- Record of Advice Preparation: Prepare detailed Records of Advice for Local and Offshore Investments and Long-Term Assurance, ensuring accurate and up-to-date information.
- Financial Planning: Develop comprehensive Financial Plans for clients, including Death, Disability, Retirement, and Estate planning.
- Investment Research: Investigate Investment Portfolios and underlying Funds, formulating recommendations for client wealth creation and holistic financial well-being.
- Client Portfolio Management: Analyze client portfolios, encompassing both investment and risk products, to optimize their financial health.
- Industry Knowledge: Stay abreast of the evolving tax and legal environment, ensuring compliance and identifying opportunities for growth.
- Opportunity Investigation: Continuously investigate new opportunities in a rapidly changing environment, driving innovation and improvement.
- Technical Support: Provide technical assistance to administrators, clients, and financial planners, addressing complex queries and calculations.
- Client Communication: Effectively communicate with clients regarding all aspects of the Paraplanner's responsibility, ensuring seamless service delivery.
- Postgraduate Diploma in Financial Planning: Hold a recognized postgraduate diploma in Financial Planning.
- FPI Competency Exam: Achieve certification through the FPI Competency Exam.
- Experience: Possess a minimum of 2 years' experience in Financial Planning, demonstrating expertise and a deep understanding of the field.
- Attention to Detail: Demonstrate exceptional attention to detail, ensuring accuracy and precision in all tasks.
- Pressure Handling: Excel under pressure, managing multiple responsibilities while maintaining composure and focus.
- Administrative and Research Skills: Possess excellent administrative, research, report writing, and communication skills, with a strong ability to analyze complex data.
- Analytical and Structured Work Style: Showcase excellent analytical skills, working in a structured and planned manner to achieve objectives.
- Team Player: Demonstrate a team-oriented mindset, collaborating effectively with colleagues to drive results.
- Interpersonal Skills: Exhibit outstanding interpersonal skills, communicating clearly and concisely both verbally and in writing.
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Wealth Manager
2 days ago
Set Consulting DurbanWealth Manager - Durban · A prestigious boutique wealth management firm is seeking a seasoned and driven Senior Wealth Advisor to provide exceptional financial guidance and investment expertise to high-net-worth clients in the Durban area. · Key Responsibilities: · Generate new b ...
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Buyer (Homeware) Talent Pool
2 days ago
Mr Price Group DurbanJob Description: · The ideal candidate for this role is driven, highly energetic, and extremely passionate about the industry. · Mr Price Home seeks an experienced Buyer to develop a product strategy that will maximize profitability for the company. · The Buyer will be responsibl ...
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Marine Project Planner
2 days ago
Splash247 DurbanJob Summary · The Marine Project Planner will be responsible for developing and maintaining project plans, schedules, and reports to ensure timely and efficient project delivery. This includes coordinating with various departments, managing supplier schedules, and providing regul ...
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Financial Planner
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Supply Chain Manager
2 days ago
121talent Pty Ltd DurbanSupply Chain Manager · The position of Supply Chain Manager has become available at our company, a leading international Chemical Manufacturing firm based in Durban. · Purpose of the Role: · This role involves coordinating all supply chain activities for the site in collaboration ...
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Demand Planner
2 days ago
RCL FOODS DurbanAt RCL FOODS, we grow what matters. · The Talent Team is looking for a Demand Planner who excels at the basics. The role will be based in Westville. · This Demand Planner will drive and facilitate the demand planning and, where applicable, demand management process to provide vis ...
Senior Para Planner - KwaZulu-Natal - Ntice Search Solutions

2 days ago

Description
Job Title: Senior Paraplanner
We are seeking a highly skilled Senior Paraplanner to join our team at {company}. This is an exciting opportunity for a professional to provide key support to a Financial Planner.
Main Responsibilities:
Requirements:
Skills and Qualities:
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Wealth Manager
Set Consulting- Durban
-
Buyer (Homeware) Talent Pool
Mr Price Group- Durban
-
Marine Project Planner
Splash247- Durban
-
Financial Planner
NedBank- Durban
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Supply Chain Manager
121talent Pty Ltd- Durban
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Demand Planner
RCL FOODS- Durban