-Preparing various quotations based on FNA findings -Replacement analysis and comparisons between existing products and new proposed products. -Assisting Advisor with RAR using analysis above -Completing, documenting, and preparing a financial assessment for the Advisor to present to their client. -
Job Title: Paraplanner Location: Rondebosch We are aiding the search for a qualified and experienced experienced Paraplanner to join the "Personal Trust" team in Rondebosch. The Paraplanner will work closely with
Financial Services sector, is looking for a Senior Paraplanner , based on Cape Town The main purpose of this communication and follow-up regarding all areas of the Paraplanners responsibility Minimum Requirements: Education both written and verbal Salary: Market related ParaPlanner, "Financial Planning", "Global Financial Markets"
Financial Services sector, is looking for a Senior Paraplanner , based on Cape Town The main purpose of this communication and follow-up regarding all areas of the Paraplanners responsibility Minimum Requirements: Education both written and verbal Salary: Market related ParaPlanner, "Financial Planning", "Global Financial Markets"
-Preparing various quotations based on FNA findings -Replacement analysis and comparisons between existing products and new proposed products. -Assisting Advisor with RAR using analysis above -Completing, documenting, and preparing a financial assessment for the Advisor to present to their client. -
have at least 3 years' experience, working as a Paraplanner within wealth management, with a completed BCom
have at least 3 years' experience, working as a Paraplanner within wealth management, with a completed BCom
(with assistance from administrative team and Paraplanners where necessary and as per business requirements)
Full support structure including admin support, paraplanners, office amenities, and specialist resources Full support structure including admin support, paraplanners, office amenities, and specialist resources Full support structure including admin support, paraplanners, office amenities, and specialist resources
Full support structure including admin support, paraplanners, office amenities, and specialist resources Full support structure including admin support, paraplanners, office amenities, and specialist resources Full support structure including admin support, paraplanners, office amenities, and specialist resources