Paraplanner
Hire Resolve
- R35,000 - R45,000 per month
- Permanent Specialist position
-
Somerset West
- Posted 31 Jul 2025 by Hire Resolve
- Expires in 33 days
-
Job 2618212 - Ref 142177
About the position
A leading Wealth Management company is seeking an experienced Paraplanner with strong experience in financial planning processes, investment vehicles, and regulatory compliance to join their team in Somerset West. This is an exciting opportunity for a detail-oriented and analytical individual to provide comprehensive support to high-net-worth clients and contribute to the automation of office processes. If you have a solid understanding of the financial industry and tax technical knowledge, we want to hear from you!
Responsibilities:
- Support Head of Wealth and assistant.
- Manage 50 high-net-worth clients.
- Prepare client proposals and financial plans.
- Assist with analysis, estate plans, and risk quotes.
- Draft client advice records, annual reviews, and correspondence.
- Record meeting minutes and manage deliverable timelines.
- Execute client projects and address queries.
- Maintain records and assist with process automation.
- Train administrative staff.
Requirements:
- A minimum of 5 years' experience as a Paraplanner, specifically with case preparation, or significant exposure to Records of Advice, Financial Needs Analysis, and industry compliance.
- Completion of Regulatory Exam 5.
- A BCom or equivalent qualification/degree.
- High-level financial industry and tax technical knowledge.
- Strong verbal and written communication skills in both English and Afrikaans.
Contact Hire Resolve for your next career-changing move.
- Our client is offering a highly competitive salary for this role based on experience.
- Apply for this role today, contact Adrienne Steyn at Hire Resolve on [Email Address Removed] or on LinkedIn
- You can also visit the Hire Resolve website: [URL Removed] or email us your CV: [Email Address Removed].com
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.
Desired Skills:
- Paraplanner
- Paraplanner
- Paraplanner
Hire Resolve
About the agency
Hire Resolve is a specialist Recruitment & Staffing firm founded in 2004.
Hire Resolve is focused on finding career seekers a work environment that best suits them. Our goal is your workplace satisfaction.
We operate in the engineering, finance, IT, mining, supply chain, trade and technical industries.
The Hire Resolve team prides itself on its technical & industry knowledge. The consultants at Hire Resolve are very well-established in their community - they are industry-savvy & technically competent.
We offer a personalized experience for each individual, to guarantee that you find the best possible position for your career growth.
If you are looking for an exciting new career opportunity get in touch and connect with one of our skilled consultants today!
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