Paraplanner Jobs in South Africa

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

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Paraplanner Westville

Srg Recruitment Ltd.

Westville

requires a suitably experienced and qualified paraplanner to assist with all wealth management planning

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Junior Financial Advisor / Paraplanner

South Africa

Our client is looking for an experienced Paraplanner / Junior Financial advisor to join their growing

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Short-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

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Personal Assistant / Paraplanner

Cape Town City Centre

Personal Assistant / Paraplanner required for a financial planning practice based

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Junior Financial Advisor / Paraplanner

Pronel Personnel

South Africa

Description Our client is looking for an experienced Paraplanner / Junior Financial advisor to join their growing

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Paraplanner (wealth Management) Market Related

Srg Recruitment Ltd.

Westville

requires a suitably experienced and qualified paraplanner to assist with all wealth management planning

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Paraplanner/advice Analyst Market Related - Dep Experience, Qual Etc.

Pss Recruitment

South 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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