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
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
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
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.
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
Location: Sandton Position Type: Full-Time, Permanent Remuneration: Market-related, Total Cost to Company (CTC) About Our Client Our client is a highly respected, premier wealth management and financial advisory firm based in Sandton . Known for their
Role: Paraplanner Category: Financial Services Location: Cape Town Salary: Market-related Our client is a well-established financial advisory business looking for a professional and mature Paraplanner to join their team in Sandton. The main purpose of this role is
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
Job Description Role: Paraplanner Category: Financial Services Location: Pretoria Salary: Market-related Our client is a well-established financial advisory business looking for a professional and mature Paraplanner to join their team in Sandton. The main purpose of this role