SENIOR PARAPLANNER

Recruiter:

HR Genie

Job Ref:

Paraplanner - 02

Date posted:

Friday, November 8, 2024

Location:

Cape Town, South Africa

Salary:

Market related

SUMMARY:
SENIOR PARAPLANNER - Century City, Cape Town, Western Cape R400 - R500K Gross Per Annum Negotiabl

POSITION INFO:

PARAPLANNER – Century City, Cape Town, Western Cape

R360 000 – R420 000 K Gross Per Annum Negotiable plus Benefits

Our Client, a Global Financial Services concern is seeking a dynamic Paraplanner to join their team of professionals.

One would describe you as being a highly organised, hands-on and seasoned individual who possesses excellent analytical and problem solving abilities.

You are a strong communicator who places particular emphasis on accuracy and attention to detail and is able to work independently.

Further to this you have good time management skills, ability to meet deadlines and an in-depth financial product offering knowledge.

Job Purpose:

As an experienced Paraplanner, you will provide support to the Senior Private Wealth Manager in the development and maintenance of client financial plans.

Your work will provide detailed research, analysis of client’s financial circumstances, and preparation of financial planning recommendations and reports. This role does not include case preparation.

Minimum Requirements:

Senior Certificate, Relevant Diploma/Degree, or an equivalent qualification
Certifications: First Level Regulatory Exam for Representatives (RE5); First Level Regulatory Exam for Key Individuals (RE1)
Minimum 5 years’ experience paraplanning, financial planning and/or advising
Detailed knowledge of the South African financial market in the advisory space
Detailed knowledge of the South African providers
Knowledge of the offshore providers is advantageous
Strong understating of financial planning concepts and strategies
Demonstrated proactive approaches to problem-solving with strong decision-making capability
Fluency in Afrikaans would be advantageous

Key Responsibilities:

Assist the Senior Private Wealth Manager in the research and analysis of the client's financial situation, goal, and objective
Responsible for all-around financial planning, estate planning, investment research, product/solution recommendations
Prepare and compile financial analysis reports, including cash flow analysis reports, investment projections, retirement planning and risk management
Develop comprehensive financial plans that meet client’s needs and objectives
Make use of internal financial planning software to create scenarios and projections
Ensure compliance with financial legislation and regulations throughout the financial planning process
Support the Senior Private Wealth Manager to review clients' files and identify planning opportunities
Work closely with service providers to understand products

To apply for this role, please forward a detailed copy of your CV to Nicole Spamers:

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

Senior Power Systems Consultant
Location: Cape Town
Salary: Annually
A leading international consulting firm specialising in power systems and energy infrastructure is seeking a senior Power Systems Engineer to join their growing team in Pretoria or Bellville, Western Cape.This dynamic company provides high-level technical and strategic advisory services to electricity utilities, renewable energy developers, regulators, and funding institutions across the globe. Th...
1 day ago

Senior Bookkeeper
Location: Blackheath
Salary:
Are you an experienced Bookkeeper who enjoys taking full ownership of the finance function?Our client, a well-established travel operator based in Blackheath, is looking for a mature, accurate and deadline-driven senior Bookkeeper to Balance Sheet to join their team.This role is ideal for someone with strong Pastel experience, solid knowledge of VAT, payroll and statutory submissions, and the conf...
1 day ago

Senior Accountant - Paarl
Location: Paarl
Salary: R45 000 Monthly
Role PurposeThe senior Accountant is responsible for managing the full spectrum of financial accounting, control, and reporting functions across the business. The role oversees core accounting activities including cash and bank management, taxation, fixed assets, reconciliations, and financial reporting while ensuring compliance with IFRS and internal governance standards.The position also plays a...
1 day ago

Senior Front End Developer
Location: Stellenbosch
Salary: 1 200 000 Annually
My client is building a highâquality SaaS product where frontâend work directly impacts real users. This role is for a senior developer who cares deeply about clean architecture, UX quality, and longâterm code health.If you want influence, ownership, and meaningful product work, this is that role.
1 day ago

Senior Accountant
Location: Claremont
Salary: Market related
Our client is a fast-growing, entrepreneurial investment and operating group with interests spanning
1 day ago

Senior Quantity Surveyor
Location: Cape Town
Salary: 80000 Monthly
senior Quantity Surveyor – Residential Property Developmentð Northern Suburbs, Cape Townðï¸ Office & Site Based Position
2 days ago

Senior Accountant
Location: Somerset West
Salary: Monthly
senior Accountant â Somerset WestAgricultureFull-time | On-siteOur client is a reputable and established player in the agricultural and commodities sector, specialising in the production and supply of raw and modified starch products to both local and international markets. With a focus on quality, innovation, and reliability, the company continues to strengthen its position as a trusted partner...
2 days ago

Senior HVAC Technician
Location: Cape Town
Salary: 300 000 Annually
A market leader in Southern Africa is looking for a highly skilled technician with proven expertise in complex maintenance, who excels in hands-on site environments and confidently builds strong client relationships.
2 days ago

Senior Accounts Clerk | Fixed Term Contract
Location: Capetown
Salary: Basic Salary + Company Benefits
The senior Accounts Clerk will support the finance team during a maternity leave cover period. This is an onsite position based in Foreshore - Cape Town office.
2 days ago

Senior Frontend Software Engineer
Location: Cape Town
Salary:
2 days ago

SENIOR PARAPLANNER

Similar jobs you might be interested in:

Jobseekers

Recruiter

General