Paraplanner - Southern Suburbs Cape Town
4 months ago
Our client, based in Southern Suburbs, is seeking a Paraplanner. The main purpose of the role is to provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyses to both prospective and existing clients of the business.
**_ Key Responsibilities:_**
- 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 Analyses 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.
**_Qualifications and Skills:_**
- A related BComm degree and a Postgraduate Degree in Financial Planning
- 3-5 years’ experience as a Paraplanner within wealth management, preparing detailed and complex proposals and financial needs analyses for clients.
- MS Office suite (Word, Excel, Powerpoint), Morningstar Direct (advantageous)
- Highly technical and analytical thinking
- Strong financial acumen
- High attention to detail
- Ability to multitask
- Professional, trustworthy.
- Strong financial product knowledge and understanding of regulatory environment.
-
Panel Beater Southern Suburbs of Ct
7 months ago
Southern Suburbs, South Africa Syringa Automotive Recruitment Full timeJob Reference "RT We are looking for well experienced Panel Beaters for short and fixed term contracts in the Southern Suburbs of CT. Car repair experience is essential, and a formal qualification will be a great advantage. Complete preparation before spray. Period Permanent Sectors - Automotive Industry - Motor and Automotive -...
-
Automotive Service Advisor
5 months ago
Southern Suburbs, South Africa Syringa Automotive Recruitment Full timeJob Reference RT A franchised dealership in the Southern Suburbs of Cape Town is looking for a Front-line experienced service advisor to head up their service reception. The person needs to be a skilled and experienced service advisor from the motor trade. Please respond with an UP TO DATE informative CV reflecting your current position and your salary....
-
Wealth Management: Assistant/paraplanner
5 months ago
Southern Suburbs, South Africa Conova Full timeOur client, in the Investment sector, is seeking a Wealth Management: Assistant/Paraplanner. The company is based in Southern Suburbs, Cape Town, and office hours will be 08h30 - 16h30. There may be occasions when the incumbent will be required to work extended hours in order to complete tasks, assist the team or respond to clients. Flexibility is provided...
-
Bookings Clerk
5 months ago
Southern Suburbs, South Africa Syringa Automotive Recruitment Full timeJob Reference RT We are looking for a well experienced VEHICLE WORKSHOP **BOOKINGS CLERK** for a busy National Automotive Dealership. You require EXPERIENCE as a Bookings Clerk in the motor trade, and in a busy environment, and it would be of **great advantage **if you had Renault and Kia experience. Get in touch so we may have a confidential...
-
Wealth Manager’s Assistant
4 months ago
Southern Suburbs, South Africa Conova Full timeOur client based in Southern Suburbs of Cape Town, is seeking a Wealth Manager’s Assistant. The main purpose of this role is to deliver exceptional support to a wealth manager, effectively managing deadline-driven tasks, with client-centricity, professionalism, and trust at the core of operations. The WMA should strive to be strategic partner to the wealth...
-
Store Manager
5 months ago
Southern Suburbs, South Africa Swift Human Resources Full time**SUMMARY** Manages the overall operations of the store, including staff and ensure Operational Excellence. Certain duties may be directed through Assistant Manager or Store Supervisor but overall accountability rests with the Store Manager. Various branches in Cape town, Southern Suburbs. **SALARY**: R8 500 - R18 000 per month depending on experience and...
-
Accounts Controller
7 months ago
Southern Suburbs, South Africa Conova Full timeOur client, based in Southern Suburbs of Cape Town, is seeking an Accounts Controller. **_ Key Responsibilities:_** - Processing the results of a tour operator division within the company, as well as various ad hoc tasks in the Finance team - The incumbent will work in conjunction with suppliers, financial institutions and various departments within the...
-
Duty Manager
20 hours ago
Southern Suburbs, South Africa HotelJobs.co.za Full time5* boutique hotel in the leafy valley of the Southern Suburbs of Cape Town seeks a Duty Manager. The purpose of the position is to communicate with all guests at the property and to provide effective leadership through professional management and encouragement of all subordinates. **Minimum Experience and Qualification Required**: - Post matric hotel...
-
Sales Consultant southern Suburbs
2 months ago
Southern Suburbs, South Africa Smollan Full timeWe're on the lookout for a Sales Consultant in **Southern Suburbs** **As a Sales Consultant, you will be responsible for**: - Administration - In-store Sales and Marketing - Customer Satisfaction and Service - 2-3 years’ experience in Retail Sales Environment, preferably within the Telecommunications Industry - Matric - Diploma/NQF level 5 - Sales...
-
Panelshop Service Advisor
7 months ago
Southern Suburbs, South Africa Syringa Automotive Recruitment Full timeJob Reference RT If you are experienced in front-of-office panelshop service advising and administration, I need you to make contact. I am looking for a versatile jack-of-all-trades for a busy panelshop. Period Permanent Sectors - Panelshop - Vehicle Workshop - Vehicle Administration Location Cape Town Southern Suburbs Remuneration...
-
Export Coordinator
5 months ago
Southern Suburbs, South Africa Carlysle Full time**Western Cape**, CPT - Southern Suburbs** **Monthly Basic Salary (Market related, Negotiable)** Our client is a family owned and run export trading business. They specialise in the export of FMCG's, fruit and vegetables, wines and building materials to over 45 countries throughout the world. They are looking for an Export Coordinator who has experience in...
-
Motor Dealership Workshop Foreman
7 months ago
Southern Suburbs, South Africa SydSen Recruit Full timeWestern Cape, CPT - Southern Suburbs Motor Dealership Workshop Foreman - Southern Suburbs of Cape Town Our client based in the Southern Suburbs of Cape Town are looking for a Workshop Foreman to join their dealership. **Minimum requirements**: - Workshop Foreman experience in a Franchise Dealership (not negotiable) - Motor Mechanic Trade Test / Red Seal...
-
New Vehicle Sales Executive
5 months ago
Southern Suburbs, South Africa SydSen Recruit Full timeWestern Cape, CPT - Southern Suburbs New Vehicle Sales Executive - Southern Suburbs of Cape Town A well-established Motor Dealership is looking for an _experienced_ **New Vehicle Sales Executive** to join their team based in the **Southern Suburbs of Cape Town.** **Requirements**: - Vehicle Sales experience of 3+ years within a (franchised) PreOwned...
-
After Hours Travel Consultant-cape Town
5 months ago
Southern Suburbs, South Africa Corporate Traveller Full time**Job no**: 511549 **Brand**: Corporate Traveller **Work type**: Full time **Location**: Cape Town Southern suburbs, Cape Town Northern suburbs **Categories**: Corporate & Group Travel **About the Opportunity** We're looking for a multi-skilled travel specialist to join our thriving team as an After-Hours Coporate Travel Consultant for Corporate...
-
Panelshop Specialist
7 months ago
Southern Suburbs, South Africa Syringa Automotive Recruitment Full timeIf you are qualified in either automotive Panelbeating or Spraypainting, and are comfortable practicing both trades to a high level of proficiency, there is a tailor-made place for you with this Cape Town Southern Suburbs specialist. Add to that a good level of supervision, and you are on the shortlist. Vehicle restoration experience would be a huge...
-
Restaurant/kitchen Manager
5 months ago
Southern Suburbs, South Africa HotelJobs.co.za Full time**Job Title: Restaurant/Kitchen Manager** **Location: Southern Suburbs, Cape Town, South Africa** **Company: Island Style Restaurant and Pub** Synopsis: Our client, an Island style restaurant and pub in the Southern Suburbs of Cape Town, is seeking a dynamic and experienced Restaurant/Kitchen Manager with strong administration skills to join their team....
-
Service Advisor
7 months ago
Southern Suburbs, South Africa SydSen Recruit Full timeWestern Cape, CPT - Southern Suburbs Service Advisor - Southern Suburbs - Cape Town - Our client based in Cape Town, is looking for an experienced Dealership - **Service Advisor** to join their service department.**Requirements**: - Matric Certificate - Driver's license - Experience working in a franchise dealership as a Service Advisor (preferable within...
-
Customer Relations Consultant
5 months ago
Southern Suburbs, South Africa SydSen Recruit Full timeWestern Cape, CPT - Southern Suburbs Customer Relations Consultant - Southern Suburbs - Cape Town A well-established automotive dealership in the Southern Suburbs of Cape Town is seeking a **Customer Relations Consultant **to join their team. **The main purpose of this position**: - The role requires creative thinking and a real talent for...
-
Healthcare Manager
5 months ago
Southern Suburbs, South Africa Tych Business Solutions Full time**Job ID**: 61672**Date Posted**: Posted 16 hours ago**Location**: Southern Suburbs, Cape Town**Job Title**: HEALTHCARE MANAGER - SOUTHERN SUBURBS CAPE TOWN - WESTERN CAPE We are looking for a Healthcare Manager who will be responsible for the daily operations of the facility, ensuring all administrative and customer service requirements are delivered...
-
Vehicle Sales Executive
1 month ago
Southern Suburbs, South Africa Sydsen Group (Pty) Ltd Full timeVehicle Sales Executive - Cape Town (Southern Suburbs)Passionate about cars and driven by success? A reputable dealership in the Southern Suburbs of Cape Town is looking for a dynamic and motivated Vehicle Sales Executive to join their team!Requirements:Proven sales experience in the automotive industryExcellent communication and negotiation skillsValid...