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Pretoria: PARAPLANNER – PRETORIA posted by HR Option

Pretoria: PARAPLANNER – PRETORIA posted by HR Option

Posted on 2025-07-05 00:00:00

Employer HR Option
Category Banking
Location Gauteng  / Pretoria

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)
View Job  Johannesburg: B.COM Graduate Programme posted by Isilumko Staffing

Process:

  • 3 Business days lead time in preparation of investment reports / proposals for Financial Advisors

Click Go Apply to apply online!


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