Wealth Management Jobs in Cape Town
Loren Robertson Recruitment
Senior Paraplanner
Loren Robertson Recruitment
Cape Town Region
Paraplanner to join a well renowned boutique wealth management firm in the southern suburbs of Cape Town who has experience as a Paraplanner within wealth management, preparing detailed and complex proposals and existing clients. Prepare Goals Based Wealth Management proposals and reports for clients. Prepare maintenance of wealth management products / strategies Assist Wealth Managers and Wealth Management Associates Compile supporting documentation to assist Wealth Managers in proposal process, eg: product structure
share this job on whatsappSenior Paraplanner Cape Town
Loren Robertson RecruitmentCape Town Region
Paraplanner to join a well renowned boutique wealth management firm in the southern suburbs of Cape Town who has experience as a Paraplanner within wealth management, preparing detailed and complex proposals and existing clients. Prepare Goals Based Wealth Management proposals and reports for clients. Prepare maintenance of wealth management products / strategies Assist Wealth Managers and Wealth Management Associates Compile supporting documentation to assist Wealth Managers in proposal process, eg: product structure
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