Menu Close

Sandton: SENIOR PARAPLANNER posted by Elev8

Sandton: SENIOR PARAPLANNER posted by Elev8

Company
Elev8

Location
Gauteng

Job Type
Banking

Job Description

SENIOR PARAPLANNER – Sandton, Johannesburg

Highly Competitive Package on Offer!

Our Client, a Global Financial Services concern is seeking a dynamic Paraplanner to join their team of professionals.

One would describe you as being a highly organised, hands-on and seasoned individual who possesses excellent analytical and problem solving abilities.

You are a strong communicator who places particular emphasis on accuracy and attention to detail and is able to work independently.

Further to this you have good time management skills, ability to meet deadlines and an in-depth financial product offering knowledge.

 

Job Purpose:

As an experienced Paraplanner, you will provide support to the Senior Private Wealth Managers in the development and maintenance of client financial plans.

Your work will provide detailed research, analysis of client’s financial circumstances, and preparation of financial planning recommendations and reports. This role does not include case preparation.

 

Minimum Requirements:

  • Senior Certificate, Relevant Diploma/Degree, or an equivalent qualification
  • Advantageous: Certified Financial Planner (CFP), Certifications: First Level Regulatory Exam for Representatives (RE5); First Level Regulatory Exam for Key Individuals (RE1)
  • Minimum 5 years’ relevant administration experience gained in paraplanning, financial planning and/or advising  
  • Proven proficiency with MS Office (Word, Excel, Powerpoint)
  • Detailed knowledge of the South African financial market in the advisory space
  • Detailed knowledge of the South African providers
  • Knowledge of the offshore providers is advantageous
  • Strong understating of financial planning concepts and strategies
  • Demonstrated proactive approaches to problem-solving with strong decision-making capability
View Job  Port Elizabeth: Refrigeration Technician (Hybrid) posted by Profile Personnel

 

Key Responsibilities:

  • Assist the Senior Private Wealth Managers in the research and analysis of the client’s financial situation, goal, and objective
  • Responsible for all-around financial planning, estate planning, investment research, product/solution recommendations
  • Prepare and compile financial analysis reports, including cash flow analysis reports, investment projections, retirement planning and risk management
  • Develop comprehensive financial plans that meet client’s needs and objectives
  • Make use of internal financial planning software to create scenarios and projections
  • Ensure compliance with financial legislation and regulations throughout the financial planning process
  • Support the Senior Private Wealth Managers to review clients’ files and identify planning opportunities
  • Work closely with service providers to understand products

 

To apply for this role, please forward a detailed copy of your CV to Nicole Spamers: *****@*****.co.za

Ready to Apply?

Click below to apply directly with the employer


Go Apply Now


Safe & secure application

Advertisement


Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in Sandton, Gauteng


Job Seeker Tip

Network actively - many jobs are filled through referrals before being advertised.

View Job  Kokstad: Trade Area Manager / Branch Manager posted by Telebest

How to Apply

Click “GO APPLY” to visit the company’s application page.
Follow their instructions carefully.

JVR Jobs connects you with employers – we don’t process applications directly.

Latest Job Opportunities

Sandton: Electrical Draughtsman posted by Hire Resolve

Jobs in Gauteng September 28, 2025
Hire Resolve Other Engineering

Hire Resolve is excited to present an opportunity for a highly skilled Electrical Draughtsman to join our esteemed consulting engineering…

View Job

Centurion: Supply Chain Compliance Officer posted by Hire Resolve

Jobs in Centurion September 28, 2025
Hire Resolve Other Clearing and Forwarding

Hire Resolves client is looking for a dynamic Supply Chain Compliance Officer to join their team in Centurion, Gauteng. In…

View Job

Western Cape: Journals Production Editor / Coordinator posted by Persona Staff

Jobs in South Africa September 28, 2025
Education Persona Staff Training

ResponsibilitiesManage a portfolio of journal titles, ensuring that they run on optimised workflows and meet department publication metrics.Maintain article...

View Job

George: Regional Sales Manager – Crop Protection and Plant Nutrition posted by Mayfly Agri

Jobs in Garden Route September 28, 2025
Agriculture Aquaculturist Fisheries Mayfly Agri

Minimum requirements for the roleMust have a B.Sc. in Agriculture or similarAn AVCASA accreditation is essentialMinimum of 5 yearsrsquo post-qualification...

View Job

Western Cape: Environmental Assessment Practioner posted by PRO Personnel Employment Agency

Jobs in South Africa September 28, 2025
Petro Chemical PRO Personnel Employment Agency

Core Qualifications, Skills set and Working experience and MUST INCLUDE Post graduate science degree in environmental field Must have successfully…

View Job  Johannesburg: Lead Climate Change & Nature Professional posted by Isilumko Staffing
View Job

Vanderbijlpark: Warehouse Assistant posted by Hire Resolve

Jobs in Gauteng September 28, 2025
Hire Resolve Other Clearing and Forwarding

Hire Resolves Client is actively searching for a Warehouse Assistant to join their team in the Vaal Triangle, Gauteng. In…

View Job

Browse Employers

View All

Job Alerts


Share this to someone who needs a job:
Posted in Jobs in Gauteng, Jobs in Northern Suburbs, Jobs in Sandton, Jobs in South Africa

More Jobs in Your Area