Pretoria: Para-Planner posted by Hire Resolve
Posted on 2025-05-19 00:00:00
| Employer | Hire Resolve |
|---|---|
| Category | Other Finance/Accounting |
| Location | Gauteng / Pretoria |
Job Summary
Responsibilities
-
Consolidate and summarize all client policies and investments
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Perform financial projections and identify potential tax implications
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Prepare detailed cash flow analyses to ensure income sustainability
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Identify appropriate investment vehicles and structures
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Determine client capital and income needs in scenarios such as death, disability, severe illness, or retirement
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Assess capital/income shortfalls
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Analyze and compare local and offshore unit trust funds (CIS)
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Generate investment performance graphs, asset allocation reports, risk-return scatterplots, and risk correlation tables
People Interaction
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Collaborate with internal and external stakeholders, including:
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Wealth Planners / Financial Advisors
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External brokers
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Investment consultants from life and asset management companies
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Administrative Support
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Advise Wealth Planners on investment opportunities and tax considerations
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Draft comprehensive financial reports, including cash flows, asset allocations, and annexures
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Support Wealth Planners post-presentation as needed
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Conduct research on investment portfolios and performance
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Recommend suitable products and investment structures
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Monitor legislative changes and investment trends
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Prepare adhoc risk cover reports if requested
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Analyze investments (e.g., unit trusts, shares)
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Ensure reports and proposals are completed within 3 business days
Requirements
- Bachelors degree in Finance, Accounting, or Investment Management (essential)
Proficiency in Afrikaans and English (written and verbal) - Postgraduate Diploma in Financial Planning (CFP) (advantageous)
- No prior experience required
- Proficiency in Microsoft Windows (advanced Excel)
- Financial modeling in Excel
- Familiarity with Morningstar, Moneymate, Spotlight Investor, Futuresight, and portfolio tools from asset managers
- Strong report writing and written communication skills
- Proficiency in Afrikaans and English (written and verbal)
- Excellent attention to detail and accuracy
- Strong analytical and technical aptitude
- Knowledge of investment products and tax implications
- High computer literacy (Excel and Word)
- Self-driven, proactive, and innovative
- Strong time management, enthusiasm, and results orientation
- Commitment to service delivery and teamwork
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: *****@*****.co.za
- Please use “Para-Planner” 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
Click Go Apply to apply online!
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