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
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 internal
Are you a skilled Senior Paraplanner seeking new challenges and growth opportunities? Our client, who is a prominent Financial Services company, has an exceptional position available as a Senior Paraplanner. You will need to provide specialist technical input
Duties and Responsibilities: Technical and administrative financial planning support to Financial Advisers & Wealth Managers. Formulate effective financial/Investment/Retirement plan and documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the
Requirements: Relevant investment/financial degree or diploma / qualification. Knowledge and experience in a financial/investment environment (minimum 3 - 5 years). At least 3 years work experience within a Financial Planning practice. Knowledge of Financial Planning principles
Are you a skilled Wealth Manager seeking a rewarding career move? We have a fantastic opportunity with a leading Financial Services company, renowned for its commitment to excellence and client satisfaction. The role involves delivering comprehensive
Are you a skilled Senior Paraplanner seeking new challenges and growth opportunities? Our client, who is a prominent Financial Services company, has an exceptional position available as a Senior Paraplanner. You will need to provide specialist technical input