PARAPLANNER - PRETORIA
1 week ago
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 skils and the ability to liaise with stakeolders. 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 advantageous;An Advanced diploma in Estate Planning would be advantageous.Experience Required:More than 1 year Estate Planning experienceKnowledge:Proficiency in Microsoft Windows, with advanced skills in Excel;Experience with Elite Wealth.Skills:Proficient in English and Afrikaans;Excellent report writing skills (written communication skills);Attention to detail / accuracy;Analytical / technical will enable you to execute the following duties: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 clients capital and income needs in the event of death, disability, severe illness, or retirement.Determine potential capital and income shortfalls.Analyse the clients estate and current investments, and recommend suitable investment vehicles.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 investment options and tax implications at death.Draft reports, including tax implications, calculations, estate plans, and annexures as instructed by the Wealth Planner.Provide additional assistance to Wealth Planners after the presentation of reports, when necessary.Recommend suitable products and investment structures.Monitor and track relevant legislation applicable to estate planning.Prepare ad hoc risk cover reports when requested by the Wealth Planner.Process:3 Business days lead time in preparation of investment reports / proposals for Financial Advisors
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Paraplanner Pretoria
5 days ago
Pretoria, South Africa Competent Candidates Full timeDuties & Responsibilities 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. Responsibilities Consolidate and summarize all policies and investments....
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Financial Paraplanner
1 week ago
Pretoria, South Africa Pillangó Placements Full timeOur client, a Financial Planning Firm requires a diligent Paraplanner to join their team based in Pretoria East. The successful incumbent needs to have recent experience in the financial industry as well as an affinity for research. **Duties included but not limited to**: - Analyzing client's needs - Researching and recommending suitable products and...
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Paraplanner - Pretoria
5 days ago
Pretoria, South Africa Hr Genie Full timeAn 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. Qualifications Education: A financial qualification is essential (e.g. B Com finance, accounting,...
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PARAPLANNER - PRETORIA
1 week ago
Pretoria, South Africa HR Genie Full timeAn 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 skils and the ability to liaise with stakeolders. Your: Education: A financial qualification is essential (e.g. B Com finance, accounting, investment...
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PARAPLANNER - PRETORIA
1 day ago
Pretoria, South Africa HR Options Full timeAn 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. Education A financial qualification is essential (e.g. B Com finance, accounting, investment...
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Senior Paraplanner: Estate
5 days ago
Pretoria, South Africa Competent Candidates Full timeA leading financial services firm based in Pretoria is seeking a highly skilled Paraplanner to join their team. Responsibilities include consolidating financial policies, preparing financial calculations, and liaising with stakeholders to provide comprehensive estate and investment analyses. The ideal candidate should have strong analytical abilities and...
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Senior Paraplanner – Estate
5 days ago
Pretoria, South Africa Hr Genie Full timeA financial services firm in Pretoria is seeking a highly skilled Paraplanner to join their team. This role requires strong analytical skills and the ability to engage with various stakeholders. Responsibilities include consolidating policies and investments, preparing financial calculations, and providing estate analyses. Ideal candidates will have...
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PARAPLANNERCAPE TOWN
1 week ago
Pretoria, South Africa HR Genie Full timeAn 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 skils and the ability to liaise with stakeolders. It will enable you to execute the following duties:ResponsibilitiesConsolidate and summarize all...
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PARAPLANNERCAPE TOWN
1 week ago
Pretoria, South Africa HR Genie Full timeAn 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 skils and the ability to liaise with stakeolders. It will enable you to execute the following duties: Responsibilities Consolidate and summarize all...
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Wealth Manager Pretoria
2 weeks ago
Pretoria, South Africa Nedbank Private Wealth Full timeJob Classification Requisition Melissa Cloete Business Unit - Nedbank Private and Wealth : High Net Worth Location - Nedbank - Menlyn Office Pretoria Closing Date 19 November 2025 Employment Equity Statement Preference will be given to Applicants from Underrepresented Groups Job Family Investment Banking Career Stream Advisory Leadership Pipeline Manage...
