para-planner jobs in Cape Town

Jobs found: 31
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Sanlam
Cape Town
R200 000 – R300 000 per year

Overview Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our...

10 hours ago
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Placement Point
Cape Town
R200 000 – R300 000 per year

Overview A well established, reputable and growing investment firm based in Newlands is seeking aClient Portfolio Manager / Financial Planner. Duties: Work as part of a professional team of 12 people, Office based in Newlands Meet with prospective clients (v... Requirements - Graduate from University with Bcom (Finance) - Just out of uni or para planner would also be considered - 1 or 2 years...

10 hours ago
Rory Mackie & Associates
Cape Town
R200 000 – R300 000 per year

A holistic financial planning firm in Cape Town is seeking a para-planner to support Financial Advisors with comprehensive financial planning and compliance support. Responsibilities include drafting client communications, technical analysis, and collaboration with estate planning attorneys. Ideal candidates will have a tertiary qualification in Financial Planning and strong analytical skills....

10 hours ago
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CA Financial Appointments
Cape Town
R200 000 – R300 000 per year

Wealth Administrator My client is a leading Wealth Manager and needs a suitably qualified Wealth Administrator. Responsibilities: - Information gathering via the Astute system for the Para-Planners and Private Wealth Managers - Chase takeovers and send to providers and get confirmation that it is done - Send the Provider Code Application forms for new Private Wealth Managers to providers for...

10 hours ago
Bookmark Not interested
Sanlam
Cape Town
R200 000 – R300 000 per year

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is...

10 hours ago
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Rory Mackie & Associates
Cape Town
R200 000 – R300 000 per year

Overview Our client is a growing holistic independent financial planning business, dedicated to helping clients achieve long-term financial security through tailored advice and comprehensive financial planning. They specialize in investment management, retirement, and estate planning, providing personalized solutions that align with each client’s unique financial goals. The para-planner will...

10 hours ago
Bookmark Not interested
Sanlam
Cape Town
R200 000 – R300 000 per year

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things....

10 hours ago
Bookmark Not interested
Sanlam
Cape Town
R200 000 – R300 000 per year

Overview Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is built on...

No Experience
10 hours ago
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Sanlam
Cape Town
R200 000 – R300 000 per year

Overview The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds...

No Experience
10 hours ago
Bookmark Not interested
Sanlam
Cape Town
R200 000 – R300 000 per year

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is...

10 hours ago
Bookmark Not interested
Sanlam
Cape Town
R200 000 – R300 000 per year

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is...

10 hours ago
Bookmark Not interested
Sanlam
Cape Town
R200 000 – R300 000 per year

What will you do? The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship...

10 hours ago
Sanlam
Cape Town
R200 000 – R300 000 per year

Who are we? Sanlam is a leading Financial Services Institution, which provides services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts and Asset Management. To give substance to its objective to be fully‑fledged Namibian Insurer, Sanlam is increasingly introducing greater financial and technical expertise. What will you do? The purpose of the role is to provide...

10 hours ago
Bookmark Not interested
Sanlam
Cape Town
R200 000 – R300 000 per year

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is...

10 hours ago
Sanlam
Cape Town
R200 000 – R300 000 per year

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Sanlam Financial Adviser: Lonfin MOB (WC) Location: Cape Town, Western Cape, ZA Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have...

10 hours ago
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para-planner, Cape Town
Sanlam
Cape Town
R200 000 – R300 000 per year

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is...

10 hours ago
Bookmark Not interested
Sanlam
Cape Town
R200 000 – R300 000 per year

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is...

10 hours ago
Bookmark Not interested
Sanlam
Cape Town
R200 000 – R300 000 per year

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is...

10 hours ago
Sanlam
Cape Town
R200 000 – R300 000 per year

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Sanlam Financial Adviser: Firebird Group (WC) Location: Cape Town, Western Cape, ZA Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you...

10 hours ago
Bookmark Not interested
Sanlam
Cape Town
R200 000 – R300 000 per year

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things....

10 hours ago
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