOUT OUR CLIENT Our client is a growing wealth management firm supporting clients within t…
Level 4 Qualified Paraplanner
Legends EOR · Posted 5 days ago
About the role
Level 4 Qualified Paraplanner Support UK financial planning for high-net-worth clients while working remotely from Cape Town, with clear progression pathways toward becoming a Financial Advisor. Cape Town, South Africa | Fully Remote Initially, with Access to Office Space | 9:00 AM – 5:00 PM UK Time | R29,000 – R55,000 per month, depending on experience and ability to justify a higher salary ABOUT OUR CLIENT Our client is a growing wealth management firm supporting clients within the UK financi…
Paraplanner - Port Elizabeth
Techm Studios · Posted 6 days ago
About the role
Requirements: A relevant tertiary qualification, such as BCom Financial Planning, Accounting, Law, General or a similar qualification Alternatively, relevant industry experience will be considered Strong analytical and problem-solving skills Excellent attention to detail and accuracy Proficiency in Microsoft Office Adaptable and comfortable learning and using new technologies Comfortable using AI tools in a professional environment Ability to perform financial calculations accurately Ability to…
Paraplanner (Junior or Senior)
ACG Growth Partners · Posted 6 days ago
About the role
Home› Current Vacancies› Paraplanning ›Paraplanner (Junior or Senior) Paraplanner (Junior or Senior) Independent FAIS-Licensed Financial Planning Practice Walmer, Gqeberha (Port Elizabeth) Permanent Paraplanning Junior Ref ACG-PP-005 Position Paraplanner (Junior or Senior) Company Independent FAIS-Licensed Financial Planning Practice Location Walmer, Gqeberha (Port Elizabeth), Eastern Cape Region Eastern Cape Employment type Permanent Position level Junior Work model Office-based Reporting line…
Paraplanner / Business Developer
Techm Studios · Posted 6 days ago
About the role
A prominent and growing financial services organization dedicated to supporting financial advisors, operational excellence, and asset growth. The Paraplanner / Business Developer provides dedicated business development and paraplanning support to a panel of financial advisors and the regional portfolio manager, driving growth in assets under management and ensuring adherence to advisory standards.Key responsibilitiesManage alignment and expectation management with regional partners and their ba…
Paraplanner - Port Elizabeth
Headhunters · Posted 6 days ago
About the role
Reference: PE003965-RVW-1 Our client in the financial services industry is seeking to employ a Paraplanner to join their team based in Port Elizabeth. Exciting Opportunity: Join a dynamic and professional team where your analytical, technical and financial planning skills will make an immediate impact. This is an excellent opportunity for a detail-oriented and proactive individual who is interested in developing their career within independent financial advice and practice management. Requireme…
Paraplanner - Port Elizabeth
Headhunters · Posted 6 days ago
About the role
Our client in the financial services industry is seeking to employ a Paraplanner to join their team based in Port Elizabeth. Exciting Opportunity: Join a dynamic and professional team where your analytical, technical and financial planning skills will make an immediate impact. This is an excellent opportunity for a detail-oriented and proactive individual who is interested in developing their career within independent financial advice and practice management. Requirements: A relevant tertiary q…
Paraplanner Brackenfell, Cape Town
Exceed Human Resource Consultants · Posted 6 days ago
About the role
Our client operates within the financial services industry, providing investment-related services and support to its clients. The company places a strong emphasis on integrity, excellence and growth, with a focus on delivering a high standard of client service and building strong, long-term relationships. Provide administrative and operational support to financial advisors. Act as the key link between advisors, product providers and clients. Build and maintain strong professional relationships …
Paraplanner (Investments) Market related
Exceed Human Resource Consultants · Posted 6 days ago
About the role
Our client operates within the financial services industry, providing investment-related services and support to its clients. The company places a strong emphasis on integrity, excellence and growth, with a focus on delivering a high standard of client service and building strong, long-term relationships. Provide administrative and operational support to financial advisors. Act as the key link between advisors, product providers and clients. Build and maintain strong professional relationships …
Paraplanner / Financial Planner position available
Techm Studios · Posted 6 days ago
About the role
Combined Wealth, a proud franchise of Fairbairn Consult, is looking for an energetic and motivated Paraplanner / Financial Planner to join our growing team. Who are we? Combined Wealth is well established franchise operating under the well-established Fairbairn Consult group. Fairbairn Consult is one of South Africa’s leading financial services practices, providing comprehensive wealth management, investment, retirement, fiduciary and risk planning solutions through a national network of profes…
Paraplanner | Paarl Western Cape
Techm Studios · Posted 10 days ago
About the role
About the OpportunityA leading, well-established South African Financial Services firm located in the picturesque region of Paarl is seeking an experienced and detail-oriented Paraplanner to join their dynamic team.In this pivotal role, you will provide comprehensive financial planning support and efficient administrative backup to Financial Advisers. You will manage a designated portfolio of clients, assist with processing transactions, draft technical advice documents, handle direct client en…
Paraplanner
Techm Studios · Posted 12 days ago
About the role
Role: Paraplanner Category: Financial Services Location: Gauteng Salary: Market-related Are you an analytical, detail-driven paraplanning professional looking to grow your career within a highly respected wealth management practice? Our client is seeking a fully bilingual (English and Afrikaans) Paraplanner to provide end-to-end technical, compliance, and research support to a busy financial adviser. Responsibilities: Financial Analysis & Planning: Gather and analyze client financial informatio…
Paraplanner Umhlanga
Fouche & Co Pty Ltd · Posted 13 days ago
About the role
Reference: DBN000753-JB-1 Kwa-Zulu Natal - Unlock a rewarding career opportunity empowering financial practices and driving regional growth across KwaZulu-Natal. Take the next step in your professional journey and partner with forward-thinking financial professionals to elevate their business potential. A prominent and growing financial services organization dedicated to supporting financial advisors, operational excellence, and asset growth. The Paraplanner / Business Developer provides dedica…
Paraplanner / Business Developer
Fouche & Co Pty Ltd · Posted 13 days ago
About the role
Reference: DBN000753-JB-1 Kwa-Zulu Natal - Unlock a rewarding career opportunity empowering financial practices and driving regional growth across KwaZulu-Natal. Take the next step in your professional journey and partner with forward-thinking financial professionals to elevate their business potential. A prominent and growing financial services organization dedicated to supporting financial advisors, operational excellence, and asset growth. The Paraplanner / Business Developer provides dedica…
Paraplanner / Business Developer
Fouche & Co Pty · Posted 13 days ago
About the role
Reference: DBN000753-JB-1 Kwa-Zulu Natal - Unlock a rewarding career opportunity empowering financial practices and driving regional growth across KwaZulu-Natal. Take the next step in your professional journey and partner with forward-thinking financial professionals to elevate their business potential. Duties & Responsibilities A prominent and growing financial services organization dedicated to supporting financial advisors, operational excellence, and asset growth. The Paraplanner / Business…
Paraplanner / Business Developer
Techm Studios · Posted 14 days ago
About the role
A prominent and growing financial services organization dedicated to supporting financial advisors, operational excellence, and asset growth. The Paraplanner / Business Developer provides dedicated business development and paraplanning support to a panel of financial advisors and the regional portfolio manager, driving growth in assets under management and ensuring adherence to advisory standards. Key responsibilities Manage alignment and expectation management with regional partners and their …
PARAPLANNER
Dante Group Pty Ltd · Posted 15 days ago
About the role
Reference: CEN000831-GLC-C-1 Do you have strong analytical skills in wealth management? Become our client's next Paraplanner. Minimum requirements: Relevant Bachelor's degree or financial planning qualification required RE5 required 1–3 years' experience in a Paraplanner, Assistant Paraplanner, Wealth Management or Financial Planning role. Strong understanding of financial planning and investment products . Strong understanding of FAIS/FICA and financial services compliance . Consultant: Gabi L…
Paraplanner
Dante Group Pty · Posted 15 days ago
About the role
Reference: CEN000831-GLC-C-1 Do you have strong analytical skills in wealth management? Become our client's next Paraplanner. Duties & Responsibilities Minimum requirements: Relevant Bachelor's degree or financial planning qualification required RE5 required 1–3 years' experience in a Paraplanner, Assistant Paraplanner, Wealth Management or Financial Planning role. Strong understanding of financial planning and investment products . Strong understanding of FAIS/FICA and financial services compl…
Paraplanner
Hire Resolve · Posted 16 days ago
About the role
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 records and administrative processes. This role offers an opportunity to manage key financial function…
Business Development Officer / Paraplanner
Techm Studios · Posted 18 days ago
About the role
Requirements: Grade 12 / Matric Tertiary qualification (Bachelors Degree in Commerce, Finance, Investments would be essential) 3 - 5 year's experience in financial services or in a similar role. Experience in Financial Planning would be an advantage (Certified Financial Planner status would be advantageous) Computer skills: Microsoft Office (Excel, Word, Outlook essential); Qlikview. Xplan experience. Responsibilities but not limited to: Operations Manage the alignment and expectation managemen…
Paraplanner | Paarl Western Cape
Techm Studios · Posted 18 days ago
About the role
About the Opportunity A leading, well-established South African Financial Services firm located in the picturesque region of Paarl is seeking an experienced and detail-oriented Paraplanner to join their dynamic team . In this pivotal role, you will provide comprehensive financial planning support and efficient administrative backup to Financial Advisers . You will manage a designated portfolio of clients, assist with processing transactions, draft technical advice documents, handle direct clien…
Paraplanner
Yazoo Recruitment · Posted 18 days ago
About the role
Paraplanner with a relevant Finance, Investment or Economics Degree AND Postgraduate Diploma in Financial Planning OR CFP qualification and with minimum 5 years’ Paraplanning experience, required to provide administrative support to Advisers and attend to a portfolio of clients, assist in processing transactions, dealing with clients directly, relationship management and to provide basic financial planning, for an FSP based in Paarl. Responsibilities: Financial Planning support Formulate financ…
Paraplanner Paarl
Yazoo Recruitment · Posted 18 days ago
About the role
Paraplanner with a relevant Finance, Investment or Economics Degree AND Postgraduate Diploma in Financial Planning OR CFP qualification and with minimum 5 years' Paraplanning experience, required to provide administrative support to Advisers and attend to a portfolio of clients, assist in processing transactions, dealing with clients directly, relationship management and to provide basic financial planning, for an FSP based in Paarl. Responsibilities: Financial Planning support Formulate financ…
Paraplanner Durban
Headhunters · Posted 18 days ago
About the role
Reference: PE003922-CV-1 Our Client, a leader in the Financial Services space; is seeking to employ a Business Development Officer / Paraplanner to join their team based in KwaZulu - Natal Requirements: Grade 12 / Matric Tertiary qualification (Bachelor's Degree in Commerce, Finance, Investments would be essential) 3 - 5 year's experience in financial services or in a similar role. Experience in Financial Planning would be an advantage (Certified Financial Planner status would be advantageous) …
Business Development Officer / Paraplanner
Headhunters · Posted 18 days ago
About the role
Reference: PE003922-CV-1 Our Client, a leader in the Financial Services space; is seeking to employ a Business Development Officer / Paraplanner to join their team based in KwaZulu - Natal Duties & Responsibilities Requirements: Grade 12 / Matric Tertiary qualification (Bachelor’s Degree in Commerce, Finance, Investments would be essential) 3 - 5 year's experience in financial services or in a similar role. Experience in Financial Planning would be an advantage (Certified Financial Planner stat…
Business Development Officer / Paraplanner
Headhunters · Posted 18 days ago
About the role
Our Client, a leader in the Financial Services space; is seeking to employ a Business Development Officer / Paraplanner to join their team based in KwaZulu - Natal Requirements: Grade 12 / Matric Tertiary qualification (Bachelor’s Degree in Commerce, Finance, Investments would be essential) 3 - 5 year's experience in financial services or in a similar role. Experience in Financial Planning would be an advantage (Certified Financial Planner status would be advantageous) Computer skills: Microsof…
Paraplanner Market Related CTC salary offered
Yazoo Recruitment · Posted 18 days ago
About the role
Paraplanner with a relevant Finance, Investment or Economics Degree AND Postgraduate Diploma in Financial Planning OR CFP qualification and with minimum 5 years' Paraplanning experience, required to provide administrative support to Advisers and attend to a portfolio of clients, assist in processing transactions, dealing with clients directly, relationship management and to provide basic financial planning, for an FSP based in Paarl. Responsibilities: Financial Planning support Formulate financ…
Paraplanner | Gauteng
Techm Studios · Posted 19 days ago
About the role
Are you an analytical, detail-driven paraplanning professional looking to grow your career within a highly respected wealth management practice? Our client is seeking a fully bilingual (English and Afrikaans) Paraplanner to provide end-to-end technical, compliance, and research support to a busy financial adviser. Responsibilities: Financial Analysis & Planning: Gather and analyze client financial information (income, expenses, assets, liabilities, insurance, investments, and retirement provisi…
SENIOR PARAPLANNER
SRG Recruitment Ltd. · Posted 20 days ago
About the role
Reference: DUR000013-AG-1 A dynamic wealth management company based in La Lucia requires a suitably experienced and qualified Senior Paraplanner to assist with all wealth management planning and advice related activities on an initial and ongoing basis. Must have Matric / Grade 12, Completed RE Exam, working knowledge of FAIS / FICA Legislation, FAIS Accreditation, 5 years' experience in the financial planning industry, proficiency in financial planning software and analysis tools, Advanced Exc…
Senior Paraplanner La Lucia Ridge
SRG Recruitment Ltd. · Posted 20 days ago
About the role
Reference: DUR000013-AG-1 A dynamic wealth management company based in La Lucia requires a suitably experienced and qualified Senior Paraplanner to assist with all wealth management planning and advice related activities on an initial and ongoing basis. Must have Matric / Grade 12, Completed RE Exam, working knowledge of FAIS / FICA Legislation, FAIS Accreditation, 5 years' experience in the financial planning industry, proficiency in financial planning software and analysis tools, Advanced Exc…
Paraplanner
Hire Resolve · Posted 22 days ago
About the role
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 records and administrative processes. This role offers an opportunity to manage key financial function…
Paraplanner
attooh! · Posted 22 days ago
About the role
We’re Hiring: Paraplanner | George, Western Cape An established and rapidly growing financial advisory practice in George is looking for an experienced Paraplanner to join our team. This is an opportunity to work closely with an experienced financial adviser and play an important role in delivering high-quality financial planning solutions to clients across risk planning, investments and estate planning. We’re looking for someone who is technically strong, detail-oriented and enjoys working in …
Senior Wealth Paraplanner/Administrator - Remote, Remote
Dynexity · Posted 24 days ago
About the role
Our client is seeking a Senior Wealth Paraplanner/Administrator to join their team. Do you have the following: RE5 qualification. Business management/investment management/CFP qualification or degree. Class of business certificate. 3 years experience in wealth planning/administration. Local and offshore wealth experience. Car and drivers license. Desired Skills: wealth planning investment business management
Insurance Paraplanner
FHH Consultants . · Posted 26 days ago
About the role
Introduction Our insurance client based in Ruimsig is seeking a dedicated Paraplanner to partner closely with their adviser, delivering thorough financial analysis, well‑structured advice documentation, and exceptional client support. The role requires a bilingual professional with strong organisational skills and a solid understanding of investment, retirement, and risk planning Duties & Responsibilities Gather and analyse client financial information (Income, expenses, assets, liabilities, in…
PARAPLANNER - Pretoria East
Professional Appointments CC · Posted 26 days ago
About the role
Introduction PARAPLANNER – Pretoria East 3-Month Contract | Potential Permanent Position R15 000 - R 20 000 per month A well-established financial planning practice based in Pretoria East is looking for an experienced Paraplanner to provide professional administrative and planning support to an established financial advisor and client base. This is an opportunity for an experienced financial-services professional who can hit the ground running . The successful candidate must already have releva…