Para Planner
Hire ResolvePretoria, ZA21 hours ago
Job descriptionWe are seeking a dedicated and detail-oriented Paraplanner to join our Wealth Planning division. The successful candidate will play a key role in supporting Wealth Planners and Financial Advisors by preparing comprehensive financial, estate, and risk analyses that help clients achieve their long-term financial goals. This role offers the opportunity to apply strong analytical and technical skills in a professional environment, contributing directly to high-quality financial planning outcomes. Consolidate and summarize client policies and investments. Prepare financial and tax calculations, including estate and risk analyses. Assess clients’ capital and income needs in the event of death, disability, illness, or retirement. Identify appropriate investment vehicles and structures to minimize estate duty and tax implications. Draft comprehensive estate and risk reports, including tax and financial annexures. Advise on suitable investment options and risk products. Liaise with internal and external stakeholders, including financial planners, brokers, and investment consultants. Ensure reports and proposals are completed within three business days. Monitor relevant legislation impacting estate planning. Bachelor’s degree in Finance, Accounting, or Investment Management (essential). Postgraduate Diploma in Financial Planning (CFP) and / or Advanced Diploma in Estate Planning (advantageous). Minimum of 1 year of estate planning experience. Advanced proficiency in Microsoft Excel and Word. Experience with financial planning software (e.g., Elite Wealth). Strong analytical, technical, and report-writing skills. Excellent attention to detail, accuracy, and time management. Self-driven, proactive, and a strong team player. Fluent in English and Afrikaans. Accounting / Financial Services jobs
Job title : Para Planner
Job Location : Gauteng, Pretoria
Deadline : November 27, 2025
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Planner • Pretoria, ZA
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