Hire Resolve
Para Planner
Hire Resolve
Pretoria, Gauteng
Permanent
Posted 23 October 2025- Closing Date 31 October 2025
Job Details
Division
Finance
Minimum experience
Entry Level
Company primary industry
Financial Services
Job functional area
Finance
Job Description
We 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 strong analytical and technical skills in a proffesional environment, contributing directly to high-quality financial planning outcomes.
Responsibilities
Consolidate and summarise clients 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 of suitable investment options and risk products.
Liaise with internal and external stakeholders, including financial planners, brokers, and investment consultants.
Ensure reports and proposal are completed within three business days.
Monitor relevant legislation impacting estate planning.
Requirements:
Bachelor’s degree in Finance, Accounting, 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.
Experience with financial planning software (e.g. Elite Wealth).
Strong analytical, technical, and report-writing-skills.
Excellent to detail, accuracy, and time management.
Self-driven, proactive, and a strong team player.
Fluent in English and Afrikaans.
Benefits:
Salary: Based on experience and qualifications.
Contact Hire Resolve for your next career-change move today.
Apply for this role today, contact Gustave Vogel at Hire Resolve or on LinkedIn.
You can also email your CV:gustav.vogel@hireresolve.us
Please use “Para Planner” as your subject in line when applying via email. We will contact you telephonically in 3 days should you be suitable for this vacancy. If you not suitable we will put you CV on file and contact you regarding any future.
