- The Paraplanner is required to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business Development Manager when necessary.
- The Paraplanner takes responsibility for preparing of client data, data integration, financial plan preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records of advice, and ensuring compliance with the Company's Endorsed Advice process (preferred advice process).
- The Paraplanner is employed to operate within the Company's preferred Advice methodology and tool sets only
- Must pass the company Paraplanner Competency test
- 4-5 years in the financial services industry.
- Relevant tertiary education or courses.
- Exposure to financial planning.
- Financial Services Industry
- Understanding of FAIS and FICA legislation
- Financial planning fundamentals and product knowledge
-
Family Office Analyst
Found in: beBee Professionals ZA - 13 hours ago
beBee Professionals Durban, South Africa Investment Bankers FreelancebeBee Professionals is looking for a Family Office Analyst to join our team in Durban. · The successful candidate will be responsible for providing financial analysis and support to the family office. This includes providing financial advice, developing and implementing financial ...
-
Event Program Manager
Found in: beBee Professionals ZA - 13 hours ago
beBee Professionals is looking for an experienced Event Program Manager to join our team in Durban. The successful candidate will be responsible for the planning, coordination, and execution of events and programs. · The ideal candidate should have a minimum of 5 years of experie ...
-
Debt Advisory Banker
Found in: beBee Professionals ZA - 13 hours ago
beBee Professionals Durban, South Africa Investment Bankers FreelancebeBee Professionals is looking for a Debt Advisory Banker to join our team in Durban. · The successful candidate will be responsible for providing debt advisory services to clients, including debt restructuring, refinancing, and capital raising. The ideal candidate should have a ...
-
Hospitality Internal Auditor
Found in: beBee Professionals ZA - 13 hours ago
BeBee Professionals is looking for a Hospitality Internal Auditor to join our team in Durban. · The successful candidate will be responsible for conducting internal audits of hospitality operations, including financial, operational, and compliance audits. The Internal Auditor wil ...
-
Festival Coordinator
Found in: beBee Professionals ZA - 13 hours ago
Job Offer: Festival Coordinator · beBee Professionals is looking for a Festival Coordinator to join our team in Durban. The successful candidate will be responsible for the planning and execution of our annual festival. · Requirements: · • Bachelor's degree in event management, m ...
-
Financial Planning Partner Assistant
Found in: Talent ZA 2A C2 - 2 days ago
Headhunters Hillcrest, South AfricaRequirements:2-3 years in the financial services industry required. · Relevant tertiary education or courses. · Financial Services Industry. · Understanding of FAIS and FICA legislation. · Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint. · Experienc ...
-
chief financial officer – ca
Found in: Executive Placements ZA C2 - 4 days ago
Gerald Lilian Executive Appointments (GLEA) Durban, South AfricaBased Durban. Join Subsidiary of dynamic, entrepreneurial and rapidly expanding global and professional Services Group that provides a wide range of digitally enabled business services. This vacancy exists in one of the Subsidiaries with the business focussed on the international ...
-
Financial Manager
Found in: Executive Placements ZA C2 - 3 days ago
Carlysle Human Capital Durban, South AfricaKey Responsibilities: · Financial Strategy and Planning: · Develop and implement the organization's financial strategy and long-term financial planning. · Provide financial insights and guidance to the executive team and the board of directors. · Assess the financial health of t ...
-
Wealth Manager
Found in: Executive Placements ZA C2 - 3 days ago
The Recruitment Council Durban, South AfricaAre you a seasoned Wealth Manager with a passion for shaping financial destinies? An exciting opportunity awaits you with a prestigious Bank. Our client has been engaging with experienced Wealth Managers, regarding the possibility of joining their business. · Qualifications and E ...
-
Group Financial Director CA(SA)
Found in: Executive Placements ZA C2 - 2 days ago
Frogg Recruitment SA Durban, South AfricaGroup Financial Director CA(SA) Durban West Kwazulu-Natal · Our client in the Durban West Area is looking for a Group Financial Director with 7 years plus post-CA (SA) experience coming from the Manufacturing industry. Must be a Qualified CA or Chartered Accountant CA(SA). · Min ...
-
Financial Advisors
Found in: Job Placements ZA C2 - 2 days ago
Micah Govender Developments Durban, South AfricaBusiness Description: · Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. · Comp ...
-
Financial Advisor
Found in: Job Placements ZA C2 - 2 days ago
Micah Govender Developments Durban, South AfricaPersonal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. · Company is looking for exper ...
-
Salaried Financial Advisor
Found in: Job Placements ZA C2 - 2 days ago
Micah Govender Developments Durban, South AfricaDepartment & Region: Kwa-Zulu Natal / Gauteng · Company is looking for experienced life and investment financial advisors to be based in its Kwa-Zulu Natal / Gauteng. · Company offers the following: · ü Provision of office space and full infrastructure for financial advisors · ü ...
-
Financial and Admin Manager
Found in: Job Placements ZA C2 - 3 days ago
HR Genie Durban, South AfricaWe are looking for a passionate Financial and Admin Manager for our manufacturing client based in Durban, South. Please keep reading if you have at least 8 years in the capacity of Financial Manager in a manufactory environment with A BCom in Accounting. If you are proficient in ...
-
Financial Advisor
Found in: Job Placements ZA C2 - 3 days ago
Micah Govender Developments Durban, South AfricaJob Description · Business Description: · Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche finan ...
-
Discovery Financial Advisors
Found in: Job Placements ZA C2 - 13 hours ago
Micah Govender Developments Durban, South AfricaBusiness Description: · Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. · Comp ...
-
Insurance Sales Agents
Found in: Job Placements ZA C2 - 2 days ago
Micah Govender Developments Durban, South AfricaOutput/Core Tasks: · ü Establish long-term relationships with clients · ü Financial planning for clients · ü Focus on identifying client needs and then offer suitable financial solutions · ü Provide excellent service orientation and frequent contact with clients · Requirements: · ...
-
Senior Tax Accountant
Found in: Talent ZA C2 - 5 days ago
Pro-Match Recruitment Durban, South Africa Full timePosition: Senior Tax Accountant · Company: · A prominent organization located in Durban is seeking a proficient Tax Accountant to join their dynamic financial team. · Responsibilities: · Prepare and file tax returns for individuals, businesses, and organizations. · Stay updated o ...
-
Discovery Financial Advisors
Found in: Job Placements ZA C2 - 3 days ago
Micah Govender Developments Durban, South AfricaCompany is looking for experienced life and investment financial advisors to be based in Umhlanga. · Company offers the following: · ü Provision of office space and full infrastructure for financial advisors · ü Full suite of administration services, i.e. new business finalisatio ...
-
Brand Sales Manager
Found in: Executive Placements ZA C2 - 5 days ago
Armstrong Appointments Durban, South AfricaMain job function · The brand champion and key accounts expert while ensuring brand integrity in all respects. Plans. Implements, and executes, successful consumer and trade marketing programs. (Including brand strategic planning, market positioning, pricing, promotion, advertis ...
ParaPlanner - Financial Planning - Durban, South Africa - PikUniq
Description
Attention:
Please note that the hiring team responsible for this position will be using the PikUniq platform for candidate screening and conducting one-way interviews.
Each application received will be carefully evaluated and screened. Further information on how to get started will be provided. We are looking forward to receiving your application.Position:
ParaPlanner –
Financial Planning Location:
Kloof, Durban About the role: The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients
Responsibilities:
Minimum requirements:
Remuneration:
R20 000 – R25 000