15h Left: Paraplanner â Westville, Kwazulu-Natal
1 month ago
Requirements:
- 4-5 years in the financial services industry.
- Relevant tertiary education or courses.
- Exposure to financial planning.
- Computer skills: Microsoft Office (Excel, Word, Outlook and PowerPoint essential); SharePoint XPlan; IWP and PGP (advantageous)
- High-energy, customer-focused, and relationship-oriented, with strong organizational and multitasking abilities.
- Detail-oriented, analytical, with math skills and initiative.
- Excellent critical thinking, problem-solving, and project management skills, adaptable to client needs.
- Strong time management, assertive, proactive, resilient under pressure.
Responsibilities and expectations but not limited to:
Client data management:
- Maintain accurate and complete client data in CRM systems (e.g., XPlan), creating efficient data capture methods.
- Produce clients comprehensive wealth profiles and enable a "single view of family" by managing joint entities.
- Integrate CRM data with methodology tools, ensuring completeness, accurate labelling, and integrity across applications.
- Update client data on XPlan after financial planning sessions and prepare data for client reviews.
Financial Planning preparation and Client Reviews:
- Complete training on preferred financial planning tools and pass competency assessments.
- Prepare XPlan Wealth Maps at least 7 days before client engagements.
- Draft client Personal Goal Plans (PGPs) and records for the Partner to finalize.
- Prepare Integrated Wealth Plans (IWPs) to a stage where scenario planning can be handed over.
- Ensure all plans are compliant, saved on XPlan, and reflect updated client data.
- Prepare for client reviews as instructed, maintaining readiness to join review meetings as assessed by the Partner.
- Collaborate with Assistants, Product Providers, Wealth Account Managers, and Broker Consultants to support the financial planning process.
- Attend compliance meetings with your Partner and promptly address any remedial actions.
Operational support for Portfolio Managers and Client Relationship Managers:
- Align with the Financial Planning Partner to integrate the financial plan with the Private Client Share Portfolio mandate, ensuring compliance.
NAV (internal software), IT, Systems and KPIs:
- Manage and maintain client records and tasks in XPlan to ensure practice-wide compliance and alignment.
- Keep records per business rules, legislative requirements, and store safely in XPlan.
- Stay informed on NAV to support the Financial Planning Partner(s).
- Coordinate with the Partner on NAV data and practice details.
- Monitor and track your KPI score on NAV, seeking guidance from the Partner Operations or Business Development Manager to improve scores when needed.
If you do not hear from us within two weeks of applying, you may assume that your application was unsuccessful.
-
Paraplanner â Westville, Kwazulu-Natal
1 month ago
Pinetown, South Africa Headhunters Full timeRequirements: 4-5 years in the financial services industry.Relevant tertiary education or courses.Exposure to financial planning.Computer skills: Microsoft Office (Excel, Word, Outlook and PowerPoint essential); SharePoint XPlan; IWP and PGP (advantageous)High-energy, customer-focused, and relationship-oriented, with strong organizational and multitasking...
-
Financial Planning Associate
2 weeks ago
Pinetown, KwaZulu-Natal, South Africa Headhunters Full timeCompany Overview">In today’s fast-paced financial landscape, there is a growing demand for experienced professionals who can navigate the complexities of financial planning. Headhunters is seeking a highly skilled and motivated individual to join our team as a Financial Planning Associate in Westville, Kwazulu-Natal.SalaryWe offer an attractive salary...
-
Financial Planning Specialist
1 month ago
Pinetown, KwaZulu-Natal, South Africa Headhunters Full timeJob Description:We are seeking a highly skilled and motivated Financial Planning Specialist to join our team at Headhunters. The successful candidate will be responsible for providing exceptional support to our Financial Planning Partners, ensuring the delivery of high-quality financial plans to our clients.Key Responsibilities:Client Data Management:...
-
Financial Services Associate
4 weeks ago
Pinetown, KwaZulu-Natal, South Africa Headhunters Full timeKey ResponsibilitiesThe ideal candidate will be responsible for client data management, financial planning preparation, and operational support for Portfolio Managers and Client Relationship Managers.Client Data ManagementKey responsibilities include:Maintaining accurate and complete client data in CRM systems.Producing comprehensive wealth profiles and...
-
Motor Vehicle Technician Apprentice
1 month ago
Pinetown, South Africa Jobted ZA C2 Full timeAre you passionate about cars and ready to kickstart your career in the automotive industry? Our client seeking a motivated Motor Vehicle Technician Apprentice to join their dynamic team in Pinetown, KwaZulu-Natal. As an apprentice, you will gain hands-on experience, learn from skilled professionals, and develop your technical skills in a supportive...
-
(3 Days Left) Workplace Host Coordinator
2 hours ago
Pinetown, South Africa Jobted ZA C2 Full timeMAIN JOB PURPOSE The Host Coordinator is responsible for managing and nurturing relationships with host employers, ensuring the successful placement and retention of learners in host environments. This role involves introducing Subject Matter Experts (SMEs) to identified, approved host employers, implementing all activities necessary for matching learners to...
-
▷ 15h Left: RSA
7 days ago
Pinetown, South Africa Jobted ZA C2 Full timePosition: RSA Industry: Automotive Location: Durban Upper highway Salary: Market Related MINIMUM REQUIREMENTS: - Valid South African Drivers License. - Senior Certificate. - Fully stocked toolbox. EXPERIENCE: - 5 years Experience in a corporate dealership. - Diagnostic tool: ISTA Beneficial. SKILLS: - Excellent communication skills. - Able to take...
-
(15h Left) Sales Intern
1 day ago
Pinetown, South Africa Jobted ZA C2 Full timePosition: Sales & Marketing Location: Pinetown As a Sales Intern, you'll have the chance to: - Learn the ins and outs of sales strategies, techniques, and customer relationship management from seasoned professionals. - Immerse yourself in our industry, learning about market trends, competitor analysis, and customer needs. Acquire valuable insights that...
-
▷ [15h Left] Quality Engineer
2 weeks ago
Pinetown, South Africa Jobted ZA C2 Full timeOverview: Our client in the automotive industry is looking to employ a Quality Engineer to monitor the plant’s quality activities and to maintain the product, process, quality and systems to agreed standards through facilitation of improvements and audits. Minimum Requirements / Experience: - Grade 12/Matric - Recognised Qualification in Quality...
-
HR Officer
2 months ago
Pinetown, South Africa Jobted ZA C2 Full timeKey Responsibilities: - Oversee daily HR operations, including recruitment, onboarding, employee relations, and performance management. - Manage payroll processes and employee records efficiently using Sage 200 and SYNC. - Ensure compliance with labour laws and company policies. - Support the implementation of HR strategies that enhance productivity and...
-
Web and ERP Technical Support Team Lead
1 month ago
Pinetown, South Africa Jobted ZA C2 Full timeREQUIREMENTS - Grade 12, relevant qualification highly advantageous - Strong management skills with a minimum of 3 years previous experience Understanding of Computer Studies, minimum A+ - Basic database understanding: MySQL - Proficient in Excel to assist with generating reports - Motivated, passionate and enthusiastic individual who is willing to learn -...