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, financial
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 period.
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
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
Key Responsibilities Financial & Investment Planning: Formulate personalized financial, investment, retirement, and estate plans based on strategies set by Advisers. Proposals & Reviews: Research, compare, and prepare comprehensive investment proposals, portfolio reviews, and product recommendations across
Key Responsibilities Financial & Investment Planning: Formulate personalized financial, investment, retirement, and estate plans based on strategies set by Advisers. Proposals & Reviews: Research, compare, and prepare comprehensive investment proposals, portfolio reviews, and product recommendations across
Position: Junior Paraplanner Primary Location: Cape Town (Western Cape) co-working space during probation, transitioning to hybrid/flexible thereafter Key Responsibilities The Junior Paraplanner will provide essential support across three core areas: Advisor Administrative Support Process and submit investment and life assurance
Paraplanner Location: Pretoria East, Gauteng Employment type: Permanent Work model: Office-based Reporting line: Financial Adviser / Practice Principal Remuneration: R15,000 – R23,000 per month, plus a December bonus of 25% of monthly salary (pro rata where applicable)
Graduate Advisor (Pretoria) PPS Recruitment Lynnwood, Gauteng, South Africa The successful candidate must have the desire and long-term vision to build a professional practice for professionals by marketing risk and investment products from a well established
Graduate Advisor (Pretoria) PPS Recruitment Lynnwood, Gauteng, South Africa The successful candidate must have the desire and long-term vision to build a professional practice for professionals by marketing risk and investment products from a well established
Momentum Distribution Services (MDS) invites graduates to join the IFA Graduate Programme, a structured three-year journey to build professional competence, ethics, and client-focused skills while contributing to community initiatives. The programme offers accredited training, mentorship, and
RE5 qualification Are you a motivated graduate ready to launch your career in financial services? Momentum Distribution Services (MDS) invites you to join our IFA Graduate Programme , a structured three-year journey designed to build your