Pretoria: PARAPLANNER – PRETORIA posted by HR Option
Posted on 2025-07-05 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 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
Click Go Apply to apply online!
Get Similar Job Alerts
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
Pretoria East: Accounts And Admin Manager posted by Global Propcon Pty Ltd
Were hiring a hands-on Financial Operations Manager to join our fast-paced team immediately. Based in Silver Lakes, Pretoria East, this role supports both...
View Job
Accounts And Admin Manager
Pretoria: Verification Analyst
Requirements Minimum 23 years experience as a Verification Analyst or similar role English fluency essential, Afrikaans beneficial Ability to work...
View Job
Verification Analyst
Pretoria: Electronic Engineer
As an Electronic Engineer, youll work closely with cross-functional teams to design, develop, and test electronic systems and components. This is a...
View Job
Electronic Engineer
Unspecified: Accountant â Pretoria
Position Details Job Type Permanent Start Date Immediate Primary Office Location Pretoria Requirements BCom Accounting degree essential Minimum of 3 years...
View Job
Accountant â Pretoria
Pretoria: Backend Developer
Skills and Knowledge essential Design and build data stores with complex relationships relational or NoSQL. BuiltDesigned distributed systems, back-end...
View Job
Backend Developer
Pretoria: Workshop Manager
ACCOUNTABILITIES RESPONSIBILITIES Incident Reporting and Communication Report any incidents accidents immediately to Operations manager. Ensure clear...
View Job
Workshop Manager
Pretoria: Legal recoveries consultant, Pretoria East
Legal recoveries consultant, Pretoria East required for a motor vehicle collision claims department. Experience in motor vehicle claims and recoveries is...
View Job
Legal recoveries consultant, Pretoria East
Pretoria: Graphic Designer
If youre ready to bring fresh ideas, visual impact, and design excellence to a results-driven team, this Graphic Designer opportunity is the perfect blend...
View Job
Graphic Designer
Pretoria: General Supervisor â Terminal Operations – Maritime
Duties Responsibilities Supervise all operational activities during the shift, including vessel loadingunloading and yard movements Allocate berthing...
View Job
General Supervisor â Terminal Operations – Maritime
Pretoria: Web Designer
REQUIREMENTS 2 years of experience. Proven experience in website building your portfolio or links will be requested upon shortlisting, please keep it at...
View Job
Web Designer
Pretoria: Internal Sales Administrator
Minimum Requirements Matric 3 years experience in a similar role Valid Drivers License Own Vehicle Candidate must be confident and bubby Must have...
View Job
Internal Sales Administrator
Pretoria: Electrical and Instrumentation (E&I) Draughtsperson
Duties Responsibilities Develop and update detailed 2D and 3D electrical and instrumentation drawings using MicroStation CAD software. Collaborate with...
View Job
Electrical and Instrumentation (E&I) Draughtsperson
Pretoria: Candidate Attorney
Minimum Requirements Completed LLB Degree with strong academic transcript Advantage OR Almost finish with Degree 3 - 4 years study Completed law school...
View Job
Candidate Attorney
Pretoria: Warehouse Storeman
Matric Relevant tertiary qualification in Warehousing Operations strong recommendation. Experience working in a similar warehouse, inventory or stock...
View Job
Warehouse Storeman
Pretoria: INTERMEDIATE C# DEVELOPER (CRYSTAL REPORTS) – CENTURION (ONSITE) UP TO R500K PA
A global leader in real-time vehicle and asset tracking is looking for an Intermediate C Developer to join their team and help drive the evolution of their...
View Job
INTERMEDIATE C# DEVELOPER (CRYSTAL REPORTS) – CENTURION (ONSITE) UP TO R500K PA
Pretoria: Junior Production Manager
RESPONSIBILITIES Ensuring all operational processes and procedures are strictly followed Identify the exact quality and specification of the commodity...
View Job
Junior Production Manager
Pretoria: Training Instructor
Deliver theoretical and practical firearm training sessions. Manage training administration and maintain accurate training records. Facilitate training...
View Job
Training Instructor
Pretoria: Systems Engineer – Hybrid
Our client is searching for a Systems Engineer to join their team in Pretoria Hybrid Contract Permanent a probation period will apply Remote working Half...
View Job
Systems Engineer – Hybrid
Pretoria: Accounting and Auditing Manager
Minimum requirements Completed SAICA or SAIPA Articles with a bachelors degree in finance or a related field. Strong knowledge of financial reporting...
View Job
Accounting and Auditing Manager
Pretoria: Bookkeeper
Roles and Responsibilities Job title Bookkeeper. Location Lynwood, Pretoria. Salary R 20 000 R 22 000. Bookkeeping experience. Employment Details Employment...
View Job
Bookkeeper
Unspecified: Healthcare Provider Relations Manager at GEMS – Gauteng, Pretoria
Introduction Internal Advert - Manager Healthcare Provider Relations The position of Manager Healthcare Provider Relations is vacant. The Manager Healthcare...
View Job
Healthcare Provider Relations Manager at GEMS – Gauteng, Pretoria
Pretoria: Marketing Manager
Minimum requirements Minimum 5 years of marketing experience, with at least 2 years in a retail-focused environment. Bachelors degree in Marketing,...
View Job
Marketing Manager
Pretoria: Industry Support Liaison/ Association Support (Contract)
Duties and Responsibilities Experience with membership recruitment a similar role is required non-negotiable Matric required Related tertiary qualification...
View Job
Industry Support Liaison/ Association Support (Contract)
Pretoria: Conveyancer
Minimum requirements LLB Admitted Attorney Admitted Conveyancer 3- 5 Years experience as a Conveyancer dealing with transfers Good communication skills in...
View Job
Conveyancer
Pretoria: Recruitment Consultant
Ready to take on a fast-paced industry where your effort real rewards ? Network Recruitment is looking for target-driven individuals ready to build a...
View Job
Recruitment Consultant