well as work
hard to support the Senior Paraplanner and Broker to reach and obtain their own targets
all Planners within the office.
Requirements:
Financial Planning
management sector, has an opportunity for a Paraplanner to join their growing team in Cape Town. The
(Financial Planning Partner makes the assessment on Paraplanner readiness)
who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town.
Are you a skilled paraplanner seeking new opportunities? Our reputable client, a leading firm in the
Purpose of role: The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. The Paraplanner is required to collaborate very closely with Business Development Manager when necessary. The Paraplanner takes responsibility for preparing of client Advice process (preferred advice process). The Paraplanner is employed to operate within the Company's preferred (Financial Planning Partner makes the assessment on Paraplanner readiness) Work closely with Assistants, Product
Services industry is currently looking to employ a Paraplanner based in Kloof/Hillcrest/Westville. (Durban) (Financial Planning Partner makes the assessment on Paraplanner readiness) Work closely with Assistants, Product