We offer: A “Committed to you” culture. Fast paced work environment. Employee centric practices. Remote working possibility. Competitive company benefits. Job Description: We are seeking a talented and motivated Para Planner to join our team. The Para Planner will work
Are you ready to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional? We are currently seeking experienced Wealth Managers and Financial Planning professionals for Specialist Wealth Management roles with
My client is a leading Wealth Manager and needs a suitably qualified Wealth Administrator. Responsibilities: Information gathering via the Astute system for the Para-Planners and Private Wealth Managers Chase takeovers and send to providers and get confirmation
My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town. Responsibilities: Recording of client meeting minutes and deliverables Preparation of financial plans and needs analysis according to