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Pretoria: PARAPLANNER – PRETORIA posted by CompitantCandidates

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Job Description

About the Role

An established company within the financial sector is seeking to hire a highly skilled and experienced Paraplanner to join their team. This is an excellent opportunity for an individual with strong analytical skills and the ability to liaise with stakeholders.

Key Responsibilities

  • Consolidate and summarize all policies and investments.
  • Prepare required financial calculations.
  • Highlight the tax implications in the event of death or on risk benefits.
  • Prepare comprehensive estate and risk analyses.
  • Identify appropriate investment vehicles and structures to minimize estate duty.
  • Assess the client’s capital and income needs in the event of death, disability, severe illness, or retirement.
  • Determine potential capital and income shortfalls.
  • Analyse the client’s estate and current investments, and recommend suitable investment vehicles.

Requirements

  • A financial qualification is essential (e.g. B Com finance, accounting, investment management).
  • Proficiency in Microsoft Windows, with advanced skills in Excel.
  • Experience with Elite Wealth.
  • Fluent in English and Afrikaans.

Qualifications

A Post Graduate diploma in Financial Planning (CFP) would be advantageous.

An Advanced diploma in Estate Planning would be advantageous.

Salary & Benefits

The salary for this role is [not specified in original description].

[No additional information about benefits mentioned in the original job post]

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

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About Banking Jobs in Gauteng

The banking industry in Gauteng, South Africa is a dynamic and growing sector, with a strong demand for skilled professionals. Typically, job seekers in this field can expect to find opportunities across various sectors, including financial services, technology, and manufacturing. Generally, the industry outlook remains positive, with a common expectation of steady growth and expansion.

When it comes to salary expectations, banking positions in Gauteng typically fall within broad ranges, often influenced by factors such as experience, company size, and industry sector. For instance, entry-level positions may start around R400 000 per annum, while senior roles can exceed R800 000. However, please note that these figures are approximate and can vary significantly depending on individual circumstances.

Common skills required for banking roles in Gauteng include proficiency in financial software, strong analytical and problem-solving abilities, excellent communication and interpersonal skills, and a solid understanding of regulatory requirements. Other essential skills often include technical expertise in areas such as accounting, risk management, or compliance. Additionally, many employers place a high value on emotional intelligence, creativity, and adaptability.

The banking industry is commonly found in sectors such as financial services, technology, manufacturing, and corporate finance. Financial services companies, for example, are often major players in the industry, while technology firms may require banking professionals with technical expertise. Manufacturing sector banks also exist, catering to the needs of specific industries.

Career development opportunities abound in the banking industry, with many positions offering clear career progression paths. Typically, entry-level roles can lead to senior management positions or specialized fields such as risk management or compliance. Opportunities for professional development, training, and mentorship are often available within organizations, allowing professionals to build expertise and advance their careers.

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This information provides general career guidance. Actual salaries and requirements vary by employer.



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