Jobs 1 to 4 of 4
The Recruitment Council
CapeTown
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 cl...
Jobplacements.com 17 days ago
Sponsored Job
Rory Mackie & Associates
Cape Town
Overview:
Our client is a small Wealth Management firm dedicated to helping clients achieve long-term financial security through tailored advice and comprehensive financial planning. They specialize in investment management, retirement, and estate planning, providing personalized solutions that ali...
Jobplacements.com 28 days ago
Sponsored Job
The Recruitment Council
Rondebosch, Western Cape
A new opportunity has arisen within our client''s Financial Planning team. The Paraplanner will provide crucial technical support to a Trust Officer (Financial Advisor) and their assistant, contributing to client portfolio analysis, advisory support, and investment planning.Key Responsibilities:
...
Jobplacements.com 50 days ago
Sponsored Job
CA Financial Appointments
Tokai
My client is a boutique Wealth Manager who provides personal Wealth Management and Investment Management to High-Net Worth individuals and families. If you have the requirements below, please do not hesitate to apply!Responsibilities:
Put together asset allocation reports for clientsReview and put ...
Jobplacements.com 58 days ago
Sponsored Job
The Recruitment Council
CapeTown
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 cl...
Jobplacements.com 17 days ago
Rory Mackie & Associates
Cape Town
Overview:
Our client is a small Wealth Management firm dedicated to helping clients achieve long-term financial security through tailored advice and comprehensive financial planning. They specialize in investment management, retirement, and estate planning, providing personalized solutions that ali...
Jobplacements.com 28 days ago
The Recruitment Council
Rondebosch, Western Cape
A new opportunity has arisen within our client''s Financial Planning team. The Paraplanner will provide crucial technical support to a Trust Officer (Financial Advisor) and their assistant, contributing to client portfolio analysis, advisory support, and investment planning.Key Responsibilities:
...
Jobplacements.com 50 days ago
CA Financial Appointments
Tokai
My client is a boutique Wealth Manager who provides personal Wealth Management and Investment Management to High-Net Worth individuals and families. If you have the requirements below, please do not hesitate to apply!Responsibilities:
Put together asset allocation reports for clientsReview and put ...
Jobplacements.com 58 days ago
