Paraplanner Jobs in Cape Town
- Cape Town City Centre (2)
- Somerset West (1)
- South Africa (1)
- Accounting / Finance (3)
- Sales (1)
Financial Paraplanner
Cape Town City Centre
20000 Monthly
Key Responsibilities:
- Preparing client information and reports for financial plans
- Preparing investment and retirement scenarios for client financial plans
- Extracting policy schedules for clients
- Preparing quotations in respect of risk a
share this job on whatsappShort-term Insurance Paraplanner
Somerset West
R12 000 + Comm motivated and proactive Short-Term Insurance Paraplanner to join our team in Somerset West. If you are
Personal Assistant / Paraplanner
Cape Town City Centre
Personal Assistant / Paraplanner required for a financial planning practice based
Paraplanner/advice Analyst Market Related - Dep Experience, Qual Etc.
Pss RecruitmentSouth Africa
To work alongside a dedicated team consisting of a Senior Wealth Planner and Assistant taking full responsibility for the preparation and maintenance of client portfolio reviews, onboarding of new clients/business financial plans, recommendations and ROA's (including cash flow forecasts). To keep up
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