Financial Para-Planner

6 days ago

Cape Town, South Africa The Recruiters Full time

Our client is a team of financial planning experts looking for an financial para-planner to join their team. If youve got a NQF5 in wealth management or other related finance qualification and a minimum of 2 years of experience in the financial planning industry and would like to join a dynamic team of professionals, then this opportunity is for you

Main duties and responsibilities

ü Preparing client information and reports for financial plans

ü Preparing investment and retirement scenarios for client financial plans

ü Extracting policy schedules for clients

ü Preparing quotations in respect of risk and investments on behalf of the financial planner

ü Compiling draft financial plan for submission to financial planner for comment and recommendations

ü Capturing personal and financial information timeously and accurately

ü Completing and submitting application forms on behalf of new and existing clients

ü Following up with insurers and investment houses to ensure administrative efficiency

ü Keeping clients continuously updated on administrative processes and status quo

ü Adhering to compliance and practice management standards set out by the organisation

ü Liaising internally with financial planners and administrators to ensure the smooth implementation of financial solutions

ü Building relationships with clients, colleagues and service providers

Computer literacy

ü Must be proficient in MS Office, specifically Outlook, Word and Excel

ü Must be willing to use cutting-edge technology in the workplace

ü Experience on financial planning software preferred

Skills and strengths required

ü Excellent written and verbal communication

ü Strong interpersonal and relationship-building skills

ü The willingness to work independently and as part of a team within a dynamic organisation

ü Attention to detail is extremely important

What you need to apply

ü Curriculum vitae that includes two contactable references

ü Copy of matric certificate

ü Copy of ID

ü Copy of highest qualification

Please send your application to

  • Para-planner

    1 week ago

    Cape Town, South Africa Perfect Placement Recruitment Full time

    **Position**: Para Planner **Location**:George **Salary**:Market-related depending on qualifications and experience **Closing date**:End March 2024 Our client is seeking a talented and motivated Para Planner to join their team. The Para Planner will work closely with their financial advisor to deliver exceptional support services to their clients. This...

  • Para Planner

    2 weeks ago

    Cape Town, Western Cape, South Africa RPO Recruitment Full time

    RPO Recruitment is currently helping its clients in the search for a detail-oriented and analytical Para Planner to join a financial planning company located in Rondebosch. As a Para Planner, you will work closely with Financial Advisors to provide support in developing and implementing comprehensive financial plans for clients. Your strong knowledge of...

  • Para Planner

    4 weeks ago

    Cape Town, South Africa RPO Recruitment Full time

    RPO Recruitment is currently helping its clients in the search for a detail-oriented and analytical Para Planner to join a financial planning company located in Rondebosch. As a Para Planner, you will work closely with Financial Advisors to provide support in developing and implementing comprehensive financial plans for clients. Your strong knowledge of...

  • Para-planner - Century City (Cpt)

    4 weeks ago

    Cape Town, South Africa The Recruiters Full time

    **Title**: **Para-Planner - Century City (CPT)**: **Salary**: - 18000 (Commensurate with experience) **Description**: - Our client is a financial consultant wanting an experienced and dynamic Para-Planner to join their team. You will provide technical support to all advisors and ensure the effective operation of all advice processes within the...

  • Report Writer/para Planner

    3 weeks ago

    Cape Town, South Africa Wenz Recruitment Full time

    REPORT WRITER/PARA PLANNER Our client in the Belville area is seeking to employ a Report Writer/ Para Planner to assist financial advisors in the structuring of financial proposals. Analyse products and services that is appropriate to structure equitable proposals for financial clients. Key areas of responsibility: - Duties include, but are not limited...

  • Para-planner - Century City (Cpt)

    2 weeks ago

    Cape Town, Western Cape, South Africa The Recruiters Full time

    Title:Para-Planner - Century City (CPT):Salary:Commensurate with experience)Description: Our client is a financial consultant wanting an experienced and dynamic Para-Planner to join their team. You will provide technical support to all advisors and ensure the effective operation of all advice processes within the organisation. ROLES AND RESPONSIBILITIES...

  • Para-Planner/Paraplanner/New Business Assistant

    2 weeks ago

    Cape Town, Western Cape, South Africa Sagen Advisory Full time

    Sagen Advisory Recruitment company is looking for a young, dynamic, experienced, and qualified Para-Planner, who has a passion for growth, teamwork, and mentorship for a reputable Financial Advisory and Consultancy Company in Durbanville, Cape Town.The Job requires your full unwavering attention to detail, prompt action, a hunger for financial analytics,...

  • Para-Planner/Paraplanner/New Business Assistant

    4 weeks ago

    Cape Town, South Africa Sagen Advisory Full time

    Sagen Advisory Recruitment company is looking for a young, dynamic, experienced, and qualified Para-Planner, who has a passion for growth, teamwork, and mentorship for a reputable Financial Advisory and Consultancy Company in Durbanville, Cape Town.The Job requires your full unwavering attention to detail, prompt action, a hunger for financial analytics,...

  • B com Financial Planning Graduates

    2 weeks ago

    Cape Town, South Africa Unique Personnel Full time

    Job Title - B Com Financial Planning Graduates - Job Number - 73060 - Skills - Ms Office - Industry - Financial Services - City - Cape Town - Job Description - Para-Planner in Financial Services. - Will be fully trained, accredited and licensed upfront. - Will perform para-planning duties under experienced adviser. - Opportunity to be mentored under...

  • Financial Planner

    2 weeks ago

    Cape Town, South Africa Growmatter Financial Planning Full time

    Are you a recent graduate looking to make a real impact in the world of finance? Are you passionate about helping individuals and businesses achieve their financial goals? Look no further! We have the perfect opportunity for you to launch your career as a Financial Planner. At Growmatter, we believe in nurturing fresh talent and providing a platform for...

  • Wealth Administrator

    3 weeks ago

    City of Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    My client is a leading Wealth Manager and needs a suitably qualified Wealth Administrator. **Responsibilities**: - Information gathering via the Astute system for the Para-Planners and Private Wealth Managers - Chase takeovers and send to providers and get confirmation that it is done - Send the Provider Code Application forms for new Private Wealth...

  • Wealth Administrator

    4 weeks ago

    Cape Town, South Africa CA Financial Appointments Full time

    My client is a leading Wealth Manager and needs a suitably qualified Wealth Administrator. Responsibilities:Information gathering via the Astute system for the Para-Planners and Private Wealth ManagersChase takeovers and send to providers and get confirmation that it is doneSend the Provider Code Application forms for new Private Wealth Managers to providers...

  • Wealth Administrator Market Related

    2 weeks ago

    Cape Town, Western Cape, South Africa Ca Financial Appointments Full time

    These jobs were popular with other job seekers Drake Personnel (SA) Pty Ltd - Cape Town Drake Personnel (SA) Pty Ltd - Cape Town My client is a leading Wealth Manager and needs a suitably qualified Wealth AdministratorResponsibilities:Information gathering via the Astute system for the Para-Planners and Private Wealth ManagersChase takeovers and send to...

  • Financial Advisor

    2 weeks ago

    Cape Town, Western Cape, South Africa Origin Financial Group Full time

    Cape Town, South Africa | Posted on 04/02/2024 Origin Financial is one of the biggest IFA's in theSouth African market. We specialise in customized solutions and advice,tailored to each individual client's financial life cycle.We present a significant opportunity for experiencedfinancial advisors to grow and secure their financial practice in ourorganization...

  • Para-planner (Century City)

    3 weeks ago

    Cape Town, South Africa MPRTC Full time

    **Requirements**: - B.Com. Honours in Financial Planning. - Post Graduate Diploma in Financial Planning will be added advantage. - Certified Financial Planner® will be added advantage. - Minimum 2 years in a similar role. - Advanced computer literacy. - Experience in use of X-Plan as FNA tool would be an advantage. - Microsoft Office knowledge (Word,...

  • Service Consultant

    4 weeks ago

    Cape Town, South Africa Curiska (Pty) Ltd Full time

    PURPOSE OF POSITION ROLES AND RESPONSIBILITIES 1. Draw Investments and Risk quotes. 3. Submit new business and manage all related processes. 4. Manage existing business queries - and keep advisor and client updated. 5. Work closely with Advice Consultants/Para-planners to draw and collate information required for AnnualReview files. 6. Work closely with...

  • Paraplanner

    3 weeks ago

    City of Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town. **Responsibilities**: - Recording of client meeting minutes and deliverables - Preparation of financial plans and needs analysis according to internal processes - Communicate with relevant product providers to request required information - Complete client...

  • Paraplanner

    1 week ago

    Cape Town, South Africa CA Financial Appointments Full time

    My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town. Responsibilities:Recording of client meeting minutes and deliverablesPreparation of financial plans and needs analysis according to internal processesCommunicate with relevant product providers to request required informationComplete client onboarding form...

  • Paraplanner

    4 weeks ago

    Cape Town, South Africa CA Financial Appointments Full time

    My client who is a leading Wealth Manager is seeking a Paraplanner to join their team in Cape Town. Responsibilities: Recording of client meeting minutes and deliverables Preparation of financial plans and needs analysis according to internal processes Communicate with relevant product providers to request required information Complete client onboarding...

  • B com Financial Planning Graduates

    2 weeks ago

    Cape Town, Western Cape, South Africa Unique Personnel Full time

    Job Title B Com Financial Planning Graduates Job Number 73060 Skills Ms Office Industry Financial Services City Cape Town Job Description Para-Planner in Financial Services. Will be fully trained, accredited and licensed upfront. Will perform paraplanning duties under experienced adviser. Opportunity to be mentored under supervision to build own practice and...