Jobs 1 to 3 of 3
The Recruitment Council
stellenbosch, Western Cape
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
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
stellenbosch, Western Cape
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
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
