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Paraplanner

Job title:
Paraplanner

Description

A consultancy firm based in Cape Town is looking for a Paraplanner to join their team. The ideal candidate must be experienced in paraplanning and have a desire to expand their skill set and learn the intricacies of mortgage administration. Minimum Requirements: Matric and a relevant qualification. 3-5 years’ experience in a financial services environment. At least three years’ experience in an admin-intensive role with exposure to paraplanning, insurance and / or investments. Experience with investment software and online platforms. Previously worked with high-net-worth individuals. Have worked at a recognised South African financial institution. Have experience working with financial planning software (Xplan, Spotlight, S.net, Morningstar, etc.). Possess strong customer service skills accompanied by impeccable telephonic and written skills Have a good understanding of compliance – FAIS and FICA. Duties and responsibilities Providing administrative support to financial advisers based in the UK and South African offices. Ensuring client files and transactions are in line with compliance regulations. Executing investment analyses on various funds Preparing draft recommendations. Assisting with client queries, servicing, and administration requirements. Assisting with investment administration, processing of client applications, follow ups and amendments. Assisting with applications on lender portals, following up with lenders, valuations, etc.

Details

Job reference:
Paraplanner
Hours:
Monday - Friday
Location:
Cape Town, South Africa
Working term:
Permanent
Salary:
Market Related
Application deadline:
03/02/2022
 

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Search results - Paraplanner

Your search criteria returned 6 results. The most recent jobs are listed first.


Job Title: Paraplanner
Working Hours: Monday - Friday
Job Location: Pretoria East, South Africa
Salary: R 20 000 – R 28 000 CTC pm

A well-established financial planner in Pretoria East is looking for an experienced Assistant Paraplanner to join their company. Desired Experience & Qualification • Matric Qualification • ...
Working Hours:
Job Location: Port Elizabeth, South Africa
Salary: R3 000 pm stipend

Profin is hosting a learnership programme for a student who wants to work whilst studying towards a National Certificate in Short-Term Insurance NQF4 Qualification. The 12-month Learnership program...
Job Title: PARAPLANNER
Working Hours: Monday - Friday
Job Location: Cape Town, South Africa
Salary: Market Related

An established wealth management group requires a Paraplanner to join their team in Cape Town. Requirements: Postgraduate Diploma in Financial Planning and FPI Competency Exam – complete or in...
Job Title: Paraplanner
Working Hours: Monday - Friday
Job Location: Cape Town, South Africa
Salary: Market Related

A consultancy firm based in Cape Town is looking for a Paraplanner to join their team. The ideal candidate must be experienced in paraplanning and have a desire to expand their skill set and learn the...
Working Hours: Monday - Friday
Job Location: Port Elizabeth, South Africa
Salary: salary to be advised

SHORT TERM INSURANCE ADMINISTRATOR/ PARAPLANNER SHORT TERM INSURANCE ADMINISTRATOR/ PARAPLANNER Profin is looking to employ a junior Short-Term Insurance Administrator/ Paraplanner ...
Job Title: Paraplanner
Working Hours: Monday - Friday
Job Location: Cape Town, South Africa
Salary: Market Related

Our client in the Cape Town, a UK based company, is urgently looking for a Paraplanner to work from home. Function: To assist financial advisors with administrative services in their investment prac...

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Additional job opportunities by Neuvoo
 
Job Title: Senior Paraplanner | Bellville, Western Cape
Working Hours: | Job Location: null, Gauteng, za
Candidatesinterested must forward their CV with the vacancy title and location (SeniorParaplanner - Bellville) in the subject line to . ...
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Job Title: Paraplanner
Working Hours: | Job Location: Durban, KwaZulu-Natal, za
One of our clients, based in Durban, is currently looking for a passionate and self-driven Paraplanner to join their team. ...
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Job Title: PARAPLANNER
Working Hours: | Job Location: Durban, KwaZulu-Natal, za
Our well established dynamic client has an opportunity available for a suitably qualified and experienced Paraplanner. ...
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Job Title: Client Specialist /Paraplanner
Working Hours: | Job Location: Port Elizabeth, Eastern Cape, za
The Client Specialist has the responsibility of servicing all existing clients.They need to provide excellent service to the clients in order to not only retain the current book but to assist in growing the book.The Client Specialist is seen as an extension of the Investment Specialist and assists t...
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Job Title: PARAPLANNER – (CFP)
Working Hours: | Job Location: La Lucia, KwaZulu-Natal, za
An established wealth management group requires a Paraplanner to join their growing team in La Lucia Ridge. Client communication and follow up regarding all areas of the Paraplanner’s responsibility. ...
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Job Title: Paraplanner / Wealth Adviser Assistant | Hartbeespoort, North West
Working Hours: | Job Location: Hartbeespoort, North West, za
The successful candidate will be responsiblefor para-planning duties, interacting with clients by managingrelationships and providing client services.They will ensure new businessimplementation, marketing plan implementation, requesting quotes and preparing proposals,submitting instructions, followi...
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Job Title: Paraplanner
Working Hours: | Job Location: Pretoria, Gauteng, za
A well-established financial planner in Pretoria East is looking for an experienced Assistant Paraplanner to join their company. ...
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Job Title: Wealth Adviser Assistant / Paraplanner - Pretoria-East, Gauteng
Working Hours: | Job Location: Pretoria, Eastern Cape, za
WEALTH ADVISERASSISTANT / PARA-PLANNER | PRETORIA EAST, GAUTENG | PERMANENT.PSGs commitment to transform and embrace diversity is what drivesus to achieve a diverse workplace with employment equity as a key goal tocreate an inclusive workforce.In achieving our employment equity goals, wegive prefere...
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Job Title: Assistant Paraplanner
Working Hours: | Job Location: Pretoria, Gauteng, za
A well-established financial planner in Pretoria East is looking for an experienced Assistant Paraplanner to join their company. ...
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Job Title: Assistant Paraplanner
Working Hours: | Job Location: Pretoria, Gauteng, za
A well-established financial planner in Pretoria East is looking for an experienced Assistant Paraplanner to join their company. ...
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