PARAPLANNER - PRETORIA

ExecutivePlacements.com - The JOB Portal; Pretoria; On-site; ZAR 250,000 - 350,000; Full time

Job summary

A national financial service provider seeks a Para-planner to assist in implementing clients' financial planning and investment instructions. This role is ideal for recent graduates with a financial qualification, emphasizing strong analytical and communication skills. You will engage with different stakeholders, prepare investment reports, and provide crucial insights to wealth planners.

Qualifications

• Financial qualification is essential.
• Entry-level role, no prior experience required.
• Analytical, detail-oriented with strong communication skills.

Responsibilities

• Consolidate and summarize all policies & investments.
• Prepare cash flows and identify investment vehicles.
• Draft reports and analyze investments.

Skills

Excellent report writing skills

Proficient in Afrikaans

Proficient in English

Attention to detail

Analytical skills

Knowledge of Investment products

Education

B Com finance, accounting, investment management

Post Graduate diploma in Financial Planning

Tools

Microsoft Windows

Excel

Morningstar

Moneymate

Spotlight Investor

Futuresight

Job description

Recruiter:

HR Genie

Job Ref:

2625A EWP PARA

Date posted:

Tuesday, May 6, 2025

Location:

Pretoria, South Africa

Salary:

Market related

SUMMARY:

To assist in the implementation of clients' financial planning and investment instructions.

POSITION INFO:

Our client with a national footprint requires a Para-planner. Your:

Education:

• A financial qualification is essential (e.g., B Com finance, accounting, investment management)
• A Post Graduate diploma in Financial Planning (CFP) would be beneficial

Experience Required:

None

Skills:

• Excellent report writing skills (written communication skills)
• Proficient in Afrikaans and English, both written and verbal communication
• Attention to detail / accuracy
• Analytical / technical skills
• Knowledge of Investment products and tax

Knowledge:

• Proficient on Microsoft Windows (advanced level in Excel)
• Building financial models in Excel
• Experience with financial tools such as Morningstar, Moneymate, Spotlight Investor, Futuresight, and Portfolio tools provided by Asset Management Companies

These skills will enable you to fulfill the following duties:

Responsibilities:

• Consolidate and summarize all policies & investments
• Make necessary projections
• Highlight different tax implications
• Prepare cash flows to ensure income sustainability
• Identify appropriate investment vehicles and structures
• Determine client's capital & income needs in case of death/disability/severe illness/retirement
• Identify capital / income shortfalls
• Analyze & compare various local & offshore unit trust funds (CIS). Obtain & provide performance graphs, asset allocation, risk & return scatterplots, risk correlation tables, etc.

People:

• Liaise closely with all stakeholders (i.e., Wealth Planners / Financial Advisors, External brokers, Investment Consultants from Life and Asset Management Companies)

Administration:

• Advise Wealth Planners on investment options and tax implications
• Draft reports including cash flow, asset allocations, and annexures as per Wealth Planner instructions
• Assist Wealth Planners post-report presentation when necessary
• Research investment portfolios and performance
• Provide product and investment structure recommendations
• Stay updated on legislation and investment solutions
• Adhoc risk cover reporting (if required)
• Analyze investments (unit trusts, shares, etc.)

Process:

• 3 business days lead time for preparing investment reports/proposals for Financial Advisors