Paraplanning Expertise Wanted

6 days ago


Johannesburg, Gauteng, South Africa Oracle Private Wealth Pty Ltd Full time

The Experienced Paraplanner will be responsible for providing high-quality support to our financial advisor, assisting in the delivery of exceptional client service. This includes preparing detailed financial proposals and quarterly reviews, conducting research, and ensuring compliance with industry regulations.

Key Tasks:
  1. Prepare and Review Financial Planning Reports and Proposals
  2. Conduct Research and Analysis on Financial Products and Strategies
  3. Liaise with Financial Advisor and Admin Staff to Gather Information
  4. Ensure Regulatory Compliance and Accuracy
  5. Support the Development and Review of Financial Planning Strategies

Requirements:

  • A minimum of 2 to 5 years' experience in a Paraplanning role.
  • Strong Knowledge of Financial Planning, Investments, Pensions, and Tax Regulations
  • Proficiency in Financial Planning Software (e.g., Xplan, Excel)
  • Excellent Analytical, Organizational, and Communication Skills


  • Johannesburg, Gauteng, South Africa Nedbank Full time

    Technical Specialist Job SummaryWe are looking for a highly skilled Full Stack C# .Net Developer to join our team as a Senior Technical Specialist. The ideal candidate should have experience in designing, developing, and maintaining applications.Essential Qualifications:B.Sc Computer Science or equivalent.7+ years' experience in software...


  • Johannesburg, Gauteng, South Africa Spane4all Full time

    As a seasoned Financial Markets Expert, you will play a critical role in supporting our investment decision-making process. Your expertise will help us navigate complex financial markets and identify opportunities for growth.About the RoleYou will be responsible for building, maintaining, and utilizing financial models to support valuation and financial...


  • Johannesburg, Gauteng, South Africa Data Bene Full time

    Job SummaryData Analyst wanted to collect, analyze, and interpret complex data sets to inform business decisions.The ideal candidate will have a strong background in statistics, computer science, or mathematics, and experience working with data analysis tools.Responsibilities include:Transforming business questions into actionable insights through...

  • Data Modeller Wanted

    4 weeks ago


    Johannesburg, Gauteng, South Africa PRR Recruitment Full time

    Data Modeller WantedJoin a digital banking team to design data models that meet quality and regulatory standards while supporting advanced analytics.Requirements:• Bachelor's degree in Computer Science, Information Systems, or a related field (preferred).• Proven expertise in data modelling (Data Vault and Dimensional), data integrity principles,...

  • Data Modeller Wanted

    3 weeks ago


    Johannesburg, Gauteng, South Africa PRR Recruitment Full time

    Data Modeller WantedJoin a digital banking team to design data models that meet quality and regulatory standards while supporting advanced analytics.Requirements:• Bachelor's degree in Computer Science, Information Systems, or a related field (preferred).• Proven expertise in data modelling (Data Vault and Dimensional), data integrity principles,...


  • Johannesburg, Gauteng, South Africa Trending Talent Full time

    Job OverviewTrending Talent is seeking a highly skilled and experienced Payroll Analyst to join our team. As a key member of our payroll department, you will be responsible for providing expert support and guidance on payroll processes, ensuring compliance with relevant regulations and laws.The ideal candidate will have a strong background in payroll...


  • Johannesburg, Gauteng, South Africa Network Engineering Full time

    Job DescriptionAs an Electrical Engineer, you will be responsible for designing, developing, and implementing BESS projects. You will collaborate with project teams, develop electrical system designs, and lead and monitor electrical projects.The ideal candidate will have a BSc or BEng in Electrical Engineering or Electronic Engineering, with 5 years of...


  • Johannesburg, Gauteng, South Africa Rae & Associates Full time

    Job RequirementsWe are seeking a highly skilled Senior Bookkeeper to join our team. As a Senior Bookkeeper, you will be responsible for managing and leading a portfolio of accounting clients using various cloud accounting systems.The ideal candidate will have extensive bookkeeping experience, excellent communication skills, and the ability to work under...


  • Johannesburg, Gauteng, South Africa DataFin Full time

    Job SummaryWe are seeking a highly skilled Data Analyst to join our team at DataFin. In this role, you will be responsible for gathering and interpreting data to inform business decisions.The ideal candidate will have a strong background in quantitative fields, with a minimum of 3 years' experience in data analytics. They will also possess excellent...


  • Johannesburg, Gauteng, South Africa Invictus Full time

    About the JobWe are seeking a highly qualified individual to fill a senior academic position in our engineering department. The ideal candidate will possess strong teaching and research skills, with a focus on delivering high-quality instruction to students.The selected candidate will be responsible for reviewing academic results, implementing effective...


  • Johannesburg, Gauteng, South Africa FNB South Africa Full time

    FNB South Africa offers a challenging and rewarding work environment where you can grow your skills and expertise. As a Java Developer, you will have the opportunity to work on complex projects, collaborate with experienced professionals, and contribute to the development of innovative solutions.


  • Johannesburg, Gauteng, South Africa Datafin IT Recruitment Full time

    We are seeking a talented Junior Software Developer to join our team at Datafin IT Recruitment. The successful candidate will be responsible for contributing to every stage of the development lifecycle, from feature conception to deployment.About the RoleThis is an exciting opportunity to work on cutting-edge Financial Tools and participate in conferences...


  • Johannesburg, Gauteng, South Africa Shift Pursuit Full time

    At Shift Pursuit, we have formed a partnership with a renowned hospital in South Africa to fill an exciting position for a Clinical Pharmacist. As part of our team, you will be responsible for utilizing your expertise to provide high-quality patient care and contribute to the hospital's mission.Requirements:A BPharm or MSc (Med) Pharm degree is required.You...


  • Johannesburg, Gauteng, South Africa Indsafri Full time

    We are Indsafri, a dynamic IT consulting company seeking an experienced Salesforce developer with 5+ years of experience to join our team. The ideal candidate will have expertise in APEX, Lightning, Financial Services Cloud, LWC, and other Salesforce Cloud solutions.Key Responsibilities:Design and develop scalable Salesforce applications using APEX,...


  • Johannesburg, Gauteng, South Africa Communicate Recruitment Full time

    Finance Specialist/ERP System AccountantWe are seeking a highly skilled financial professional to play a key role in developing and optimizing our financial module—a cutting-edge tool designed to streamline financial processes in the fresh produce export industry.This innovative solution connects buyers and growers through seamless transactions and...


  • Johannesburg, Gauteng, South Africa ESG Recruitment Full time

    Job Requirements:We are seeking a highly skilled professional to fill the position of Qualified Fabricator at ESG Recruitment.About the Role:Structural Fabrication: The ideal candidate will have extensive experience in structural fabrication and be able to work with metal materials.Red Seal Qualification: A Red Seal qualification is essential for this...


  • Johannesburg, Gauteng, South Africa Euraxess Full time

    About the Opportunity:We are seeking a highly experienced researcher to join our team and contribute to our research programme on social development.The successful candidate will be responsible for conducting high-quality research, collaborating with stakeholders, and mentoring junior researchers.Key Responsibilities:Conduct rigorous research that addresses...


  • Johannesburg, Gauteng, South Africa Network Recruitment Full time

    About UsNetwork Recruitment is a leading recruitment agency dedicated to connecting professionals with top employers. We pride ourselves on delivering exceptional service and helping our clients achieve their goals.As a key member of our team, you will have the opportunity to work on exciting projects, develop your skills, and build a fulfilling career. If...


  • Johannesburg, Gauteng, South Africa Deka Minas Pty Ltd Full time

    Job DescriptionWe are seeking a highly skilled Senior Developer to join our team in Johannesburg. The successful candidate will be responsible for designing, developing, and implementing complex features and integrations. This is a great opportunity to work with a talented team and contribute to the success of our company.About YouYou have 8+ years of...


  • Johannesburg, Gauteng, South Africa Matriq Pty Full time

    Are you a driven and ambitious individual looking to start your career in e-commerce? We are Matriq Pty, a leading South African online retailer, and we're seeking a talented YES Intern – Opportunity to join our team in Gauteng.About the Role:This role offers a unique opportunity to learn and grow in a fast-paced e-commerce environment. You'll have the...