all Planners within the office.
Financial Planning
management sector, has an opportunity for a Paraplanner to join their growing team in Cape Town. The
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
career off in financial planning and want to be a Paraplanner? Is this you? You are a highly analytical individual at least 3 years of working experience as a Paraplanner within wealth management. Strong computer literacy
career off in financial planning and want to be a Paraplanner? Is this you? You are a highly analytical individual at least 3 years of working experience as a Paraplanner within wealth management. Strong computer literacy
management sector, has an opportunity for a Paraplanner to join their growing team in Cape Town. The
management sector, has an opportunity for a Paraplanner to join their growing team in Cape Town. The
-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. -
Para-planner Excellent opportunity with highly reputable financial services company This new vacancy has been created within one of our client's Financial Planning teams, based at their Cape Town office. Incumbent will be designated to provide technical support to a number of Financial Advisors with