Para-Planner – Bellville
Posted on 2025-04-24
| Employer | HR Option |
|---|---|
| Salary | 43661 |
| Category | Finance Accounting |
| Location | Western Cape / Bellville |
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:
- None
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
Para-Planner – Bellville position available in Western Cape, Bellville. This job position was posted by HR Option. The job has been posted as a free ad on 2025-04-24 at 09:06:17 in the Finance Accounting category
Click Go Apply to apply online!
You might also like these jobs in the same area.
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
Cape Town: Para-Planner/Paraplanner/New Business Assistant posted by Sagen Advisory
Sagen Advisory Recruitment company is looking for a young, dynamic, experienced, and qualified Para-Planner, who has a passion for growth, teamwork, and mentorship for a reputable Financial Advisory and Consultancy Company in Durbanville, Cape Town.The Job
View Job
Para-Planner/Paraplanner/New Business Assistant
Pretoria: Para-Planner – Pretoria
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 R
View Job
Para-Planner – Pretoria
Pretoria: Para-Planner – Pretoria posted by HR Option
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 beneficialExperience
View Job
Para-Planner – Pretoria
Bellville: Para-Planner – Bellville posted by HR Option
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 beneficialExperience Requi
View Job
Para-Planner – Bellville