Menu Close

Bellville: PARAPLANNER – BELLVILLE

Bellville: PARAPLANNER – BELLVILLE

Posted on 2025-06-10 00:00:00

Job Summary

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 clients 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

View Job  Johannesburg: Financial Accountant

Click Go Apply to apply online!


Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in Bellville, Cape Town City Centre

Apply directly for this position. Please read all instructions carefully.

We do not process job applications; we simply aggregate and display job listings.

More related positions


Bellville: Junior Python Developer (JB5233) posted by Kontak Recruitment

Junior Python Developer JB5233Bellville, Cape Town, Western Cape Hybrid 3 days office, 2 remoteCompensation Dependent on experienceCategory Information...


View Job
Junior Python Developer (JB5233)

Bellville: MEDICAL SECRETARY posted by Medical Practice

An established Private Medical Practice based in Bellville, Cape Town is looking to hire an experienced Secretary to join their team. Responsibilities...


View Job
MEDICAL SECRETARY

Bellville: Fruit Trade Accounts Assistant / Debtors – Bellville

Requirements Matric with relevant tertiary qualification coupled with minimum 3 years experience in processing debtor transactions Proficient in Microsoft...


View Job
Fruit Trade Accounts Assistant / Debtors – Bellville

Bellville: AUDIT MANAGER

RESPONSIBILITIES Lead the planning, execution, and finalisation of audit assignments Review working papers and completed audit files for quality and...


View Job
AUDIT MANAGER

Bellville: Senior Travel Consultant posted by Generico Recruitment

NEW VACANCY Tourism IndustrySenior Travel Consultant Inbound GroupsSeriesBelvilleR30 000 - R40 000 Depending on experienceThis job is office based,...

View Job  Johannesburg: Accountant (CA)

View Job
Senior Travel Consultant

Bellville: FIRE DETECTION TECHNICIAN posted by Bayteck Holdings

Fire Detection Technician position available in Cape Town. Company is a well-established, national company.Candidate must be SAQCC DGS certified and have a...


View Job
FIRE DETECTION TECHNICIAN

Bellville: TRAINING INSTRUCTOR posted by Bayteck Holdings

National Training Academy has a position available for an instructor to present the following classesFirst Aid minimum BAA qualification requiredFire...


View Job
TRAINING INSTRUCTOR

Bellville: Administrator

Requirements 2 - 3 years of experience in sales administration, office support, or general office administration Matric or relevant diploma Own reliable...


View Job
Administrator

Cape Town City Centre: Showroom Assistant High End/Interior/Decor – Bellville

Showroom Assistant - High End - InteriorDecor - Belville Location Bellville - Cape Town SALARY R10 000 - Plus Benefits Requirements. Matric Certificate -...


View Job
Showroom Assistant High End/Interior/Decor – Bellville

Bellville: General Management Accountant

Our client is looking for a General Management Accountant to oversee the full financial function and provide strategic direction in a fast-paced, dynamic...


View Job
General Management Accountant

Bellville: Logistics Coordinator – Joostenbergvlakte

Requirements Purchases, reconciliations and logistical arrangements of purchases and sales. Above-average excel and numerical skills, cost calculation...


View Job
Logistics Coordinator – Joostenbergvlakte

Bellville: Helpdesk Consultant – Customer Service

Helpdesk Consultant - Customer Service Qualifications National Senior Certificate or equivalent Bachelors degree in Business Management or related field...


View Job
Helpdesk Consultant – Customer Service

Bellville: Finance Analyst

Requirements BCom degree in Finance graduates with no experience will be considered Valid drivers license and own reliable vehicle Stock control experience...


View Job
Finance Analyst

Bellville: Sales & Stores Controller

A recent professional profile photo is to accompany your application EMPLOYMENT TYPE Permanent SECTOR Sales Admin Pest Control BASIC SALARY Basic...


View Job
Sales & Stores Controller

Cape Town City Centre: Electrical Engineer : Bellville, WC

Applicants are required to meet the following criteria BSc Eng or B.Eng Electrical with a minimum candidate level registration with ECSA GCC advantageous...

View Job  Cape Town City Centre: HR, IR and Payroll Manager

View Job
Electrical Engineer

Bellville: Senior Sales Representative – Urgently Needed posted by Flooring Solutions Bellville

Senior Sales Representative Flooring Solutions BellvilleAre you a self-motivated and dynamic Senior Sales Representative with a passion for driving sales?...


View Job
Senior Sales Representative – Urgently Needed

Bellville: Extrusion Manager

What Youll Do Oversee daily extrusion operations to meet production, quality, and delivery goals Lead, manage, and develop a team of operators and...


View Job
Extrusion Manager

Bellville: Mechanical Draughtsman

Minimum Requirements National Diploma in Mechanical Engineering or relevant Draughting Diploma AutoCAD andor Revit MEP certification 3-5 years of experience...


View Job
Mechanical Draughtsman

South Africa: Business Analyst (Bellville – Cape Town)

Job Overview We are seeking a highly skilled Technical Business Analyst with a strong background in Retail Point of Sale POS systems . The ideal candidate...


View Job
Business Analyst (Bellville – Cape Town)

Bellville: Creditors Clerk

Are you meticulous with numbers and passionate about accuracy? Join a well-established industrial crane company as a Creditors Clerk ! What were looking for...


View Job
Creditors Clerk

Bellville: Bookkeeper Assistant

A recent professional profile photo is to accompany your application EMPLOYMENT TYPE Permanent SECTOR Finance BASIC SALARY R8000.00 R15 000.00 START DATE...


View Job
Bookkeeper Assistant

Bellville: Electrician

A recent professional profile photo is to accompany your application EMPLOYMENT TYPE Permanent SECTOR Manufacturing BASIC SALARY R22 000 R27 000...


View Job
Electrician

Bellville: PORTFOLIO ADMINISTRATOR

Your Formal Education Matric and relevant subsection skills Language skills for client and advisor communication Basic math skills for reconciliations...


View Job
PORTFOLIO ADMINISTRATOR

Bellville: IT Application Delivery Manager

BizTech Department The BizTech Department represents the unified business technology organisation of the Group of Companies, and is responsible for the...


View Job
IT Application Delivery Manager

Bellville: Medical Receptionist – Bellville

Requirements A minimum of two years relevant experience in a medical practice Excellent communication skills Extremely well organised Able to deal with...


View Job
Medical Receptionist – Bellville

Share this to someone who needs a job:
Posted in Accounting / Finance, Jobs in Bellville, Jobs in Cape Town City Centre

More Jobs in Your Area