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
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
within the world of banking, insurance, and wealth management where your abilities are not just valued,
appointments with financial planners, brokers, and wealth managers. Build and maintain strong relationships with
straight through processing solution from Wealth management systems into the investment administration
you'll be the maestro of money, the wizard of wealth management, and the sage of strategic finance. If you're
Equivalent (Essential) 120 FAIS Credits (NQF5) in Wealth management (Essential) RE5 (Essential) 2 or more years
Equivalent (Essential) 120 FAIS Credits (NQF5) in Wealth management (Essential) RE5 (Essential) 2 or more years
experience in Fund Administration and/or Wealth Management and/or Asset Management is essential.
experience in Fund Administration and/or Wealth Management and/or Asset Management is essential. Must