Jobs 1 to 3 of 3
The Recruitment Council
Pretoria
Job Description: paraplanner
Role Overview:
Assists and supports Wealth Advisers by addressing client queries via telephone and written correspondence.
Manages incoming calls efficiently, ensuring timely responses to all client inquiries.
Key Responsibilities:
Collaborates closel...
Jobplacements.com 25 days ago
Sponsored Job
Growth House
Johannesburg
Key Responsibilities
Client Support: Assist financial advisors in preparing and maintaining client financial plans, ensuring their goals and objectives are met.
Research & Analysis: Conduct thorough research on financial products, investment opportunities, and tax regulations to provid...
Jobplacements.com 30 days ago
Sponsored Job
CA Financial Appointments
Sandton
My client is a leading Wealth Manager in South Africa and is seeking a Senior paraplanner to join their team in Sandton. Do you have a BCom / CFP, with relevant experience in the Wealth Space, this might be just what you are looking for!Responsibilities:
Formulate effective financial plan documents...
Jobplacements.com 31 days ago
Sponsored Job
The Recruitment Council
Pretoria
Job Description: paraplanner
Role Overview:
Assists and supports Wealth Advisers by addressing client queries via telephone and written correspondence.
Manages incoming calls efficiently, ensuring timely responses to all client inquiries.
Key Responsibilities:
Collaborates closel...
Jobplacements.com 25 days ago
Growth House
Johannesburg
Key Responsibilities
Client Support: Assist financial advisors in preparing and maintaining client financial plans, ensuring their goals and objectives are met.
Research & Analysis: Conduct thorough research on financial products, investment opportunities, and tax regulations to provid...
Jobplacements.com 30 days ago
CA Financial Appointments
Sandton
My client is a leading Wealth Manager in South Africa and is seeking a Senior paraplanner to join their team in Sandton. Do you have a BCom / CFP, with relevant experience in the Wealth Space, this might be just what you are looking for!Responsibilities:
Formulate effective financial plan documents...
Jobplacements.com 31 days ago
