Support Paraplanner page is loaded## Support Paraplannerlocations: Pinelandsposted on: Posted Todayjob requisition id: JR-75461Let's Write Africa's Story Together!Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionnaThe key focus of this role is to generate qualified leads for the Financial Advisors. The incumbent is accountable for...
A new opportunity has arisen within our client’s Financial Planning team. The Paraplanner will provide crucial technical support to a Trust Officer (Financial Advisor) and their assistant, contributing to client portfolio analysis, advisory support, and investment planning. Key Responsibilities: - Conduct research and analysis on client investment portfolios to support the Trust Officer and...
Designation: Paraplanner | Paarl, Western Cape | Permanent Category: Administration and Operations Job Level: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents Posted by: PSG Financial Services Posted on: 20 Jan 2026 Reference Number: POS01674 Closing date: 03-Feb-2026 Position Type: Permanent Location: Paarl Cecilia...
The Paraplanner is a specialist role primarily responsible for producing the financial plan (estate liquidity and investment planning) to meet the clients needs. The Paraplanner needs expertise in risk products and strategies, investment products and strategies, regulation and tax implications. In addition, a thorough knowledge of product features, performance, interest rates, cost and benefits...
Job description:This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Paraplanner to provide an efficient administrative support function to Advisers. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in basic financial...
VACANCY | SENIOR WEALTH INVESTMENT ADMINISTRATOR/ Paraplanner | STELLENBOSCH, WESTERN CAPE | PERMANENT PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people...
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....
Job Description Oversees the generation of qualified leads for Financial Advisors. The incumbent is accountable for achieving results through own efforts, including sourcing new business, determining customer needs and interests, marketing Old Mutual’s value proposition, working with leads from the Orphan and Central pool, maintaining relationships with existing orphan customers through...
A reputable investment firm is seeking a Client Portfolio Manager / Financial Planner based in Newlands, Cape Town. The role involves working within a professional team, meeting prospective clients, and managing significant portfolios. Candidates should hold a Bcom (Finance) and be fluent in both English and Afrikaans. This position is ideal for recent graduates or paraplanners looking to advance...
Job Classification Requisition Melissa Cloete Business Unit - Nedbank Private and Wealth: High Net Worth Location - Nedbank Clocktower Campus V&A Waterfront Cape Town Closing Date - 17 December 2025 Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups Job Family Investment Banking Career Stream Advisory Leadership Pipeline Manage Others...
Business Unit - Nedbank Private and Wealth: High Net Worth Location - Nedbank Clocktower Campus, V&A Waterfront, Cape Town Closing Date - 17 December 2025 Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups Job Family Investment Banking Manage Others (MO) FAIS Affected FAIS Affected - Yes Job Purpose We’re seeking a dynamic Wealth Manager to...
Talent Pool for Insurance & Brokering Professionals - Cape Town, ZA - Remote (within location) - Talent Pool for Insurance & Brokering Professionals Flexibility: Remote Location: Cape Town, Johannesburg & Port Elizabeth. About Us: At ICS we service the needs of international brokers and insurance firms. We specialize in connecting experienced professionals with exciting opportunities in the...
Associate Wealth Manager Job Purpose: To partner with the wealth manager to address risk planning related needs of tail‑end clients and to cultivate new and existing client relationships for building a book of risk insurance and investment clients. The associate requires client acquisition and management skills, holistic financial planning, and product knowledge. The associate must demonstrate...
An exciting opportunity has emerged within a dynamic Financial Planning team seeking a Paraplanner to provide essential technical support to a Trust Officer and their assistant. In this role, you will engage in client portfolio analysis, advisory support, and investment planning, ensuring that clients receive top-notch service. Your research and analytical skills will be pivotal in preparing...
A leading African financial services firm is seeking a Support Paraplanner in Cape Town to generate qualified leads and assist financial advisors. The role involves sourcing new business and maintaining existing client relationships through effective communication and telephonic service. Applicants must demonstrate strong customer focus and decision-making skills, ensuring accountability in...
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...
Wealth Adviser Assistant (Paarl) Job description:This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Paraplanner to provide an efficient administrative support function to Advisers. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and...
A leading financial services firm in Cape Town seeks a candidate responsible for generating qualified leads for Financial Advisors. The role includes sourcing new business, understanding customer needs, and managing existing client relationships. Ideal candidates will exhibit strong communication and customer focus, as well as decision-making capabilities. This position is aligned with the...
Let's Write Africa's Story Together Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description na The key focus of this role is to generate qualified leads for the Financial Advisors. The incumbent is accountable for achieving results through own efforts. Responsible for sourcing new business. Determines the customers needs and...
Are you a skilled Wealth Manager seeking a rewarding career move? We have a fantastic opportunity with a leading Financial Services company, renowned for its commitment to excellence and client satisfaction. The role involves delivering comprehensive financial planning guidance to clients, ensuring a seamless and superior client service aligned with established business protocols. As a financial...