Paraplanner
Somerset West, Cape Town, South Africa
Job Description
Job Summary
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.
- 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.
- 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
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
Recruiter
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.
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Job Detail
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Job IdJD1477759
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:R15000 - 20000 per month
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Employment StatusPermanent
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Job LocationSomerset West, Cape Town, South Africa
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EducationNot mentioned