SUPPORT CONSULTANT/PARAPLANNER - MIDSTREAM

Recruiter:

HR Genie

Job Ref:

3925A EW PARA

Date posted:

Monday, July 14, 2025

Location:

Centurion, South Africa

Salary:

Market related

SUMMARY:
Compiling investment and retirement proposals.

POSITION INFO:

A well know leader in the financial industry got a Paraplanner position available:

DUTIES:

Summarize client portfolio reports.
Analyze investment income sustainability using mechanisms such as cashflow analysis.
Analyze investment & risk solutions relative to client needs & objectives to address shortfalls and manage risk.
Quantify estate liquidity requirements.
Identify appropriate investment vehicle and structure.
Identify, analyze and compare investment data (risk, asset classes, sector allocation etc).
Research investment portfolios and investment performance and provide recommendations on appropriate investment solutions.
Compile proposals for new and existing clients.
Keeping abreast of the changing tax and legal environment.
Maintain and develop client relationships.

SKILLS:

Dependable
Excellent communication skills, verbal and written
Attention to detail
Ability to think out of the box
Follow oral and written instructions
Must be proficient in English and Afrikaans

EDUCATION AND EXPERIENCE:

Formal Education, Matric
Tertiary qualification - Degree in Financial Planning / Financial Field is advantageous
Preference will be given to candidates with CFP or studying towards becoming a CFP
Two years experience in a financial planning environment

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