Who are we? Sanlam, is dedicated to support, grow and empower clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,400 tied advisors and 2,000 supporting independent
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: 510 years experience as a Private Client Wealth
Our client is seeking an experienced and dedicated Paraplanner to provide efficient administrative support to their team of Advisers. In this role, you will be allocated a dedicated portfolio of clients to assist with processing transactions, handling
Ourclient is seeking a dynamic and experienced Paraplanner to join their team. This role provides technical and administrative support to Financial Advisers and Wealth Planners, including gathering and analysing client data, preparing financial and investment plans, and
Paraplanner / Financial Planner job in Bloemfontein. We are looking for a Paraplanner with a relevant Finance, Investment or Economics Degree AND preferably a Postgraduate Diploma in Financial Planning OR CFP qualification and minimum 5 years’ Paraplanning experience,
The Recruitment Council is seeking an experienced Paraplanner in Bloemfontein, Free State. This role involves providing financial planning support, managing client interactions, and overseeing account management. Ideal candidates will have a relevant BCom degree and 3-5 years
A boutique wealth management firm in Cape Town is seeking a Junior Paraplanner to support investment and assurance operations. This role, which emphasizes administrative excellence and financial accuracy, offers a hybrid working model after an initial probation
Our client, a boutique wealth management firm, is looking for a precise, mature, and highly efficient Junior Paraplanner to join their team. This is a non‑advisory support role perfect for a professional who thrives on administrative excellence,
PVH (Tommy Hilfiger/Calvin Klein) in Cape Town seeks a Paraplanner to support financial planners by handling data collection, analysis, and documentation. The role focuses on accuracy, compliance, and well-documented advice to clients. You will prepare reports, gather
A financial advisory firm is seeking a dynamic Paraplanner to provide technical and administrative support to Financial Advisers. The role involves preparing financial and investment plans, ensuring compliance, and managing the ongoing client review process. Candidates should
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 Africas top Financial Planners who has published several books on the
Employment type: Permanent Sector: Wealth Management Basic salary: Market related Start date: ASAP Requirements 5–10 years’ experience as a Private Client Wealth or Relationship Manager. Experience working with high-net-worth and ultra-high-net-worth clients in investment advisory, financial
A recruitment agency is seeking a dynamic Paraplanner in Randburg to support Financial Advisers by providing technical and administrative assistance. Responsibilities encompass preparing financial plans, ensuring compliance, and managing client relationships. The ideal candidate will have at
Yazoo Recruitment is looking for a Paraplanner / Financial Planner in Bloemfontein. The ideal candidate will hold a relevant finance degree and a minimum of 5 years Paraplanning experience. Key responsibilities include formulating financial plans and maintaining
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 Africas top Financial Planners who has published several books on the
Our client, a well‑established and prestigious financial services provider, is seeking a motivated and detail‑oriented Wealth Advisor Administrator to join their dynamic Financial Advisory team. This graduate‑level role is an exceptional springboard for someone looking to
Reference: JHB -VM-1 National organisation within the investments and financial services industry requires an experienced Paraplanner for their East London Branch. Duties & Responsibilities The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of
Job — Senior Wealth Manager at Hire Resolve 2026 – Bellville Job Job Senior Wealth Manager at Hire Resolve 2026 – Bellville Posted 05 May 2026 Type FULL TIME Advertisement Job Overview Hire Resolve is seeking
JOB SPECIFICATION: SENIOR INVESTMENT ADMINISTRATOR Company Overview Omega Capital is a premier boutique investment firm based in Rosebank. With a dedicated team of approximately 17 employees, we operate in a close-knit, highly collaborative environment where Financial
Role: Wealth Advisor Administrator Category: Investments Location: Pretoria Salary: Market-related Our client, a well-established and prestigious financial services provider, is seeking a motivated and detail-oriented Wealth Advisor Administrator to join their dynamic Financial Advisory team. This