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Para-Planner

R 40 000 - R 43 333 a month
Hire Resolve
Pretoria Full-day Full-time

Description:

Hire Resolve is currently seeking a dedicated Para-Planner on behalf of our client, a major key player in the Wealth Management sector , known for delivering tailored financial solutions to a diverse client base. This exciting permanent opportunity is based in either Pretoria or Bellville , offering the ideal environment for a skilled professional looking to grow within a reputable and forward-thinking organization.

Technical Duties

  • Consolidate and summarize client policies and investments

  • Create financial projections

  • Assess and highlight tax implications

  • Prepare cash flows to ensure income sustainability

  • Identify appropriate investment vehicles and structures

  • Determine capital and income needs in scenarios such as death, disability, severe illness, or retirement

  • Identify capital/income shortfalls

  • Analyze and compare local and offshore unit trust funds (CIS)

  • Provide supporting data including performance graphs, asset allocation, risk/return scatterplots, and correlation tables

Stakeholder Engagement

  • Liaise with internal stakeholders (e.g., Wealth Planners, Financial Advisors) and external partners (e.g., brokers, investment consultants from life and asset management companies)

Administrative and Analytical Support

  • Provide investment advice and highlight tax implications for Wealth Planners

  • Draft detailed reports including cash flow analyses, asset allocations, and annexures as instructed

  • Support Wealth Planners post-report presentation if needed

  • Conduct research on portfolios and product performance

  • Recommend suitable investment products and structures

  • Stay informed on relevant legislation and evolving investment solutions

  • Prepare adhoc risk cover reports when requested

  • Perform in-depth investment analysis (e.g., unit trusts, shares)

Process Management

  • Ensure a lead time of three business days for preparation of investment reports and proposals for Financial Advisors


Requirements

  • A relevant financial qualification (e.g., BCom in Finance, Accounting, or Investment Management)

  • Postgraduate Diploma in Financial Planning (CFP) is beneficial

  • Minimum of 2 years in the Financial Services industry

  • Proficiency in Microsoft Office, especially Excel (advanced level)

  • Ability to build financial models in Excel

  • Familiarity with financial tools: Morningstar, Moneymate, Spotlight Investor, Futuresight, etc.

  • Excellent report writing and written communication skills

  • Fluent in Afrikaans and English (both written and spoken)


Please Note, if you don't match the Requirements and Industry you won't be consider for this role.

Benefits
  • Market-related salary

  • Contact Hire Resolve for your next career-changing move today

    • Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
    • You can also visit the Hire Resolve website: hireresolve.us or email us your CV: gustav.vogel@hireresolve.us
    • Please use " ParaPlanner " as your subject line when applying via email

    • We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise

  • IF you have a PGDFP (CFP), 2 years experience and fluent in Afrikaans please send me your CV on WhatsApp at - +27 63 584 7231

Requirements:

Hire Resolve is currently seeking a dedicated Para-Planner on behalf of our client, a major key player in the Wealth Management sector , known for delivering tailored financial solutions to a diverse client base. This exciting permanent opportunity is based in either Pretoria or Bellville , offering the ideal environment for a skilled professional looking to grow within a reputable and forward-thinking organization.

Technical Duties

  • Consolidate and summarize client policies and investments

  • Create financial projections

  • Assess and highlight tax implications

  • Prepare cash flows to ensure income sustainability

  • Identify appropriate investment vehicles and structures

  • Determine capital and income needs in scenarios such as death, disability, severe illness, or retirement

  • Identify capital/income shortfalls

  • Analyze and compare local and offshore unit trust funds (CIS)

  • Provide supporting data including performance graphs, asset allocation, risk/return scatterplots, and correlation tables

Stakeholder Engagement

  • Liaise with internal stakeholders (e.g., Wealth Planners, Financial Advisors) and external partners (e.g., brokers, investment consultants from life and asset management companies)

Administrative and Analytical Support

  • Provide investment advice and highlight tax implications for Wealth Planners

  • Draft detailed reports including cash flow analyses, asset allocations, and annexures as instructed

  • Support Wealth Planners post-report presentation if needed

  • Conduct research on portfolios and product performance

  • Recommend suitable investment products and structures

  • Stay informed on relevant legislation and evolving investment solutions

  • Prepare adhoc risk cover reports when requested

  • Perform in-depth investment analysis (e.g., unit trusts, shares)

Process Management

  • Ensure a lead time of three business days for preparation of investment reports and proposals for Financial Advisors


Requirements

  • A relevant financial qualification (e.g., BCom in Finance, Accounting, or Investment Management)

  • Postgraduate Diploma in Financial Planning (CFP) is beneficial

  • Minimum of 2 years in the Financial Services industry

  • Proficiency in Microsoft Office, especially Excel (advanced level)

  • Ability to build financial models in Excel

  • Familiarity with financial tools: Morningstar, Moneymate, Spotlight Investor, Futuresight, etc.

  • Excellent report writing and written communication skills

  • Fluent in Afrikaans and English (both written and spoken)


Please Note, if you don't match the Requirements and Industry you won't be consider for this role.

Benefits
  • Market-related salary

  • Contact Hire Resolve for your next career-changing move today

    • Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
    • You can also visit the Hire Resolve website: hireresolve.us or email us your CV: gustav.vogel@hireresolve.us
    • Please use " ParaPlanner " as your subject line when applying via email

    • We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise

  • IF you have a PGDFP (CFP), 2 years experience and fluent in Afrikaans please send me your CV on WhatsApp at - +27 63 584 7231

  • Consolidate and summarize client policies and investments

  • Create financial projections

  • Assess and highlight tax implications

  • Prepare cash flows to ensure income sustainability

  • Identify appropriate investment vehicles and structures

  • Determine capital and income needs in scenarios such as death, disability, severe illness, or retirement

  • Identify capital/income shortfalls

  • Analyze and compare local and offshore unit trust funds (CIS)

  • Provide supporting data including performance graphs, asset allocation, risk/return scatterplots, and correlation tables

  • Liaise with internal stakeholders (e.g., Wealth Planners, Financial Advisors) and external partners (e.g., brokers, investment consultants from life and asset management companies)

  • Provide investment advice and highlight tax implications for Wealth Planners

  • Draft detailed reports including cash flow analyses, asset allocations, and annexures as instructed

  • Support Wealth Planners post-report presentation if needed

  • Conduct research on portfolios and product performance

  • Recommend suitable investment products and structures

  • Stay informed on relevant legislation and evolving investment solutions

  • Prepare adhoc risk cover reports when requested

  • Perform in-depth investment analysis (e.g., unit trusts, shares)

  • Ensure a lead time of three business days for preparation of investment reports and proposals for Financial Advisors

  • A relevant financial qualification (e.g., BCom in Finance, Accounting, or Investment Management)

  • Postgraduate Diploma in Financial Planning (CFP) is beneficial

  • Minimum of 2 years in the Financial Services industry

  • Proficiency in Microsoft Office, especially Excel (advanced level)

  • Ability to build financial models in Excel

  • Familiarity with financial tools: Morningstar, Moneymate, Spotlight Investor, Futuresight, etc.

  • Excellent report writing and written communication skills

  • Fluent in Afrikaans and English (both written and spoken)

  • Market-related salary

  • Contact Hire Resolve for your next career-changing move today

    • Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
    • You can also visit the Hire Resolve website: hireresolve.us or email us your CV: gustav.vogel@hireresolve.us
    • Please use " ParaPlanner " as your subject line when applying via email
  • Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
  • You can also visit the Hire Resolve website: hireresolve.us or email us your CV: gustav.vogel@hireresolve.us
  • Please use " ParaPlanner " as your subject line when applying via email

    • We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise

  • IF you have a PGDFP (CFP), 2 years experience and fluent in Afrikaans please send me your CV on WhatsApp at - +27 63 584 7231

  • We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise

30 May 2025;   from: careers24.com
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