Para-Planner

About the position

Hire Resolve is currently seeking a dedicated Para-Planner on behalf of our client, a major key player in the Wealth Management sector, known for delivering tailored financial solutions to a diverse client base. This exciting permanent opportunity is based in either Pretoria or Bellville, offering the ideal environment for a skilled professional looking to grow within a reputable and forward-thinking organization.

Technical Duties

• Consolidate and summarize client policies and investments
  
  
• Create financial projections
  
  
• Assess and highlight tax implications
  
  
• Prepare cash flows to ensure income sustainability
  
  
• Identify appropriate investment vehicles and structures
  
  
• Determine capital and income needs in scenarios such as death, disability, severe illness, or retirement
  
  
• Identify capital/income shortfalls
  
  
• Analyze and compare local and offshore unit trust funds (CIS)
  
  
• Provide supporting data including performance graphs, asset allocation, risk/return scatterplots, and correlation tables
  
  

Stakeholder Engagement

• Liaise with internal stakeholders (e.g., Wealth Planners, Financial Advisors) and external partners (e.g., brokers, investment consultants from life and asset management companies)
  
  

Administrative and Analytical Support

• Provide investment advice and highlight tax implications for Wealth Planners
  
  
• Draft detailed reports including cash flow analyses, asset allocations, and annexures as instructed
  
  
• Support Wealth Planners post-report presentation if needed
  
  
• Conduct research on portfolios and product performance
  
  
• Recommend suitable investment products and structures
  
  
• Stay informed on relevant legislation and evolving investment solutions
  
  
• Prepare adhoc risk cover reports when requested
  
  
• Perform in-depth investment analysis (e.g., unit trusts, shares)
  
  

Process Management

• Ensure a lead time of three business days for preparation of investment reports and proposals for Financial Advisors
  
  

Requirements

• A relevant financial qualification (e.g., BCom in Finance, Accounting, or Investment Management)
  
  
• Postgraduate Diploma in Financial Planning (CFP) is beneficial
  
  
• Minimum of 2 years in the Financial Services industry
  
  
• Proficiency in Microsoft Office, especially Excel (advanced level)
  
  
• Ability to build financial models in Excel
  
  
• Familiarity with financial tools: Morningstar, Moneymate, Spotlight Investor, Futuresight, etc.
  
  
• Excellent report writing and written communication skills
  
  
• Fluent in Afrikaans and English (both written and spoken)
  
  

Please Note, if you don't match the Requirements and Industry you won't be consider for this role.

Benefits

• Market-related salary

• Contact Hire Resolve for your next career-changing move today
  
  
  • Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
  • You can also visit the Hire Resolve website: [URL Removed] or email us your CV: [Email Address Removed]
  • Please use "ParaPlanner" as your subject line when applying via email 

• • We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise
    
    
• IF you have a PGDFP (CFP), 2 years experience and fluent in Afrikaans please send me your CV on WhatsApp at - [Phone Number Removed];

Desired Skills:

• Para-Planner
• Para-Planner
• Para-Planner