Job Description

Job Summary Hire Resolve's client, a leading company in the wealth management industry, is seeking a highly motivated Para-Planner to join their dynamic team. This is an exciting opportunity for an individual who is passionate about financial planning and investments, and who is looking to grow their career within a reputable and fast-paced environment. The successful candidate will assist Wealth Planners and Financial Advisors in delivering top-quality financial solutions to clients.
Responsibilities
Consolidate and summarize all client policies and investments
Perform financial projections and identify potential tax implications
Prepare detailed cash flow analyses to ensure income sustainability
Identify appropriate investment vehicles and structures
Determine client capital and income needs in scenarios such as death, disability, severe illness, or retirement
Assess capital/income shortfalls
Analyze and compare local and offshore unit trust funds (CIS)
Generate investment performance graphs, asset allocation reports, risk-return scatterplots, and risk correlation tables
People Interaction
Collaborate with internal and external stakeholders, including:
Wealth Planners / Financial Advisors
External brokers
Investment consultants from life and asset management companies
Administrative Support
Advise Wealth Planners on investment opportunities and tax considerations
Draft comprehensive financial reports, including cash flows, asset allocations, and annexures
Support Wealth Planners post-presentation as needed
Conduct research on investment portfolios and performance
Recommend suitable products and investment structures
Monitor legislative changes and investment trends
Prepare adhoc risk cover reports if requested
Analyze investments (e.g., unit trusts, shares)
Ensure reports and proposals are completed within 3 business days
Requirements

• Bachelor's degree in Finance, Accounting, or Investment Management (essential)

Proficiency in Afrikaans and English (written and verbal)

• Postgraduate Diploma in Financial Planning (CFP) (advantageous)
• No prior experience required
• Proficiency in Microsoft Windows (advanced Excel)
• Financial modeling in Excel
• Familiarity with Morningstar, Moneymate, Spotlight Investor, Futuresight, and portfolio tools from asset managers
• Strong report writing and written communication skills
• Proficiency in Afrikaans and English (written and verbal)
• Excellent attention to detail and accuracy
• Strong analytical and technical aptitude
• Knowledge of investment products and tax implications
• High computer literacy (Excel and Word)
• Self-driven, proactive, and innovative
• Strong time management, enthusiasm, and results orientation
• Commitment to service delivery and teamwork

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:

or email us your CV: * Please use "Para-Planner" 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
Hire Resolve
IT/Computer
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About
Specialists in Civil, Structural, Mechanical Engineering, Information Technology, Mining, Manufacturing and Finance Careers! Hire Resolve is one of the larger and more agile South African recruitment companies that focus on placing professionals and skilled people in permanent employment and contract employment. We prefer and focus on working with top quality professionals and candidates in South Africa and Africa. Hire Resolve has successfully placed Engineering, Mining, IT, Manufacturing and Finance professionals with top firms across the Western Cape, Eastern Cape, KwaZulu Natal, Gauteng and in Africa. Hire Resolve has assisted candidates to find jobs at over 100 JSE listed companies of which many are global companies with offices and operations in South Africa and Africa. It is for this reason that we are well respected in the industries we operate in and in the recruitment industry.