Para-planner

Job Listing No: 9740000

Para-planner

Johannesburg, Gauteng – Reference: NFC000752-ESR-1 Opportunity for a Para-planner My client in the financial services industry is currently recruiting for a Para planner. This is a medium sized firm that invests in its employees. The Para planner will work well together with the financial planner and administrators as a team offering assistance to clients. If you are passionate about investments then apply for this. Duties: Check all compliance paperwork is present Confirm client risk profile is determined Discuss client objectives with planner Identify areas for planning Prepare draft recommendation reports to be discussed/signed off by planner Ensure all compliance paperwork is in order Make changes to clients’ investments as instructed Implement the chosen investment strategies Establish and build strong relationships with clients and attend client meetings with planner if required Organize future planning meetings with client Review investment portfolio, asset allocation, risk profile et… – Permanent – Full-time

Apply for this job.




Similar Jobs For "Para-planner"



 Jobs by Indeed job search

Demand Planner

Company: Tech-Pro
Location: Johannesburg North, Gauteng
Let us explore growth opportunities together where we can advance your career. Experience: Minimum 3-5 years’ experience in Demand Planning Monitoring and... To apply for this job vacancy in Tech-Pro you must be qualified and you should prepare the required documents, click on the job link for more details.
Posted 4 hours ago

Core Technician

Company: Ingersoll Rand
Location: Gauteng
Service reports, expenses and allowance reports, overtime sheets need to be authorized by the Planner or Service manager.... To apply for this job vacancy in Ingersoll Rand you must be qualified and you should prepare the required documents, click on the job link for more details.
Posted 9 hours ago

Sales Representative - Plastics

Company: Professional Recruitment Partners
Location: Port Elizabeth, Eastern Cape
A natural forward planner who critically assesses own performance. SALES REPRESENTATIVE REQUIRED:.... To apply for this job vacancy in Professional Recruitment Partners you must be qualified and you should prepare the required documents, click on the job link for more details.
Posted 11 hours ago

Reliability Engineer (Mining) - KZN

Company: AdoGreen Recruitment
Location: Durban, KwaZulu-Natal
Hosting regular reliability / planner user sessions to enhance site planning and scheduling skills and coach site reliability engineers.... To apply for this job vacancy in AdoGreen Recruitment you must be qualified and you should prepare the required documents, click on the job link for more details.
Posted 11 hours ago

Manager : Planning & Development

Company: Sappi
Location: Umkomaas, KwaZulu-Natal
Develop planners, planning assistants and users in SAP plant maintenance (PM) to ensure the effective utilisation of the system. Sappi Southern Africa.... To apply for this job vacancy in Sappi you must be qualified and you should prepare the required documents, click on the job link for more details.
Posted 16 hours ago






Note: This job listing with titled "Para-planner" was indexed from different job portals. This job might be expired or closed for accepting CV's so we suggest to browse it from the new jobs menu of this site. Our website is an open community website for assisting job seeker so if you found some broken links or error in our site don't hesitate to contact us to fix the issue. Thank you for using our free services.


Get updated on daily job vacancies!

Be updated by pressing the Facebook Like or G+1 button bellow.