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Mid-Senior Level Paraplanner Needed

1 week ago

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

We are seeking an Experienced Paraplanner to join our team at Oracle Private Wealth Pty Ltd. As a key member of our team, you will be responsible for supporting our financial advisor by preparing detailed financial proposals and quarterly reviews, conducting research, and ensuring compliance with industry regulations.

Main Responsibilities:
  1. Develop and Maintain Financial Planning Reports and Proposals
  2. Analyze Financial Data and Develop Recommendations
  3. Collaborate with Financial Advisor and Admin Staff
  4. Ensure Regulatory Compliance and Accuracy
  5. Support the Development and Review of Financial Planning Strategies

Qualifications:

  • 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