Pretoria: Para-Planner posted by Hire Resolve
Posted on 2025-06-18 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: Accountant posted by Third Age Group
Location Pretoria, GautengAre you an experienced accounting professional with a strong leadership background and a passion for financial excellence? We are...
View Job
Accountant
Pretoria East: Welder – Urgently needed posted by Honeyfields
Welder with experience wanted on a construction site in Pretoria East. Must have done stainless steel and mild steel welding.
View Job
Welder – Urgently needed
Pretoria East: Welding – Stick welding posted by Honeyfields
We are looking for a Welder with experience in stick steel welding , in Pretoria East. Must preferably have done mild steel and stainless steel welding.
View Job
Welding – Stick welding
Pretoria East: Teacher posted by Kleinmensies Kleuterskool
Teacher required for 2 to 3 year old kids.Qualification required or in processPractical experience at Pre-primary schoolsFull day Monday to FridayPost...
View Job
Teacher
Pretoria East: Accountant – URGENTLY needed posted by Staffworx Recruitment
RECRUITING! EXCELLENT OPPORTUNITY!Job Title Accountant Location Lynnwood, Pretoria-East with minimum 5 times per month in Rustenburg Department Finance...
View Job
Accountant – URGENTLY needed
Pretoria East: Finance Intern posted by MGM VIP SECURITY
Job Summary Were looking for a motivated and detail-oriented Finance Intern with some prior experience to join our finance team. This is a fantastic...
View Job
Finance Intern
Pretoria: Town planner posted by IF Property Solutions (Pty) Ltd
IF Property Solutions Pty Ltd based in Pretoria, is expanding and in need of a qualified Town Planner.If you are based in Pretoria and meet all the...
View Job
Town planner
Pretoria North: Driver – Urgent posted by Alwinco
Job Opportunity Contract Driver Wanted at AlwincoAlwinco, South Africas leading independent security risk assessment company, is looking for a reliable...
View Job
Driver – Urgent
Pretoria City: Customer Service Representative – Fully Remote posted by Isisekelo Solutions
About the ClientOur client is a rapidly growing, remote-first company featured on Y Combinators Top Companies list. With a diverse global team and a...
View Job
Customer Service Representative – Fully Remote
Pretoria East: Showroom and order fulfillment assistant posted by Star Sweepers
Were Hiring! Showroom Order Fulfillment AssistantAre you a go-getter with a passion for organization, customer service, and a fast-paced work environment?...
View Job
Showroom and order fulfillment assistant
Pretoria East: Data Capturer/Admin posted by Anje Zondagh
Temp Position Junior Admin debtorscreditors clerk position to process medical claims. Capturing of data, liaising with Medical aids and patients. Comp...
View Job
Data Capturer/Admin
Pretoria: TETA Assessors – Registered TETA assessors needed posted by Health and safety Exodec Training
Registered assessors and moderators needed for freelance training with own transport. Please send CV and accreditation letter.
View Job
TETA Assessors – Registered TETA assessors needed
Pretoria East: Personal Assistant posted by Cora O’Neil Recruitment Agency
Ashlea Gardens, Pretoria PERSONAL ASSISTANTMinimum Requirements-Mature, presentable and professional Afrikaans speaking preferably female, aged 35...
View Job
Personal Assistant
Pretoria: Legal Admin Assistant posted by Cora O’Neil Recruitment Agency
Brooklyn, Pretoria LEGAL SECRETARY ADMIN ASSISTANTMinimum Requirements-Well presentable and professional, non smoking, Afrikaans speaking female Aged 45...
View Job
Legal Admin Assistant
Pretoria City: Catering Manager – Urgently needed posted by E Job Recruitment
Duties ResponsibilitiesTake full responsibility and management of the unitNeed to be able to work in a demanding environmentSetting and management of...
View Job
Catering Manager – Urgently needed
Pretoria City: ARMED REACTION OFFICER – URGENTLY NEEDED posted by HMA HIGH RISK SECURITY
Minimum 12 months experience as an armed reaction officerMust have PSIRAHandgunshotgun competencyClear criminal recordPolice clearanceJob referencesMust...
View Job
ARMED REACTION OFFICER – URGENTLY NEEDED
Pretoria City: Massage Therapist posted by HealthClinic
Massage therapist needed with 2 years experience. Must be willing to work under instruction.Preferably an Afrikaans speaking person.Preferably a Non-smoker...
View Job
Massage Therapist
Pretoria East: Malawian housekeeper – Urgent needed posted by Pro Decor
Job general house cleaning, washing, ironing, car wash, vacuum. Organize house and garage. Attend to garden and pool. Look after dogs.Stay in, full time,...
View Job
Malawian housekeeper – Urgent needed
Centurion: Sales executive – Urgently needed posted by Williams Hunt Pretoria
Large motordealer looking for Experienced salesperson.Need proven track record. Must have experience in motorsales.Basic with commission and company perks.
View Job
Sales executive – Urgently needed
Pretoria: Electrical Technician – Urgently needed posted by Dezan Projects (Pty) Ltd
Die ideale kanidaatGekwalifiseerde elektrisien Hardwerkend, eerlik, energiek, entosiasties. Bestuurs lesensie en eie vervoer sal voordelig wees.Konstruksie...
View Job
Electrical Technician – Urgently needed
Pretoria East: Aesthetician – Urgently posted by The Beauty Palace
We require 3 aestheticians min 3yrs Diploma. Basiccom benefits. Babor,Environ,Guinot,RegimA,Lamelle and Nimue skin products knowledge.
View Job
Aesthetician – Urgently
Pretoria East: Three Beauty Therapists – Urgently posted by The Beauty Palace
We require 3 beauty therapists with min 3yrs Diploma. Basiccom benefits. Babor,Environ,Guinot,RegimA,Lamelle, and Nimue skin products knowledge needed.
View Job
Three Beauty Therapists – Urgently
Pretoria East: Sales managers posted by K-Sel Industries
Sales managers neededAuthorised Kirby agentWe are looking for sales managers who are driven and self motivated, to go out and see clients, make...
View Job
Sales managers
Pretoria: Receptionist posted by Intercon Recruitment
A busy and reputable motor dealership based in Silver Lakes, Pretoria, is seeking a well-presented and professional Receptionist to join their team. The...
View Job
Receptionist
Pretoria City: Assistant Manager posted by Total Wonderboom South
FUEL STATION ASSISTANT MANAGER R12000 R15000REQUIREMENTS-Grade 12 -Preferably have previous retail experience -Valid drivers license and own...
View Job
Assistant Manager