Paraplanner - Southern Suburbs Cape Town

7 days ago

Cape Town, South Africa Conova Full time

Our client is a firm of Independent Financial Advisors, based in Southern Suburbs CT. They are looking for a Paraplanner and offering the opportunity to grow client interactions and put theory into practice. The Paraplanner will be responsible for supporting the financial planning practice and the practice’s Financial Planners with their servicing of existing client relationships, securing new client relationships and managing their individual financial planning practices.

**_ Key Responsibilities:_**
- Adhering to Practice Notes and other internal policies/processes that are regularly introduced to the practice.
- Assisting Clients with risk profiling via, inter alia, FinaMetrica.
- Discussing client needs and objectives with the Planners.
- Analysing, assessing and interpreting client information regarding their goals, priorities, needs and affordability.
- Conducting and reviewing Financial Needs Analyses.
- Identifying Financial Planning needs based on data collected from the Clients. Establishing shortfalls or cash flow forecasts in conjunction with priorities and affordability.
- Undertaking research, both independently and with the Planners, to identify suitable solutions to meet the Clients’ needs.
- Compiling comparisons between various solution providers based on the comprehensiveness of benefits, costs, suitability and risk exposure to market sectors.
- Considering current and future allocation of capital for investment strategies about the Clients’ current and potential future financial position.
- Proposing investment strategies based on the client’s financial position, risk profile and needs for the Planner’s consideration.
- Requesting costs, values, return data for transfers and similar information from service providers as and when required.
- Obtaining client portfolio information via Astute and preparing Portfolio Schedules.
- Preparing draft proposals to be considered by the Planners.
- Adhering to all replacement product procedures.
- Generating, preparing and refining investment and/or risk-benefit proposals for Clients, for consideration by the Planners.
- Generating, preparing and refining investment and/or risk-benefit Records of Advice, for consideration by the Planners.
- Preparing Annual Portfolio Statements (annual reviews) and similar, for the financial Advisors to send to their clients.
- Generating, preparing and refining more detailed progress reports for Clients, for consideration by the Planners.
- Recording and producing Minutes of meetings.
- Maintaining a positive rapport between clients and the company.
- Assisting the Planners with managing their practices.
- Record keeping and generating reports for the practice (Assets Under Management etc.)
- Monitoring and recording CPD activities for the Planners.
- Creating shared infographics and/or standard documentation that can be used across all Planners within the office.
- The Paraplanner may, from time to time, be additionally responsible for administrative tasks that the office Support Staff may normally expect to perform concerning a Financial Advisory Practice

**_Qualifications, Experience and Skills:_**
- BCom or similar
- Postgraduate Diploma in Financial Planning preferred (or on the path to completing)
- Good listener
- Curious and desire to learn
- Have a client-centric approach. Polite and friendly in all client dealings.
- Happy to be in a primarily administration-centric role for at least 3-5 years whilst acquiring appropriate experience and skills
- Comfortable with some exposure to face-to-face and telephonic client meetings and interactions.
- Able to withstand constructive criticism and take direction and training from existing staff and Financial Planners
- Enjoy working in a structured and process-driven environment.
- Enjoy working in a methodical and organized way with great attention to detail.
- Enjoy working in a team-based environment where there is a sharing of ideas and be able to get on with the team without drama.
- Be a good written and oral communicator in English (other languages will be a plus).
- Have a strong sense of morals, ethics and service.
- Strong analytical skills and ability to perform a Financial Needs Analysis
- Be numerically literate and comfortable working with spreadsheets and calculations.

  • Paraplanner - Southern Suburbs Cape Town

    2 weeks ago

    Cape Town, Western Cape, South Africa Conova Full time

    Our client is a firm of Independent Financial Advisors, based in Southern Suburbs CT. They are looking for a Paraplanner and offering the opportunity to grow client interactions and put theory into practice. The Paraplanner will be responsible for supporting the financial planning practice and the practice's Financial Planners with their servicing of...

  • Dental Technician, Southern Suburbs, Cape Town

    2 weeks ago

    Cape Town, Western Cape, South Africa iMedrecruit Full time

    About the job Dental Technician, Southern Suburbs, Cape TownDental Technician, Southern Suburbs, Cape TownAn Orthodontic practice in the Southern Suburbs of Cape Town requires a dental technician.Requirements (but not limited to) Ability to assist the clinician with a variety of dental procedures including general and specialised care Use moulds, digital...

  • Medical Receptionist, Southern Suburbs, Cape Town

    2 months ago

    Cape Town, South Africa iMedrecruit Full time

    About the job Medical Receptionist, Southern Suburbs, Cape Town A busy orthopaedic practice in the southern suburbs is looking for a medical receptionist with experience working in a private practice setting. Roles and Responsibilities: - Reception duties - Diary and booking management - Run busy consultation days smoothly and in an organised and...

  • Barman - Southern Suburbs

    4 weeks ago

    Cape Town, South Africa BGA Recruitment Full time

    Our Client based in the Southern Suburbs **Open to South African citizen's only** 2x Barman positions available at a prestigious Golf Club. Experience required as a Barman Must have Matric Able to work evenings and weekends / public holidays PLEASE NOTE: This is based in the Southern Suburbs of Cape Town

  • Barman - Southern Suburbs

    4 weeks ago

    Cape Town, South Africa BGA Recruitment Full time

    Our Client based in the Southern SuburbsOpen to South African citizen's only2x Barman positions available at a prestigious Golf Club.Experience required as a BarmanMust have MatricAble to work evenings and weekends / public holidays PLEASE NOTE: This is based in the Southern Suburbs of Cape Town

  • Barman - Southern Suburbs

    4 weeks ago

    Cape Town, South Africa BGA Recruitment Full time

    Our Client based in the Southern SuburbsOpen to South African citizen's only2x Barman positions available at a prestigious Golf Club.Experience required as a BarmanMust have MatricAble to work evenings and weekends / public holidays PLEASE NOTE: This is based in the Southern Suburbs of Cape Town

  • Medical Receptionist, Southern Suburbs, Cape Town

    2 weeks ago

    Cape Town, Western Cape, South Africa iMedrecruit Full time

    About the job Medical Receptionist, Southern Suburbs, Cape TownA busy orthopaedic practice in the southern suburbs is looking for a medical receptionist with experience working in a private practice setting.Roles and Responsibilities: Reception duties Diary and booking management Run busy consultation days smoothly and in an organised and efficient manner...

  • Service Manager

    3 weeks ago

    Cape Town, South Africa IKON Consulting Full time

    Western Cape - Service Manager - Cape Town - Southern Suburbs **Salary**: Complete package is market related and based on last / current received + bonus + incentives + medical aid + provident fund + use of company vehicle etc. **Description**: Great opportunity at a very busy franchise dealership service department based in the Southern Suburbs of Cape...

  • Client Care Consultant Southern Suburbs Cape Town

    4 weeks ago

    Cape Town, South Africa Blak International Full time

    Our Client is looking for a Client Care Consultant who are living in the **SOUTHERN SUBURBS CAPE TOWN** **Duties**: **- Minimum of 2 years experience in the sales/client care department.** - Knowledge of principles and practices of client care. - High level of computer literacy and excellent Administration skills. - Strong presentation skills. - Proven...

  • Junior IT Technician

    3 weeks ago

    Cape Town, South Africa HOTEL AND CATERING PERSONNEL Full time

    We are currently looking for a junior, IT Technician to be employed as an on-site resource at one of our major clients. We are looking for somebody who stays in the Southern Suburbs area as this client is located in Tokai. We need a hardworking, dedicated and career-minded individual with at least 1-2 years experience. **Technical Requirements** A+ and N+...

  • Hotel Trainer

    4 weeks ago

    Cape Town, South Africa Tanya Serra Full time

    Job Posted: 09-Jun-2023 - Location: Cape Town Hotel Trainer This highly acclaimed Hotel prides itself on being a respected & progressive employer brand, celebrated for our investment in employee wellness, the broader community & the environment. We are looking for someone who can work well in a team yet independently, must have their own transport and be...

  • Commis Chef

    3 months ago

    Cape Town, South Africa BGA Recruitment Full time

    Our Client based in the Southern SuburbsOpen to South African citizen's onlyComis Chef positions available at a prestigious Golf Club.Experience required in a relevant positionChef / Hospitality qualificationMust have MatricAble to work evenings and weekends / public holidays PLEASE NOTE: This is based in the Southern Suburbs of Cape Town

  • Commis Chef

    3 months ago

    Cape Town, South Africa BGA Recruitment Full time

    Our Client based in the Southern SuburbsOpen to South African citizen's onlyComis Chef positions available at a prestigious Golf Club.Experience required in a relevant positionChef / Hospitality qualificationMust have MatricAble to work evenings and weekends / public holidays PLEASE NOTE: This is based in the Southern Suburbs of Cape Town

  • Creditors Clerk

    4 weeks ago

    Cape Town, South Africa The Recruiters Full time

    **Title**: **Creditors Clerk - Southern Suburbs**: **Salary**: - 30000 **Description**: - Our client, based in the Southern Suburbs, specializes in commercial property investments. - Due to their phenomenal growth, they currently have a vacancy for a Creditors Clerk. This is a lovely office environment to work in along with like-minded, friendly and...

  • Client Care Consultant Southern Suburbs Cape Town

    2 weeks ago

    Cape Town, Western Cape, South Africa Blak International Full time

    Our Client is looking for a Client Care Consultant who are living in the SOUTHERN SUBURBS CAPE TOWNDuties:- Minimum of 2 years experience in the sales/client care department. Knowledge of principles and practices of client care. High level of computer literacy and excellent Administration skills. Strong presentation skills. Proven ability to achieve referral...

  • Food and Beverage Manager Southern Subs Cape Town

    3 weeks ago

    Cape Town, South Africa HotelJobs.co.za Full time

    Food And beverage manager Southern suberbs cape town hotel 4 star property in southern suburbs seeks food and beverage manager, Salary R55-70000

  • Orthodontic Lab Technician Southern Suburbs, Cape

    7 days ago

    Cape Town, South Africa MedE Recruit Full time

    Our client, a prestigious and busy Orthodontic practice in the Southern Suburbs of Cape Town seeks an exceptional qualified **dental technician** with Orthodontic experience. They require a dynamic individual who excels under pressure in a fast-paced environment. This role requires a good understanding of the processes and flow of an orthodontic...

  • Client Relations Coordinator- Southern Suburbs

    3 weeks ago

    Cape Town, South Africa Adzuna ZA B C2 Full time

    One of our clients based in the Southern Suburbs , Cape Town is looking for a Client Relations Coordinator to join their team in the beauty/ health spa Industry.Requirements:At least 2-3 years of experience in a customer service role, demonstrating the ability to handle client inquiries, resolve issues, and maintain high levels of customer satisfaction.A...

  • Bookkeeper - Southern Suburbs

    3 weeks ago

    Cape Town, South Africa Tanya Serra Full time

    Job Posted: 26-Feb-2024 - Location: Cape Town **Administration Manager and Bookkeeper** **Key Functions** - Dealing cashups - Processing Cash Ups - Completing the Cash Up spreadsheet including importing EFT, SnapScan, Yoco and Credit Card info from bank statements - Clearing communicating an issue needing to be resolved- Supplier accounts (Stock loading) -...

  • Control Room Operator

    3 weeks ago

    Cape Town, South Africa Ithuba Protection Services Full time

    A reputable Armed Response/Monitoring Company in Southfield Southern Suburbs is looking to employ control room operators. The following applicant should have the following. - Valid updated PSIRA certification. - Control room environment experience. (minimum 2 years experience) - Should be able to work on the Listener platform. - Alarm monitoring and CCTV...