Job Description: Paraplanner Role Overview: Assists and supports Wealth Advisers by addressing client queries via.... Key Responsibilities: Collaborates closely with Wealth Advisers to provide ongoing feedback to clients. Prepares...
and are technologically innovative. We are currently sourcing Financial Planners to join our dynamic team in Cape Town. Regardless...
PARAPLANNER – (CFP) - CAPE TOWNOverview(Area): Cape Town(Salary): Market Related(Ref: LM)An established wealth... management group requires a Paraplanner to join their growing team in Cape Town. Clientele are high net worth individuals...
LOCATION: Cape Town R HIGHLY NEGOTIABLE PLUS ANNUAL PERFORMANCE BONUS Our client offers no generalist solutions.... Together with your financial planner, their team of experienced specialists go to great lengths to understand what really...