Jobs 1 to 9 of 9
Headhunters
Capetown
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.Kn...
Jobplacements.com 3 days ago
Sponsored Job
CA Financial Appointments
Cape Town
My client within the wealth management sector, has an opportunity for a Paraplanner to join their growing team in Cape Town. The role will provide technical support to a number of Trust Officers within the team.Responsibilities:
Provide investment planning...
Jobplacements.com 17 days ago
Sponsored Job
Conova Recruitment
Capetown
Key Responsibilities:Proposals and reporting for clients and prospects:Construct & produce Asset Allocation reports for existing clients.Construct & produce Proposals for both new and existing clients.Prepare Goals Based Wealt...
Executiveplacements.com 19 days ago
Sponsored Job
Conova Recruitment
Capetown
Key Responsibilities:Adhering to Practice Notes and other internal policies/processes that are regularly introduced to the practice.Assisting Clients with risk profiling via, inter alia, FinaMetrica.Discussing client needs and objectives with...
Jobplacements.com 23 days ago
Sponsored Job
Headhunters
Capetown
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.Kn...
Jobplacements.com 3 days ago
CA Financial Appointments
Cape Town
My client within the wealth management sector, has an opportunity for a Paraplanner to join their growing team in Cape Town. The role will provide technical support to a number of Trust Officers within the team.Responsibilities:
Provide investment planning...
Jobplacements.com 17 days ago
Conova Recruitment
Capetown
Key Responsibilities:Proposals and reporting for clients and prospects:Construct & produce Asset Allocation reports for existing clients.Construct & produce Proposals for both new and existing clients.Prepare Goals Based Wealt...
Executiveplacements.com 19 days ago
Conova Recruitment
Capetown
Key Responsibilities:Adhering to Practice Notes and other internal policies/processes that are regularly introduced to the practice.Assisting Clients with risk profiling via, inter alia, FinaMetrica.Discussing client needs and objectives with...
Jobplacements.com 23 days ago
CA Financial Appointments
Cape Town
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 deliverablesPreparation of financial plans and needs analysis accordin...
Jobplacements.com 37 days ago
The Recruitment Council
Claremont, Western Cape
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 to Wealth Managers and prepare ...
Jobplacements.com 40 days ago
The Recruitment Council
claremont, Western Cape
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 to Wealth Managers and prepare ...
Jobplacements.com 59 days ago
The Recruitment Council
claremont, Western Cape
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 to Wealth Managers and prepare ...
Jobplacements.com 59 days ago
The Recruitment Council
CapeTown
Main Purpose of Job
To provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyses to both prospective and existing clients of the business.
Required Experience
3-5 ye...
Jobplacements.com 68 days ago
