Pretoria: Para-Planner posted by Hire Resolve
Posted on 2025-06-02 00:00:00
| Employer | Hire Resolve |
|---|---|
| Category | Other Finance/Accounting |
| Location | Gauteng / Pretoria |
Job Summary
Technical Duties
-
Consolidate and summarize client policies and investments
-
Create financial projections
-
Assess and highlight tax implications
-
Prepare cash flows to ensure income sustainability
-
Identify appropriate investment vehicles and structures
-
Determine capital and income needs in scenarios such as death, disability, severe illness, or retirement
-
Identify capital/income shortfalls
-
Analyze and compare local and offshore unit trust funds (CIS)
-
Provide supporting data including performance graphs, asset allocation, risk/return scatterplots, and correlation tables
Stakeholder Engagement
-
Liaise with internal stakeholders (e.g., Wealth Planners, Financial Advisors) and external partners (e.g., brokers, investment consultants from life and asset management companies)
Administrative and Analytical Support
-
Provide investment advice and highlight tax implications for Wealth Planners
-
Draft detailed reports including cash flow analyses, asset allocations, and annexures as instructed
-
Support Wealth Planners post-report presentation if needed
-
Conduct research on portfolios and product performance
-
Recommend suitable investment products and structures
-
Stay informed on relevant legislation and evolving investment solutions
-
Prepare adhoc risk cover reports when requested
-
Perform in-depth investment analysis (e.g., unit trusts, shares)
Process Management
-
Ensure a lead time of three business days for preparation of investment reports and proposals for Financial Advisors
Requirements
-
A relevant financial qualification (e.g., BCom in Finance, Accounting, or Investment Management)
-
Postgraduate Diploma in Financial Planning (CFP) is beneficial
-
Minimum of 2 years in the Financial Services industry
-
Proficiency in Microsoft Office, especially Excel (advanced level)
-
Ability to build financial models in Excel
-
Familiarity with financial tools: Morningstar, Moneymate, Spotlight Investor, Futuresight, etc.
-
Excellent report writing and written communication skills
-
Fluent in Afrikaans and English (both written and spoken)
Please Note, if you don’t match the Requirements and Industry you won’t be consider for this role.
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 “ParaPlanner“ 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
-
- IF you have a PGDFP (CFP), 2 years experience and fluent in Afrikaans please send me your CV on WhatsApp at – (***)***-****31
Click Go Apply to apply online!
Get Similar Job Alerts
More jobs in Pretoria
More jobs in Gauteng
Browse Other Finance/Accounting Jobs
Browse Hire Resolve Jobs
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: Senior RAF Litigation Attorney posted by Cora O’Neil Recruitment Agency
Menlo Park, Pta East SENIOR RAF LITIGATION ATTORNEY THIRD PARTY CLAIMSMinimum Requirements-Presentable and professional Afrikaans speaking, aged younger...
View Job
Senior RAF Litigation Attorney
Pretoria East: Chef posted by Golfing Africa
Five Star Guest House in Pretoria East is seeking a dynamic, qualified and experienced Chef to work between Pretoria and their Five Star Game Lodge in...
View Job
Chef
Pretoria: Call Centre Sales Manager (JB5143) posted by Kontak Recruitment
Call Centre Sales Manager JB5143Pretoria, South AfricaSalary R30 - 40 000 per monthEmployment Type Permanent Are you a dynamic sales leader with a passion...
View Job
Call Centre Sales Manager (JB5143)
Pretoria East: Operations Manager – Solar Industry posted by Sol-brite
Candidate must have the following credentials - Drivers license - High-rise Qualification - All Medicals to be up to date.
View Job
Operations Manager – Solar Industry
Pretoria City: Cellphone repair technician posted by Vape Infusion
We currently looking for Cellphone repair technician.Repair damaged cellphones on site for waiting customers.
View Job
Cellphone repair technician
Pretoria East: Diesel Mechanic – Immediately available posted by Global Waste Group
Position requires knowledge of hydraulic systems, welding, fleet maintenance and management. Basic excel, computer and good administration skills are a...
View Job
Diesel Mechanic – Immediately available
Pretoria North: Clinic Assistant – Urgently needed posted by SANCA PRETORIA/SOSHANGUVE
Clinic Assistant Position available at in-patient alcohol and drug rehabilitation centre in Pretoria North. RequirementsGrade 12Valid drivers licenseAble to...
View Job
Clinic Assistant – Urgently needed
Pretoria East: Call Centre Agent posted by Wealthtec Holdings
.Handle inbound and outbound calls like a pro- quick,efficient and always on point Follow dynamic communication scripts while adding your personal magic...
View Job
Call Centre Agent
Pretoria: Client Services Manager (JB5146) posted by Kontak Recruitment
Client Services Manager JB5146Pretoria, South AfricaSalary R30 - 40 000 per monthEmployment Type Permanent Workplace In-Office Are you a natural leader with...
View Job
Client Services Manager (JB5146)
Pretoria East: Latin and Ballroom Dance Instructor posted by Giscoe (PTY) Ltd
About UsDe la Vida is a vibrant dance studio dedicated to providing high-quality dance instruction to individuals of all ages and skill levels. Position...
View Job
Latin and Ballroom Dance Instructor
Pretoria: Finance Coordinator posted by Linear Building Projects
Prime ResponsibilitiesUnderstand the accounts processing of both debtors and creditors transactions.Reconcile all debtors and creditors payments.Prepare...
View Job
Finance Coordinator
Pretoria East: Waste Water Treatment Engineer – Urgently Needed posted by PVT
NOW HIRING Waste Water Treatment Engineer Project ManagerWe are looking for an experienced Waste Water Treatment Engineer Project Manager with a strong...
View Job
Waste Water Treatment Engineer – Urgently Needed
Pretoria: CNC Operator – Haas and Fanuc Experience a plus posted by Amandla Pumps
Manage CNC jobs drilling, tapping, millingEnsuring machines are fully operated and manage.
View Job
CNC Operator – Haas and Fanuc Experience a plus
Pretoria East: Site Manager – Urgently Needed posted by Riverview Development
Looking for highly motivated Foreman for ceiling and drywall company for limited duration Project in Pretoria.Knowledge of suspended ceilings, drywall,...
View Job
Site Manager – Urgently Needed
Pretoria North: Parts Sales posted by Progress Panelbeaters North CC
Body Parts is looking to expand our team.We have the following position available within our company Parts Salesman Saleswoman Salary Basic R12 200 ...
View Job
Parts Sales
Pretoria North: Parts & Quality Manager posted by Progress Panelbeaters North CC
We are looking to expand our team and have the following position available within our company.Parts Quality ManagerMust have experience in the motor...
View Job
Parts & Quality Manager
Pretoria North: ESTIMATOR posted by Progress Panelbeaters North CC
We are looking to expand our team and have the following position available within our company that is based in Pretoria.ESTIMATOR 10 years experience in an...
View Job
ESTIMATOR
Pretoria East: Ontvangs posted by Think Smart Built-in Systems
Ontvangs en Algemene Kantoor AssistentJunior pos beskikbaar in Pretoria Oos vir goed georganiseerde tweetalige en verkieslik n jong dame. Ondervinding van...
View Job
Ontvangs
Pretoria North: PANELBEATER posted by Progress Panelbeaters North CC
We are looking to expand our team and have the following position available within our company.EXPERIENCED PANELBEATERMust have a minimum of 6 years...
View Job
PANELBEATER
Pretoria North: MOTOR MECHANIC posted by Progress Panelbeaters North CC
We are looking to expand our team and have the following position available within our company that is based in Pretoria.QUALIFIED MOTOR MECHANIC Must have...
View Job
MOTOR MECHANIC
Pretoria North: Machine Operator posted by Sastel Packaging
The machine operators main responsibility is to operate and maintain the sachet filling capsule filling machines.Requirements Qualifications Matric...
View Job
Machine Operator
Pretoria East: Catering Unit Manager – Security Services posted by BizGro
A leading Industrial Caterer urgently seeks the services of experienced passionate Unit Managers to join their Team.Vacancies exist in...
View Job
Catering Unit Manager – Security Services
Pretoria East: Workshop Technical Assistant posted by R2DFuel Solutions
Job OverviewWe are looking for a dedicated and technically inclined individual to join our team as a Technical Assistant. The ideal candidate is a local...
View Job
Workshop Technical Assistant
Pretoria North: Junior Graphic Designer – Urgently needed posted by cmyk consultants
Signage company needs Junior graphic designer printer operator Coral draw literateAfrikaans and English speakingSober habits
View Job
Junior Graphic Designer – Urgently needed
Pretoria East: Personal Assistant for Director posted by Pulo Energy PTY LTD
Looking for a Personal Assistant for the DirectorMust have MatricMust have Degree in Law or HumanitiesMust have at least more than 5 years experienceSalary...
View Job
Personal Assistant for Director