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SUPPORT CONSULTANT/PARAPLANNER - MIDSTREAM (3925 EW PARA)

Overview

Reference
3925 EW PARA

Salary
ZAR/month

Job Location
- South Africa -- Tshwane Metro -- Centurion

Job Type
Permanent

Posted
20 June 2025

Closing date
30 Jun 2025 21:59


A well know leader in the financial industry got a Paraplanner position available:

DUTIES:

  • Summarize client portfolio reports.
  • Analyze investment income sustainability using mechanisms such as cashflow analysis.
  • Analyze investment & risk solutions relative to client needs & objectives to address shortfalls and manage risk.
  • Quantify estate liquidity requirements.
  • Identify appropriate investment vehicle and structure.
  • Identify, analyze and compare investment data (risk, asset classes, sector allocation etc).
  • Research investment portfolios and investment performance and provide recommendations on appropriate investment solutions.
  • Compile proposals for new and existing clients.
  • Keeping abreast of the changing tax and legal environment.
  • Maintain and develop client relationships.

SKILLS:

  • Dependable
  • Excellent communication skills, verbal and written
  • Attention to detail
  • Ability to think out of the box
  • Follow oral and written instructions
  • Must be proficient in English and Afrikaans

EDUCATION AND EXPERIENCE:

  • Formal Education, Matric
  • Tertiary qualification - Degree in Financial Planning / Financial Field is advantageous
  • Preference will be given to candidates with CFP or studying towards becoming a CFP
  • Two years experience in a financial planning environment


Contact information

Christo van der Merwe