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Results for jobs for retired persons in "jobs for retired persons" in South Africa in South Africa
1
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Overview: Our client is a growing holistic independent financial planning business, dedicated to helping clients achieve long-term financial security through tailored advice and comprehensive financial planning. They specialize in investment management, retirement, and estate planning, providing personalized solutions that align with each client’s unique financial goals.The para-planner will play a crucial role in supporting the Financial Advisors with, but not limited to, technical financial planning analysis, preparing client reviews, preparing financial plans and recommendations, assisting with client Wills and estates, ensuring all compliance requirements are met. They will also assist with portfolio management, risk assessments, and expected to stay up to date on industry trends and regulations. The para-planner will work closely with the financial advisors to ensure clients receive high-quality financial advice and service.Responsibilities:Draft and send client agenda’s, generate review reports, capture and draft meeting notes, assign or implement action items through to completionComplete work requests, including the preparation of written Records of Advice, technical calculations, and technical advice for Wealth Managers/Advisors as per company policies and proceduresWork closely with attorneys that draw up clients wills and oversee the estate administrators and keep an updated record of the estate status, and report back to the financial advisor and clientReview and update financial information on Elite Wealth as necessaryParticipate in the development of paraplanning policies and proceduresParticipate in assigned projects the firm implementsAssist in improving, developing, and delivering services offered to clientsPlan for upcoming reviews and set up weekly catch-up meetings with the advisorProvide regular feedback to advisors regarding workflowsKnowledge of compliance requirements for FAIS/FICA, etc.Requirements:Tertiary qualification and preferably Post Grad Diploma in Financial PlanningRegulatory examination RE1 or RE5 is advantageousCertified Financial Planner CFP® is advantageousStrong analytical and problem-solving skillsExcellent written and verbal communication skillsProficient in Microsoft Office Suite, specifically Excel
https://www.jobplacements.com/Jobs/P/Paraplanner-Fish-Hoek-1267971-Job-Search-03-03-2026-05-00-15-AM.asp?sid=gumtree
9d
Job Placements
1
12
CURRICULUM VITAE
Personal Details
Full Name: Chris Eden Molefe
Nationality: South African
Phone: 082 407 5753
Email: edenchrisloejess@gmail.com
Address: Durban CBD, South Africa
Drivers Licence: Learners Licence
Professional Profile
Experienced and reliable electrician with over 9 years of practical experience (since 2016) in electrical installations and maintenance. Skilled in single-phase and three-phase electrical installations, fault finding, wiring, and distribution board work. Able to work independently or as part of a team and committed to safe and quality workmanship.
Skills
Single-phase electrical installations
Three-phase electrical installations
Distribution board wiring and upgrades
Electrical fault finding
House wiring installations
Cable installation and routing
Plug and switch installation
LED light installations
Electrical maintenance
Testing electrical systems
Conduit and trunking installation
Power point installation
Electrical repairs
Use of electrical tools and testers
Work Experience
Electrician
Self-Employed / Contract Work
2016 Present
Duties:
Installation of single-phase and three-phase electrical systems
Distribution board installation and upgrades
House wiring and rewiring
Electrical fault finding and repairs
Installation of plugs, switches and lights
Cable running and conduit installation
Electrical testing and maintenance
Installation of LED lighting
General electrical repairs
Education
Matric (Grade 12)
Zimbabwe
Electrical Training
Zimbabwe
Languages
English
References
Available on request
15d
1
Minimum Requirements:Minimum 3 years experience within a regulated financial services environment.Proven experience in an F&I (Finance & Insurance) advisory or support role.Relevant qualification in Financial Planning, Wealth Management, or related field.RE1 and RE5 certifications (advantageous).Strong working knowledge of:Investments and portfolio structuringRisk products (life, disability, income protection, short-term insurance)Retirement planning and wealth management strategiesFinancial needs analysis and compliance processesComputer literacy: Microsoft Office Suite and CRM systems.Valid Drivers License and own reliable vehicle (essential due to roles travel requirements).Strong analytical, administrative, and organisational skills.Excellent written and verbal communication skills. Roles and Responsibilities:Provide technical and administrative support to the Director.Prepare comprehensive financial needs analyses and client review documentation.Draft and assist in implementing financial plans aligned to client objectives.Compile investment, risk, and portfolio review proposals.Support F&I-related structuring of insurance and investment solutions.Liaise with product providers, insurers, and internal stakeholders.Ensure full compliance with FAIS and regulatory requirements.Maintain accurate and up-to-date client records and documentation.Assist in conducting portfolio reviews and servicing existing client relationships.Travel to attend client meetings and support relationship management initiatives.Closing Date:Submissions for this vacancy will close on 27 February 2026, however you will still have the opportunity to submit your CV for this position till 21 March 2026.Please Note:Thank you for submitting your CV to Marvel Placement Consultants. We value your submission, and we try our utmost best to get back to each applicant. However, should your application be successful, we will be in contact with you. Should you not hear from us within two weeks of application, please consider your application unsuccessful. We are, however, recruitment specialists and will keep your details on our database for possible future opportunities.PoPI Act:Please note that Marvel Placement Consultants adhere to the POPI Act (Act No. 4 of 2013: Protection of Personal Information Act, 2013). Section 9 of PoPI states that Personal Information may only be processed if, given the purpose for which it is processed, it is adequate, relevant and not excessive.
https://www.jobplacements.com/Jobs/P/Paraplanner-1264558-Job-Search-02-20-2026-04-25-47-AM.asp?sid=gumtree
20d
Job Placements
1
1
2
1
Our client, with a national footprint, requires someone who can fulfil the position of Senior Wealth Assistant. Your:Formal Education:MatricNQF 5 & 6 would be advantageous (In Wealth Management)Experience:5+ years experience in the investment financial services industry is essential3+ Experience in the broker support environment is essentialCompetencies:Proficient in English and Afrikaans (read, write, speak)Competent on service providers website functionalities (Investment and risk service providers)Service provider products (Investment and risk platforms)will enable you to:Processing new business for new and existing clients:Ensure all documentation and information is prepared in accordance to company policiesFollow up on outstanding/incomplete client business and consult with/remind the Wealth Manager/AdvisorHandling of retirement claims, mainly focusing on Public sector funds.Section 14 & Section 37 transfersAssist with Whole Life Cover, Keyman Insurance and Buy and Sell Insurance applications.Facilitate the Transfer from Living Annuity to Life Annuity processServicing of existing clients:Assist with the review of clients Wills in consultation with the Wealth Manager/AdvisorMake payments on behalf of clients through the Investec corporate saver accountAttend to client complaints and enquiries in consultation with Wealth Manager/AdvisorGeneral Administration:Ensure that client documentation is in compliance with FICA & FAIS legislationRecording of client interaction and updating of client records upon completion of interactionMaintain client record and database according to company policiesAttend to Death Claim processes and documentationCorrect and timeous completion and submission of Fee Forms as well as all internal documentation as per company policyAssistance with Wealth Special Projects on ad-hoc basisActively building relationships with clients via telephone, in person and via email.Proactively managing tasks and ensure that all instructions are attended to in an efficient way.
https://www.jobplacements.com/Jobs/S/SENIOR-WEALTH-ASSISTANT-1203407-Job-Search-7-16-2025-2-24-49-AM.asp?sid=gumtree
8mo
Job Placements
1
Support our advisory team by preparing accurate, insightful financial plans and helping deliver an exceptional client experience.Why join this team?Contribute to a client‑centric environment focused on holistic financial planningWork closely with experienced financial advisors in an established, professional settingBe part of a team dedicated to delivering high‑quality, personalized financial solutionsGain exposure across life insurance, investments, retirement, and estate planningWhat you will be doing: Financial Plan PreparationGather and organise client data (income, assets, liabilities, insurance)Update policy documents and perform relevant downloadsDraft comprehensive financial plans across multiple product providersPrepare comparisons for existing and proposed Life, Investment, and Dreaded Disease productsResearch & AnalysisConduct research on market trends, investment options, tax implications, and insurance structuresModel financial scenarios and projections to support sound client decisionsCompliance & DocumentationEnsure all advice complies with regulatory standards and internal processesMaintain accurate, complete client files and supporting documentationAdvisor SupportCollaborate closely with financial advisors and business development managersPrepare professional reports, presentations, and recommendations for client meetingsClient Relationship ManagementAssist with ongoing client reviews and portfolio updatesIdentify client risks, opportunities, and areas for financial improvementWhat we are looking for:Strong analytical and financial planning skillsTechnical understanding of insurance, investments, tax, and retirement planningProficiency in financial planning tools, CRM systems, and Microsoft OfficeExperience with Workpool and Atwork is advantageousExcellent report‑writing and communication skillsStrong organisational ability and attention to detailBachelors degree in Financial Planning, Finance, or related field is advantageousPrior experience in a paraplanning or financial advisory support role is essentialBenefits and unique aspects: Opportunities to work with a diverse range of financial products and providersExposure to comprehensive financial planning across multiple disciplinesCollaborative, supportive team environment If you havent heard back from us within two weeks of submitting your application, unfortunately your application has not been successful this ti
https://www.jobplacements.com/Jobs/P/Paraplanner-1260816-Job-Search-2-10-2026-2-07-34-AM.asp?sid=gumtree
1mo
Job Placements
2
Applications
for enthusiastic, responsible and motivated persons are now open for this
exciting position in the beautiful seaside town of Gansbaai.We are an
intimate boutique style home (for the elderly) with only a few residents. Candidate must be registered at SANC Thorough knowledge of control of dispensing
scheduled medication Strong leadership qualities and must be able
to work as part of a team. Must be responsible and highly motivated.
Ideal for someone who are starting their
career in Nursing or for someone who has retired, but would like to return to
the profession (with less hours and restrictions)
1y
VERIFIED
Applications for enthusiastic, responsible and motivated persons are now open for this exciting position in the beautiful seaside town of Gansbaai.We are an intimate boutique style home (for the elderly) with only a few residents. Candidate must be registered at SANCThorough knowledge of control of dispensing scheduled medicationStrong leadership qualities and must be able to work as part of a team.Must be responsible and highly motivated.Ideal for someone who are starting their career in Nursing or for someone who has retired, but would like to return to the profession (with less hours and restrictions)If you are interested in this position, please e-mail us your CV with a short cover letter.
1y
VERIFIED
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