Para Planner
4 days ago
Job title: Para Planner Job Location: Gauteng, Pretoria Deadline: November 27, 2025 Quick Recommended Links Jobs by Location Job by industries Job Description We are seeking a dedicated and detail-oriented Paraplanner to join our Wealth Planning division. The successful candidate will play a key role in supporting Wealth Planners and Financial Advisors by preparing comprehensive financial, estate, and risk analyses that help clients achieve their long‑term financial goals. This role offers the opportunity to apply strong analytical and technical skills in a professional environment, contributing directly to high‑quality financial planning outcomes. Responsibilities Consolidate and summarize client policies and investments. Prepare financial and tax calculations, including estate and risk analyses. Assess clients’ capital and income needs in the event of death, disability, illness, or retirement. Identify appropriate investment vehicles and structures to minimize estate duty and tax implications. Draft comprehensive estate and risk reports, including tax and financial annexures. Advise on suitable investment options and risk products. Liaise with internal and external stakeholders, including financial planners, brokers, and investment consultants. Ensure reports and proposals are completed within three business days. Monitor relevant legislation impacting estate planning. Requirements Bachelor’s degree in Finance, Accounting, or Investment Management (essential). Postgraduate Diploma in Financial Planning (CFP) and / or Advanced Diploma in Estate Planning (advantageous). Minimum of 1 year of estate planning experience. Advanced proficiency in Microsoft Excel and Word. Experience with financial planning software (e.g., Elite Wealth). Strong analytical, technical, and report‑writing skills. Excellent attention to detail, accuracy, and time management. Self-driven, proactive, and a strong team player. Fluent in English and Afrikaans. Accounting / Financial Services jobs #J-18808-Ljbffr
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Paraplanner: Wealth Planning
4 days ago
Pretoria, South Africa Hire Resolve Full timeA financial services company in Pretoria is seeking a dedicated Para Planner to support Wealth Planners. Responsibilities include preparing financial analyses, drafting estate reports, and liaising with stakeholders. Candidates should have a Bachelor's degree in Finance or related fields and at least one year of estate planning experience. This role requires...
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Wealth Manager, Pretoria
5 days ago
Pretoria, Gauteng, South Africa Independent Resourcing Consultancy Full time R1 200 000 - R3 600 000 per yearAre you ready to broaden your scope of opportunity and skillset as a Wealth Management and Financial Planning professional?We are currently seeking experienced Wealth Managers and Financial Planning professionals for Specialist Wealth Management roles with a passion for continuously developing themselves in order to best support their clients by earning...
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Pretoria, South Africa Sanlam Full timeWho are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors...
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Paraplanner Hpc
22 hours ago
Pretoria, South Africa Sanlam Full time**Who are we?** Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial...
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Financial Planner Pretoria Lynnwood
2 weeks ago
Pretoria, South Africa Sanlam Full time**Who are we?** Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial...
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Sanlam Financial Adviser
3 weeks ago
Pretoria, South Africa Sanlam Full timeWho are we? Sanlam is a leading Financial Services Institution, which provides services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts and Asset Management. To give substance to its objective to be fully-fledged Namibian Insurer, Sanlam is increasingly introducing greater financial and technical expertise.What will you do? The...
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Pretoria, South Africa Sanlam Limited Full timeSanlam Financial Adviser: Independent Solutions Unit - Pretoria Date: 20 Aug 2025 Location: Pretoria, Gauteng, ZA Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your...
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Sanlam Financial Adviser: E2 Solutions Unit
6 days ago
Pretoria, South Africa Sanlam Limited Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Sanlam Financial Adviser: E2 Solutions Unit - Pretoria Date: 25 May 2025 Location:Pretoria, Gauteng, ZA Who are we? Sanlam is a leading Financial Services Institution, which provides services in the fields of Individual Life Insurance, Group Life Insurance,...
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Sanlam Financial Adviser
6 days ago
Pretoria, South Africa Sanlam Limited Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market.Sanlam Life and Savings consists of the following business units Retail Mass,...
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Pretoria, South Africa Sanlam Full timeWho are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors...
