Paraplanner / Senior Assistant to Financial

1 month ago


Constantia, South Africa Conova Full time

Our client is looking for a suitably qualified person with previous experience providing technical + administrative financial planning support to Advisers and senior management.

**_ Duties and Responsibilities:_**
- Technical and administrative financial planning support to Financial Advisers & Wealth Managers.
- Formulate effective financial/Investment/Retirement plan and documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer’s needs, objectives and risk tolerance.
- Gather, summarise and analyse new client information/data (Risk/policy and investments) and research product information.
- Working with the Financial Planner to develop strategy and recommendations.
- Research, select and compare appropriate investments/products/vehicles (Unit Trust/Endowment/Living Annuities, Life Annuities etc.).
- Managing the client review process.
- Implementing advice; Execution of investment instructions
- Operating of Financial and operational planning software and relevant investment platforms.
- Checking and / or capturing of client payments and requests.
- Cash flow and performance calculations and projections.
- Pre-retirement planning calculations.
- Attendance and note taking in client meetings with planners.
- Accurately finalising and collating compliance and advice documents.
- Review customers risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates.
- Researching existing and potential replacement products in order to prepare the most appropriate recommendation for a client in an advice document.
- Product comparisons, insurance analysis, quoting and suggesting suitable solutions.
- Draw and compare quotations from different insurers.
- Assist in drawing up of Wills and estate planning.
- Provide assistance to all Financial Planners and senior management with any general office duties, from time to time.
- Respond to client inquiries.
- Interacting with the clients in a professional manner.
- Client relationship management.
- Remain up-to-date on products and services.

**_Qualifications and Skills:_**
- Minimum NQF level 5 qualification or relevant investment or financial planning degree or diploma.
- Valid driver’s license and own vehicle
- Proficient in both spoken and written English and Afrikaans
- Computer literacy (MS Office)
- Understanding of financial planning and advice documentation
- Understanding of regulatory and legislative obligations
- Understanding financial Products and services
- Financial Planning business systems and operations
- General understanding of business and office management/coordination
- Conscientious
- Attention to detail
- Autonomous worker and able to work within a team environment
- Solution focused
- Motivated by: - Satisfying client needs - Achieving results / success
- Able to cope with high workload Repetitious nature of work
- Client centric
- Excellent communication, interpersonal, analytical, organising and planning skills



  • Constantia, South Africa Conova Full time

    Our client, working in the digital advertising space, is looking to hire a Mid-level Financial Assistant to join their highly motivated team and to work alongside the CFO. The ideal individual for this position is someone who is passionate, diligent and self-driven, someone who is attentive and efficient, who enjoys delivering precise information under...

  • Accounts Assistant

    2 weeks ago


    Constantia, South Africa The Liz McGrath Collection Full time

    **ACCOUNTS ASSISTANT - (FIXED TERM 4 MONTHS)** As an Accounts Assistant, you will be a part of the Accounts department. You will assist accounting officials and senior management in recording, reporting and managing company’s finances. You will also be required to provide administrative support and suggest ways for improving the overall accounting process...


  • Constantia, South Africa The Roberts Connexion Full time

    A very well established 5 Star property is looking for a dedicated Accounts Assistant to join their team. As an Accounts Assistant, you will be a part of the Accounts department. You will assist accounting officials and senior management in recording, reporting and managing company’s finances. You will also be required to provide administrative support...

  • Quality Controller

    4 weeks ago


    Constantia, South Africa Lifestyle Financial Services Full time

    **Job Requirements**: - Matric qualification is essential/a MUST .NQF level 5 in Banking, Marketing, Sales or equivalent higher qualification is a bonus - Age requirement is 24, this is a senior position - An ability to communicate in Isixhosa, IsiZulu and Afrikaans and other South African Languages will be an advantage, Please note: The in-house language...

  • Executive Assistant

    2 months ago


    Constantia, South Africa Chemence Limited Full time

    Job Title: Executive Project Management Assistant (1-Year Contract) Location: Constancia, South Africa Position Type: Full-time, 1-Year Contract Overview: We are currently seeking a dynamic and organized Project Assistant to join our team for a one-year contract. This position offers a unique opportunity to work closely with the owner in overseeing a...

  • Team Leader

    4 weeks ago


    Constantia, South Africa Lifestyle Financial Services Full time

    **Job Requirements**: - Matric, RE and NQF level 5 in Banking, Marketing, Sales or equivalent higher qualification is essential - Age requirement is 24, this is a senior position - An ability to communicate in Isixhosa, IsiZulu and Afrikaans and other South African Languages will be an advantage, Please note: The in-house language will be English, therefore...

  • Senior Manager

    2 months ago


    Constantia, South Africa Conova Full time

    **JOB DESCRIPTION**: - Job Title- Senior Manager- Division- ICS- Department- JTC Fund Solutions RSA- Location- Cape Town, South Africa, Northern Suburbs- Reporting to- Associate Director**Role Overview and Purpose of Job**: Team Overview The client in Cape Town operates as an extension of their jurisdictional offices who outsources its back office fund...


  • Constantia, South Africa Lifestyle Financial Services Full time

    **Job Requirements**: - Matric is essential/ a MUST .RE and NQF level 5 in Banking or Marketing or Sales Management or equivalent higher qualification is an advantage - Age requirement is 21, this is a senior position - An ability to communicate in Isixhosa, IsiZulu and Afrikaans and other South African Languages will be an advantage, Please note: The...

  • Senior Data Scientist

    2 weeks ago


    Constantia, South Africa Conova Full time

    Our client, a crypto investment app company, is seeking a Senior Data Scientist. The company is available in more than 40 countries around the world and they work closely with respective regulators to be fully compliant, as they believe this is the best way to help everyone, everywhere, invest safely. **_ The role in a nutshell:_** You’ll be focused on...

  • Financial Assistant

    2 weeks ago


    Constantia, South Africa Reed Recruitment Full time

    This exclusive upmarket and respected Hospitality Brand are hiring a **FINANCE ASSISTANT **for their Constantia Nek/Hout Bay office. - 1 years experience in a similar role, with an excellent track record in the AP functions. - Proficiency in ERP systems and relevant accounting software - Excellent analytical and problem solving skills coupled with high level...

  • Financial Assistant

    2 months ago


    Constantia, South Africa HotelJobs.co.za Full time

    **Minimum Requirements**: Matric and post matric diploma in Finance, Accounting, or a related field. 2 years of relevant work experience in a similar role, demonstrating expertise in accounts payable functions. Proficiency in relevant accounting software and ERP systems. Excellent analytical and problem-solving skills. Effective communication and...

  • Junior Bookkeeper

    5 days ago


    Constantia, South Africa Conova Full time

    Key responsibilities: - Assist in maintaining financial records and ensuring that financial transactions are properly recorded. - Ensure the accuracy of entries to ledger accounts and reconcile subsidiary ledger accounts to the General Ledger. - Process accounts receivable/payable in a timely manner. - Prepare bank deposits, general ledger postings, and...


  • Constantia, South Africa Crew Life at Sea Full time

    Key Responsibilities: - Assist the Casino Manager in the day-to-day operation of the casino **onboard the cruise ship** - Manage and supervise a team of casino staff, including dealers, cashiers, and technicians - Monitor and maintain the financial performance of the casino, including revenue, expenses, and budgets - Ensure compliance with all gaming...

  • Finance Assistant

    2 months ago


    Constantia, South Africa Conova Full time

    Our client is seeking a Finance Assistant to join their team. You will be responsible for assisting the Financial Controller in managing and optimizing the accounts payable function for various companies within the group. The role aims to support the accuracy, efficiency, and compliance of financial transactions related to accounts payable. **_...

  • Finance Assistant

    2 hours ago


    Constantia, South Africa Conova Full time

    Our client is seeking a Finance Assistant to join their team. You will be responsible for assisting the Financial Controller in managing and optimizing the accounts payable function for various companies within the group. The role aims to support the accuracy, efficiency, and compliance of financial transactions related to accounts payable. **_...

  • Senior Cook

    1 month ago


    Constantia, South Africa The Roberts Connexion Full time

    National Catering Company with a unit in Constantia seeks to employ an experienced Senior Cook. - Food Production - Systems and Control - Administration - Assisting in management of Human Resources (supervise subordinates) - Hygiene & Quality Standards - Health & Safety - Self-management **Minimum Requirements**: - Matric - Experience as a 3 years Cook /...

  • Senior Asset Manager

    2 months ago


    Constantia, South Africa Conova Full time

    A renewable energies company is looking for a Senior Asset Manager with experience in commercial management of utility scale solar and/or wind projects to join our growing asset management team. This role will oversee the new Utility Assets as well as the existing C&I assets team, and manage assets from Financial Close through Construction and...


  • Constantia, South Africa PSG Konsult Ltd. Full time

    **Designation**: Wealth Adviser Assistant |Newlands, Western Cape **Category**: Administration and Operations **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Konsult **Posted on**: 08 Mar 2023 **Reference Number**: PSG-DW-VAC0146 **Closing...


  • Constantia, South Africa HotelJobs.co.za Full time

    Award winning luxury Relais & Châteaux property in the Southern Suburbs, Cape Town is looking for an Assistant General Manager with a strong F&B background to effectively manage the day to day operations and employees as well as ensure guest satisfaction. Supporting and aiding the General Manager in achieving the profitability of the hotel and operational...


  • Constantia, South Africa PSG Konsult Ltd. Full time

    **Designation**: Wealth Adviser Assistant (ADP) | Newlands, Western Cape **Category**: Administration and Operations **Job Level**: Semi-skilled and discretionary decision making **Posted by**: PSG Financial Services **Posted on**: 10 May 2024 **Reference Number**: POS37768 **Closing date**: 24 May 2024 **Position...