Para Planner | Claremont

Found in: Talent ZA 2A C2 - 3 weeks ago

Cape Town, South Africa The Recruitment Council Full time

Are you a skilled Senior Paraplanner seeking new challenges and growth opportunities? Our client, who is a prominent Financial Services company, has an exceptional position available as a Senior Paraplanner. You will need to provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyzes to both prospective and existing clients of the business.

Proposals and reporting for clients and prospects.

  • Construct; produce Asset Allocation reports for existing clients.
  • Construct; produce Proposals for both new and existing clients.
  • Prepare Goals Based Wealth Management proposals and reports for clients.
  • Prepare Financial Needs Analysis for both new and existing clients.
  • Preparation of meeting packs for Family Office clients.
  • Draft Record of Advice documents, Replacement Records and other relevant documentation to accompany proposals.
  • Constant innovation of client reports.


Technical expertise:

  • Provide technical support e.g. performance queries (using Morningstar Direct analysis software).
  • Assist in the development and maintenance of wealth management products / strategies.
  • Assist Wealth Managers and Wealth Management Associates troubleshooting Financial Needs.
  • Analyses for clients.
  • Compile supporting documentation to assist Wealth Managers in proposal process, eg: product structure comparisons.


Experience:

  • 3-5 years experience as a paraplanner within wealth management, preparing detailed and complex proposals and financial needs analysis for clients.


Education:

  • A related BComm degree and a Postgraduate Degree in Financial Planning.
  • CFP designation.

  • Para Planner

    Found in: Talent ZA C2 - 1 week 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)

    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,...

  • Para-planner

    Found in: Talent ZA 2A C2 - 3 weeks ago

    Cape Town, South Africa Intrinsic Consulting Services Full time

    Our client, a prestigious financial services company is growing their Financial Planning team as a result of their increased market share and solid reputation. If you have aspirations of financial planning, the technical qualifications and knowledge but are not wanting to engage in the selling process related to client acquisition, this would be the ideal...

  • Para-planner

    Found in: Adzuna ZA B C2 - 2 weeks ago

    Cape Town, South Africa Adzuna ZA B C2 Full time

    Our client, a prestigious financial services company is growing their Financial Planning team as a result of their increased market share and solid reputation. If you have aspirations of financial planning, the technical qualifications and knowledge but are not wanting to engage in the selling process related to client acquisition, this would be the ideal...

  • Para-planner

    Found in: Whatjobs ZA C2 - 1 week ago

    Cape Town, South Africa Intrinsic Consulting Services Full time

    Our client, a prestigious financial services company is growing their Financial Planning team as a result of their increased market share and solid reputation. If you have aspirations of financial planning, the technical qualifications and knowledge but are not wanting to engage in the selling process related to client acquisition, this would be the ideal...

  • Paraplanner

    Found in: Whatjobs ZA C2 - 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 deliverables Preparation of financial plans and needs analysis according to internal processes Communicate with relevant product providers to request required information Complete client onboarding...

  • Wealth Administrative Assistant

    Found in: Talent ZA C2 - 2 weeks ago

    Cape Town, South Africa Origin Financial Group Full time

    The Wealth Administrator's role is to ensure that all work related to long-term assurance, gap cover, medical aid, wellness programmes and investment administration is done efficiently and timeously in accordance with company and insurer guidelines. The Wealth Administrator will take instructions from the Financial Planner, Product Provider, Investment...

  • Wealth Administrative Assistant

    Found in: Talent ZA C2 - 2 weeks ago

    Cape Town, South Africa Origin Financial Group Full time

    Job DescriptionThe Wealth Administrator's role is to ensure that all work related to long-term assurance, gap cover, medical aid, wellness programmes and investment administration is done efficiently and timeously in accordance with company and insurer guidelines. The Wealth Administrator will take instructions from the Financial Planner, Product Provider,...

  • Payroll Manager

    7 days ago

    Cape Town, South Africa Faircape Group Full time

    The Faircape Group constitutes a group of companies with interests in a number of activities including Healthcare, Retirement Holdings, Telecommunications and an ISP, Utility Management and infrastructure installation, Property Management and related activities. We are looking for an organised and professional **Payroll Manager **to join our HR...

  • Senior Payroll Administrator

    2 weeks ago

    Cape Town, South Africa Faircape Group Full time

    The Faircape Group constitutes a group of companies with interests in a number of activities including Healthcare, Retirement Holdings, Telecommunications and an ISP, Utility Management and infrastructure installation, Property Management and related activities. We are looking for an organised and professional **Senior Payroll Administrator **to join our HR...

  • Payroll Manager

    5 days ago

    Cape Town, South Africa Faircape Group Full time

    The Faircape Group constitutes a group of companies with interests in a number of activities including Healthcare, Retirement Holdings, Telecommunications and an ISP, Utility Management and infrastructure installation, Property Management and related activities. We are looking for an organised and professional **Payroll Manager **to join our HR...

  • Senior Payroll Administrator

    12 hours ago

    Cape Town, South Africa Faircape Group Full time

    The Faircape Group constitutes a group of companies with interests in a number of activities including Healthcare, Retirement Holdings, Telecommunications and an ISP, Utility Management and infrastructure installation, Property Management and related activities. We are looking for an organised and professional **Senior Payroll Administrator **to join our HR...

  • Payroll Manager Cape Town

    12 hours ago

    Cape Town, South Africa Career Circuit Full time

    We have an exciting position that has become available for an experienced and professional Payroll Manager who will be responsible for the payroll cycle, payroll procedures and payroll department for all entities of our Group and its allies. **Payroll Management**: Payroll is completed as per the HR payroll calendar. Ensure accurate and on timeous payroll...

  • Seniorpayroll Officer

    6 days ago

    Cape Town, South Africa Faircape Full time

    The Faircape Group constitutes a group of companies with interests in a number of activities including Healthcare, Retirement Holdings, Telecommunications and an ISP, Utility Management and infrastructure installation, Property Management and related activities. We have an exciting position that has become available for an experienced and professional...

  • Seniorpayroll Officer

    3 weeks ago

    Cape Town, South Africa Faircape Full time

    The Faircape Group constitutes a group of companies with interests in a number of activities including Healthcare, Retirement Holdings, Telecommunications and an ISP, Utility Management and infrastructure installation, Property Management and related activities. We have an exciting position that has become available for an experienced and professional...

  • Payroll Manager

    5 days ago

    Cape Town, South Africa Faircape Group Full time

    The Faircape Group constitutes a group of companies with interests in a number of activities including Healthcare, Retirement Holdings, Telecommunications and an ISP, Utility Management and infrastructure installation, Property Management and related activities. We have an exciting position that has become available for an experienced and professional...

  • Payroll Manager

    4 days ago

    Cape Town, South Africa Faircape Full time

    The Faircape Group constitutes a group of companies with interests in a number of activities including Healthcare, Retirement Holdings, Telecommunications and an ISP, Utility Management and infrastructure installation, Property Management and related activities. We have an exciting position that has become available for an experienced and professional...

  • Financial Advisor

    Found in: Talent ZA C2 - 2 weeks ago

    Cape Town, South Africa Origin Financial Group Full time

    Company description:Origin Financial is one of the biggest IFA’s in the South African market. We specialise in customized solutions and advice, tailored to each individual client’s financial life cycle.We present a significant opportunity for experienced financial advisors to grow and secure their financial practice in our organization with a national...

  • Financial Advisor

    Found in: Talent ZA C2 - 2 weeks ago

    Cape Town, South Africa Origin Financial Group Full time

    Job DescriptionCompany description:Origin Financial is one of the biggest IFA’s in the South African market. We specialise in customized solutions and advice, tailored to each individual client’s financial life cycle.We present a significant opportunity for experienced financial advisors to grow and secure their financial practice in our organization...

  • Financial Advisor- Wynberg

    3 weeks ago

    Cape Town, South Africa Sanlam Full time

    **Who are we?** Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as...