Jobs 1 to 5 of 5
Ultra Personnel
Capetown
The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients.This is a 1 year fixed term contract. The Paraplanner is required to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with t...
Jobplacements.com 6 days ago
Sponsored Job
PartnerUp (Pty) Ltd
Cape Town
Purpose of role:
Financial Planning Partner & Partner Operations Manager (matrix reporting lines); Strong liaison to Regional Business Development Manager
The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. The Paraplanne...
Jobplacements.com 13 days ago
Sponsored Job
Headhunters
Capetown
Requirements: 4-5 years in the financial services industry.Relevant tertiary education or courses.Exposure to financial planning.Financial Services Industry.Understanding of FAIS and FICA legislation.Financial planning fundamentals and product knowledge.Computer skills: Microsoft Office (Excel, Word...
Jobplacements.com 19 days ago
Sponsored Job
MECS Africa
Capetown
Responsibilities:Financial Planning supportFormulate effective and compliant financial plan and/or risk management documentsPrepare statement of advice documentation as requiredReview customer portfolio review reports in conjunction with changes in customer circumstances and investments and general ...
Jobplacements.com 26 days ago
Sponsored Job
Ultra Personnel
Capetown
The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients.This is a 1 year fixed term contract. The Paraplanner is required to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with t...
Jobplacements.com 6 days ago
PartnerUp (Pty) Ltd
Cape Town
Purpose of role:
Financial Planning Partner & Partner Operations Manager (matrix reporting lines); Strong liaison to Regional Business Development Manager
The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. The Paraplanne...
Jobplacements.com 13 days ago
Headhunters
Capetown
Requirements: 4-5 years in the financial services industry.Relevant tertiary education or courses.Exposure to financial planning.Financial Services Industry.Understanding of FAIS and FICA legislation.Financial planning fundamentals and product knowledge.Computer skills: Microsoft Office (Excel, Word...
Jobplacements.com 19 days ago
MECS Africa
Capetown
Responsibilities:Financial Planning supportFormulate effective and compliant financial plan and/or risk management documentsPrepare statement of advice documentation as requiredReview customer portfolio review reports in conjunction with changes in customer circumstances and investments and general ...
Jobplacements.com 26 days ago
CA Financial Appointments
Claremont
Independent investment management and wealth advisory business offering their services to a host of industries, looking to employ a Paraplanner. In this role you will be responsible for preparing and implementing recommendations and maintaining client files amongst other tasks. If you are looking to...
Jobplacements.com 40 days ago
