- Construct; produce Asset Allocation reports for existing clients.
- Construct; produce Proposals for both new and existing clients.
- Prepare Goals Based Wealth Management proposals and reports for clients.
- Prepare Financial Needs Analysis for both new and existing clients.
- Preparation of meeting packs for Family Office clients.
- Draft Record of Advice documents, Replacement Records and other relevant documentation to accompany proposals.
- Constant innovation of client reports.
- Provide technical support e.g. performance queries (using Morningstar Direct analysis software).
- Assist in the development and maintenance of wealth management products / strategies.
- Assist Wealth Managers and Wealth Management Associates troubleshooting Financial Needs.
- Analyses for clients.
- Compile supporting documentation to assist Wealth Managers in proposal process, eg: product structure comparisons.
- 3-5 years experience as a paraplanner within wealth management, preparing detailed and complex proposals and financial needs analysis for clients.
- A related BComm degree and a Postgraduate Degree in Financial Planning.
- CFP designation.
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Production Planner
4 days ago
Performance Brands Lansdowne, South Africa**About us**: · Performance Brands is a business that is passionate about the outdoors and outdoor pursuits. · We manufacture and distribute technical apparel that meets the needs of our customers that partake in cycling, running and hiking activities. · Our brands include First ...
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Planner
5 days ago
Right People Solutions Cape Town, South Africa**Planner** · **Cape Town City** · **Criteria**: · - 5 years planning experience · - High numeracy · - Strong business acumen · - Flexible and is willing to get involved in other parts of the business. · **Main function**: · - To provide relevant and accurate information to ensur ...
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Demand Planner
3 days ago
Pick n Pay Kenilworth, South Africa**Job Advert Summary**: · To facilitate the delivery of the correct stock level timeously at site / article level with time spend around 60% Analytics and 40% Demand planning. Levels of operational involvement varies between different areas within the Planning team. · **Duties & ...
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Floor Space Planner
5 days ago
Pick n Pay Kenilworth, South Africa**Job Advert Summary**: · Develop floor plans based on new space elasticity measures / optimised category assortments by format / cluster at store level. Maintains and optimises floor plans / merchandise flows on floor planner in JDA Information Knowledge Base (IKB). · **Duties & ...
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Junior Project Planner
5 days ago
ProjectLink Rosebank, South Africa**We are currently looking for a Junior Project Planner. This is a 2 year contract position based in Rosebank.** · Minimum Requirements: · - Matric · - Relevant Degree Advantageous · - 3 years experience as a junior project planner · - Must be able to schedule in MS Project · - M ...
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Project Planner/scheduler
5 days ago
ProServ Projects Rosebank, South Africa**We are currently looking for a Project Planner/Scheduler. This is a 2 year contract position based in Rosebank.** · Minimum Requirements: · - Matric · - Relevant Degree advantageous · - MS Project Advance · - MS Excel Advance · - MS Word · - 8 to 15 years' experience as a Proje ...
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Digital Media Planner
3 days ago
Pharma Dynamics (Pty) Ltd. Southern Suburbs, South Africa**UNDERTAKE ANY OR ALL OF THE RESPONSIBILITIES BELOW**: · - Upon developing the necessary skills, perform the following under supervision of the Corporate Communications Manager._ · - Create corporate social media content plans for LinkedIn & Facebook in collaboration with digita ...
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Demand Planner
4 days ago
RPO Recruitment Cape Town, South AfricaAre you a skilled Demand Planner with a passion for the Food Production industry? RPO Recruitment's client is currently seeking a talented and experienced Demand Planner to join their team in Cape Town. · As a Demand Planner, you will play a vital role in ensuring the efficient f ...
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Financial Planner
2 days ago
SET Recruitment Consultants Cape Town, South AfricaCertified Financial Planner · 5 - 10 yrs working experience · FAIS accredited · familiar and experience in offshore financial planning marketplace · registered with FSCA · Interested in becoming a cross border financial planner with an established brand · interest in internationa ...
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Maintenance Planner
4 days ago
AVI Limited Cape Town, South AfricaA love for the sea and passion for fishing are the driving forces behind · **I&J**, a leading fishing company and manufacturer of high quality chilled and frozen foods. Almost 110 years old, · **I&J** is the trusted name in seafood, operating a modern and efficient trawler fleet, ...
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Senior Planner
4 days ago
Woolworths Cape Town, South Africa**Listing reference**: woolw_000846**Listing status**: Online- · **Position summary** · **Industry**:Wholesale & Retail Trade · - **Job category**:FMCG, Retail, Wholesale and Supply Chain**Location**:Cape Town · - **Contract**:Permanent**EE position**:No**Introduction** · - Devel ...
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Functional Planner
5 days ago
Initiate international Cape Town, South AfricaWe have an exciting **job** opportunity for a **Functional Planner** to join an internationally leading company in the field of Health Care at their offices in **Cape Town**. You will design responsibility for all design trades and design activities in the pre-project phase. If y ...
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Homeware Planner
3 days ago
Zeal HR City of Cape Town, Western Cape, South AfricaAn exciting position is available for a vibrant and energetic Homeware Planner, within the fabrics retail industry, position is based in Bellville. · **Requirements**: · - Bachelor's degree in Supply Chain Management/ Business / Economics · - At least 5 years retail experience · ...
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Production Planner
3 days ago
Traut Personnel Cape Town, South Africa**Join this dynamic in-house Clothing Manufacturing Division of this established Clothing concern. My client requires a Senior Clothing Production Planner, someone systems/process driven (Sync), who will challenge efficiencies and oversee and assist when necessary with the follow ...
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Retail Planner
3 days ago
Traut Personnel Cape Town, South Africa**My client has an opportunity for a skilled Retail Planner to use the latest merchandise systems to effectively trade product. Drawing on your well-honed Retail Fashion planning skills, your role will be to develop, implement and control all aspects of merchandise planning to en ...
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Functional Planner
5 days ago
Initiate international Cape Town, South AfricaWe have an exciting **job** opportunity for a **Functional Planner** to join an internationally leading company in the field of Health Care at their offices in **Cape Town**. You will design responsibility for all design trades and design activities in the pre-project phase. If y ...
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Planner (Remote)
5 days ago
Latitude Resource Cape Town, South AfricaAn established and rapidly expanding local and international apparel and fashion business is seeking to permanently employ an Planner at the Cape Town office, or Remotely. This is an excellent opportunity to work with established and international fashion and apparel brands · **O ...
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Functional Planner
5 days ago
Initiate International Cape Town, South AfricaWe have an exciting **job** opportunity for a **Functional Planner** to join an internationally leading company in the field of Health Care at their offices in **Cape Town**. You will design responsibility for all design trades and design activities in the pre-project phase. If y ...
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Supply Planner
3 days ago
PSM Personnel Cape Town, South AfricaSupply Planner Supply Chain · Cape Town South-Western Cape ~ Cape Town North-Western Cape · Employees are the most important asset for our client whose goal is to attract, develop and retain the best talent mix while focusing on their purpose of caring for life. This is a company ...
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Merchandise Planner
4 days ago
RPO Recruitment Cape Town, South AfricaRPO Recruitment, a leading recruitment agency, is currently seeking a skilled and experienced Merchandise Planner to join a reputable manufacturing company in their supply chain division. · **Responsibilities**: · - Develop and maintain merchandise planning strategies and process ...
Para Planner - Claremont, Western Cape, South Africa - The Recruitment Council
Description
Are you a skilled Senior Paraplanner seeking new challenges and growth opportunities? Our client, who is a prominent Financial Services company, has an exceptional position available as a Senior Paraplanner. You will need to provide specialist technical input to Wealth Managers and prepare asset allocation reports, proposals and financial needs analyzes to both prospective and existing clients of the business.
Proposals and reporting for clients and prospects.
Technical expertise:
Experience:
Education: