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,
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 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
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
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
Overview A paraplanner in South Africas financial services sector supports financial planners and advisors by handling the technical, research, and administrative aspects of financial planning. While not client-facing in most cases, paraplanners play a crucial role in ensuring
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
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
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 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
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 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
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 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 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
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
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 Status: Full-Time, Permanent Career Level: Mid-level About Our Client Our client is a highly reputable, leading firm within the Financial Services sector. They are looking for a skilled and detail-oriented Paraplanner to join their dynamic team
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 direct client interactions, managing accounts, and supporting basic
ENVIRONMENT: Our client, a leading investment and wealth management business, is seeking a highly experienced and proactive Paraplanner to join their dynamic team. This is a partner and client-facing role, ideal for a technically skilled professional who