Key Responsibilities:
requires a suitably experienced and qualified paraplanner to assist with all wealth management planning
Our client is looking for an experienced Paraplanner / Junior Financial advisor to join their growing
motivated and proactive Short-Term Insurance Paraplanner to join our team in Somerset West. If you are
Personal Assistant / Paraplanner required for a financial planning practice based
Description Our client is looking for an experienced Paraplanner / Junior Financial advisor to join their growing
requires a suitably experienced and qualified paraplanner to assist with all wealth management planning
in the offshore world, an independent property brokerage. We make property investment accessible to all
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
Our client a specialist Short Term Insurance Brokerage is urgently looking for a Commercial Underwriter added bonus Must have experience working at a brokerage on Commercial Lines