Lets Write Africas Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionA paraplanner in South Africa’s financial services sector is a professional who supports financial planners
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
Role: Paraplanner Category: Financial Services Location: Morningside, Durban Salary: Market-related Our client, a Durban-based, investment-led financial planning business, is looking for a high-performing Paraplanner to join their expert team. This Morningside-based firm focuses on providing professional financial guidance
A leading financial services company based in Johannesburg is looking for an Executioner to implement client instructions accurately and efficiently after advisor meetings. This role involves preparing provider-specific paperwork, tracking submissions, and providing client feedback. Ideal
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,
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,
Introduction A leading company within the financial services sector, based in East Rand is looking for an Executioner. The Executioner is responsible for implementing all client instructions accurately and efficiently after the advisor meeting, ensuring that
Our client, a Durban-based, investment-led financial planning business, is looking for a high-performing Paraplanner to join their expert team. This Morningside-based firm focuses on providing professional financial guidance to business people and their families, ensuring their wealth
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. In this role, you will be allocated a dedicated portfolio
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
Introduction A well-established financial planner in Northcliff is looking for an experienced Assistant Paraplanner to join their company. Desired Experience & Qualification Matric Qualification BCom Degree (Required) CFP - Diploma in Financial Planning (Advantage) Can read and
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
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
Our client is seeking a dynamic and experienced Paraplanner to join their team. This role provides technical and administrative support to Financial Advisers and Wealth Planners, involving the gathering and analysis of client data, preparing financial and
Konnek (voorheen bekend as Solidariteit Finansiële Dienste en deel van die Solidariteit Beweging) is opsoek na ’n Paraplanner om by ons dinamiese advies span aan te sluit wat fokus op lewensversekering, beleggings en verwante produkte. Die suksesvolle
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
3 RC (Pty) Ltd in Pretoria is seeking a Paraplanner to support financial planners by managing administrative tasks and client interactions. The role requires a Bachelors degree in Finance or a related field and strong analytical skills.
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
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