PARAPLANNER - BELLVILLE

Recruiter:

HR Genie

Job Ref:

2625A EWB PARA

Date posted:

Thursday, May 22, 2025

Location:

Bellville, South Africa

Salary:

Market related

SUMMARY:
To assist in the implementation of clients' financial planning and investment instructions.

POSITION INFO:

Our client with national footprint requires a Para-planner. Your:

Education:

A financial qualification is essential (e.g. B Com finance, accounting, investment management)
A Post Graduate diploma in Financial Planning (CFP) would be beneficial

Experience Required:

Minimum of two years of experience in the Financial Services sector.

Skills:

Excellent report writing skills (written communication skills)
Proficient in Afrikaans and English, both written and verbal communication
Attention to detail / accuracy
Analytical / technical
Knowledge of Investment products and tax

Knowledge:

Proficient on Microsoft Windows (advanced level in Excel)
Building financial models in Excel
Morningstar, Moneymate, Spotlight Investor, Futuresight, Portfolio tools provided by Asset Management Companies (Financial tools)

will enable you to fulfill the following duties:

Responsibilities:

Consolidate and summarize all policies & investments
Make necessary projections
Highlight different tax implications
Prepare the necessary cash flows to ensure sustainability of income
Identify the appropriate investment vehicle and structure
Identify the client’s capital & income needs in the event of death/disability/severe illness/retirement
Determine capital / income shortfalls
Analyze & compare various local & offshore unit trust funds (CIS). Obtain & provide performance graphs, asset allocation, risk & return scatterplots, risk correlation tables etc.

People:

Liaise closely with all stakeholders (i.e. Wealth Planners / Financial Advisors, External brokers, Investment Consultants from Life and Asset Management Companies)

Administration:

Advise Wealth Planners on where to invest, and tax implications
Drafting of reports including cash flow, asset allocations and adding annexures as per instructions from the Wealth Planner
Provide additional assistance to the Wealth Planners after presentation of the report, when necessary
Research investment portfolios and investment performance
Provide recommendations on various products and investment structures
Track relevant legislation and keep up to date on investment solutions
Adhoc risk cover reporting (if required by Wealth Planner)
Analysis on investment (i.e. unit trusts, shares etc)

Process:

3 Business days lead time in preparation of investment reports / proposals for Financial Advisors

Similar jobs you might be interested in:

PARAPLANNER - BELLVILLE
Location: Bellville
Salary: Market related
To assist in the implementation of clients' financial planning and investment instructions.
14 days ago

Paraplanner
Location: Cape Town
Salary: 30000 Monthly
Our client, a Wealth Management organisation based in Southern Suburbs Cape Town, is seeking a detail orientated paraplanner to join their team. The purpose of the role will be to act as an essential partner to the Director, ensuring seamless execution of operational responsibilities to enhance the client experience.
22 days ago

PARAPLANNER - BELLVILLE
Location: Bellville
Salary: Market related
To assist in the implementation of clients' financial planning and investment instructions.
23 days ago

PARAPLANNER - BELLVILLE
Location: Bellville
Salary: Market related
To assist in the implementation of clients' financial planning and investment instructions.
30 days ago

SENIOR FINANCIAL ADVISOR/WEALTH MANAGER
Location: Bellville
Salary: Market related
The Senior Wealth Manager serves existing clients and supports Wealth Planners.
10 days ago

SENIOR FINANCIAL ADVISOR/WEALTH MANAGER
Location: Bellville
Salary: Market related
The Senior Wealth Manager serves existing clients and supports Wealth Planners.
11 days ago