Para Planner
Hire Resolve
Pretoria, Gauteng
Permanent
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Posted 23 October 2025 - Closing Date 31 October 2025

Job Details

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 apply strong analytical and technical skills in a professional environment, contributing directly to high-quality financial planning outcomes.

Responsibilities

  • 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.


Requirements 

  • 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.



Benefits
  • Salary: Based on experience and qualifications.

  • Contact Hire Resolve for your next career-changing move today

    • Apply for this role today, contact Gustav Vogel at Hire Resolve or on LinkedIn
    • You can also visit the Hire Resolve website: hireresolve.us or email us your CV: [email protected]
    • Please use "Para Planner" as your subject line when applying via email 

    We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future


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