Para Planner

1 week ago

Johannesburg, Gauteng, South Africa Omega Capital (Pty) Ltd Full time R400 000 - R1 200 000 per year

Company Description

While you live your life and build legacies, Omega Capital is right behind you, taking care of your money. Our experienced and accredited shareholders, Steve Milton and Warren Repko, offer you and your business a comprehensive approach to creating, growing, and preserving wealth. We provide our clients with experience, innovation, trust, and concern so that their plans and dreams become our shared responsibility. Our business existence is driven by a profound interest in helping you achieve your financial goals.

Role Description

This is a full-time on-site role for a Para Planner located in Johannesburg. The Para Planner will be responsible for supporting financial advisors in creating financial plans, performing detailed financial analysis, managing investment portfolios, preparing reports, and conducting research on various financial products. Daily tasks will involve data collection, client communication, and providing administrative support to ensure efficient and effective service delivery to clients.

Qualifications

  • Financial Planning and Finance skills
  • Strong Analytical Skills and experience in Investments

  • Report Writing proficiency

  • Excellent communication and interpersonal skills

  • Detail-oriented and highly organized
  • Bachelor's degree in Finance, Economics or related field
  • Relevant certifications (e.g., CFP) are an advantage
  • Proficiency in financial planning software and tools

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