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Results for draft in "draft", Full-Time in Jobs in Pretoria / Tshwane in Pretoria / Tshwane
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An established company within the financial sector is seeking to hire a highly skilled and experienced Paraplanner to join their team. This is an excellent opportunity for an individual with strong analytical skills and the ability to liaise with stakeohlders. Education:A financial qualification is essential (e.g. B Com finance, accounting, investment management);A Post Graduate diploma in Financial Planning (CFP) would be advantageous;An Advanced diploma in Estate Planning would be advantageous.Experience Required:More than 1 year Estate Planning experienceKnowledge:Proficiency in Microsoft Windows, with advanced skills in Excel;Experience with Elite Wealth.Skills:Proficient in English and Afrikaans;Excellent report writing skills (written communication skills);Attention to detail / accuracy;Analytical / technical will enable you to execute the following duties:Responsibilities:Consolidate and summarize all policies and investments.Prepare required financial calculations.Highlight the tax implications in the event of death or on risk benefits.Prepare comprehensive estate and risk analyses.Identify appropriate investment vehicles and structures to minimize estate duty.Assess the clients capital and income needs in the event of death, disability, severe illness, or retirement.Determine potential capital and income shortfalls.Analyse the clients estate and current investments, and recommend suitable investment vehicles.People:Liaise closely with all stakeholders (i.e. Wealth Planners / Financial Advisors, External brokers, Investment Consultants from Life and Asset Management Companies)Administration:Advise Wealth Planners on investment options and tax implications at death.Draft reports, including tax implications, calculations, estate plans, and annexures as instructed by the Wealth Planner.Provide additional assistance to Wealth Planners after the presentation of reports, when necessary.Recommend suitable products and investment structures.Monitor and track relevant legislation applicable to estate planning.Prepare ad hoc risk cover reports when requested by the Wealth Planner.Process:3 Business days lead time in preparation of investment reports / proposals for Financial Advisors
https://www.jobplacements.com/Jobs/P/PARAPLANNER-PRETORIA-1262191-Job-Search-2-13-2026-5-16-01-AM.asp?sid=gumtree
4d
Job Placements
1
Role OverviewThe Executive Assistant will provide high-level, and confidential support to the Director. This role requires exceptional organisational ability, sound judgment, proactive problem-solving, and the capacity to operate independently. The Executive Assistant will act as a trusted gatekeeper, coordinator, and operational partner. Key ResponsibilitiesProvide executive-level diary and time management, including scheduling, prioritising, and optimising daily activities.Manage all travel arrangements end-to-end, including flights, accommodation, visas, itineraries, and travel documentation.Screen, prioritise, and manage all incoming communication (emails, messages, calls), ensuring urgent and strategic matters are addressed timeously.Act as a liaison between the Director and internal / external stakeholders.Prepare, draft, proofread, and edit high-level correspondence, reports, presentations, and board-related documentation.Maintain a secure, highly organised digital filing and document management system.Track and reconcile executive expensesCoordinate executive meetings, board meetings, and key events, including agendas, venues, logistics, and follow-ups.Manage sensitive, confidential, and commercially sensitive information with absolute discretion.Anticipate future needs, manage risks, and proactively address potential challenges.Provide administrative and operational support on an ad-hoc basis across both business and personal matters.Essential Skills and QualificationsProven experience in Executive Assistant or Personal Assistant.Exceptional organisational, planning, and prioritisation skills.High digital literacy and confidence across cloud-based platforms, productivity tools, and communication systems.Strong written and verbal communication skills at executive and board level.Outstanding problem-solving and decision-making ability.High levels of emotional intelligence, professionalism, and judgment.Ability to work independently across multiple priorities.Flexibility to work remotely with availability when required.Personal AttributesHighly professional, calm, and resilient under pressure.Proactive, solution-driven, and detail-oriented.Trustworthy, loyal, and discrete.Adaptable, flexible, and resourceful.Strong alignment with company values of integrity, excellence, and client service.Reporting StructureThis position reports directly to the Director in a highly trusted, one-on-one working relationship.Compensation and BenefitsFlexible, part-time or full-time structure (depending on suitability).https://www.jobplacements.com/Jobs/E/Executive-Assistant-1251633-Job-Search-02-12-2026-00-00-00-AM.asp?sid=gumtree
5d
Job Placements
1
1
A well established law firm is urgently seeking a Conveyancing Secretary with 35 years experience. Experience within Investec-linked conveyancing matters will be highly advantageous; however, candidates with solid conveyancing experience will also be considered.The successful candidate will provide comprehensive secretarial and administrative support to the conveyancing department, ensuring the smooth handling of property transactions from instruction to registration Minimum requirements: 35 years proven experience as a Conveyancing Secretary in BondsSolid knowledge of conveyancing processes and documentationExperience with Investec-related conveyancing (advantageous but not essential)Proficiency in conveyancing systems (e.g. GhostConvey, Lexis Convey, or similar)Strong typing and document preparation skillsHigh attention to detail and accuracyAbility to work under pressure and meet strict deadlinesExcellent communication and organisational skillsKey Responsibilities / DutiesManaging full conveyancing files from opening to registrationDrafting and preparing conveyancing documents and correspondenceLiaising with clients, estate agents, banks, deeds offices, and municipalitiesRequesting and following up on guarantees and FICA documentationPreparing transfer, bond, and cancellation documentsDiary management and monitoring key deadlinesLodgement and registration follow-ups with the Deeds OfficeHandling telephone and email correspondence professionallyMaintaining accurate filing systems (manual and electronic)Ensuring compliance with legal and regulatory requirementsConsultant: Chante Pienaar - Dante Personnel Pretoria Faerie Glen
https://www.jobplacements.com/Jobs/C/Conveyancing-Secretary-Bonds-1251220-Job-Search-02-02-2026-00-00-00-AM.asp?sid=gumtree
15d
Job Placements
1
1
Minimum requirements: Admitted Attorney0-1 Year Post admissions experienceMust have gained experience in Insolvencies during articlesExcellent verbal and written communication skills in EnglishAttention to detail and strong drafting skillsAction relevant litigation and/or commercial instructions in the commercial disputes and insolvencyAchieve their own revenueManage client relationships with guidance from their directAssist with providing legal (on-the-job) training/or guidance for other junior colleagues (i.e. Candidate Attorneys)Invest in your own personal development which include keeping up to date with the latest legislations and other regulatory materialConsultant: Celia Armstrong - Dante Personnel Pretoria Faerie Glen
https://www.jobplacements.com/Jobs/J/JUNIOR-ASSOCIATE--COMMERCIAL-DISPUTES-AND-INSOL-1255549-Job-Search-01-25-2026-22-35-28-PM.asp?sid=gumtree
22d
Job Placements
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Our client is looking for a Paraplanner within the financial sector.Key ResponsibilitiesClient Case Preparation: Gather and analyse clients financial information, such as income, expenditure, assets, liabilities, insurance policies, and existing investments. Compile comprehensive files to ensure advisers are equipped with all necessary data before client meetings.Financial Research and Analysis: Conduct thorough research into financial products, investment opportunities, pensions, tax strategies, and market trends to support advisers in offering accurate, compliant, and relevant advice.Report Writing: Draft detailed suitability reports, investment proposals, and financial plans that clearly communicate solutions and recommendations tailored to individual client needs.Compliance and Regulatory Support: Ensure all documentation and processes adhere to industry regulations, company policies, and best practices. Maintain up-to-date knowledge of relevant legal and regulatory changes.Administrative Assistance: Support advisers with a range of administrative duties, including the preparation of meeting packs, updating client records, and processing new business applications.Ongoing Client Service: Assist in the ongoing review and maintenance of client portfolios, including performance monitoring, rebalancing recommendations, and responding to client queries.Collaboration: Work closely with financial planners, compliance teams, product providers, and clients to facilitate the seamless delivery of financial advice and solutions.Continuous Learning: Pursue professional development opportunities to remain current with evolving financial regulations, products, and best practices within the sector.Qualifications and SkillsEducational Background: Minimum requirement is a bachelors degree in finance, business administration, economics, accounting, or a related field. Postgraduate qualifications or industry certifications (such as a Diploma in Financial Planning or CFP® designation) are highly regarded.Technical Expertise: Proficiency in Microsoft Office Suite, financial planning software, and CRM systems. Strong understanding of investment vehicles, tax planning, pensions, insurance, and regulatory requirements.Analytical Thinking: Ability to interpret complex financial data, identify trends, and draw meaningful conclusions to support client recommendations.Attention to Detail: Precision in data analysis, report writing, and compliance documentation is essential for mitigating risk and ensuring the highest standards of client service.Communication Skills: Excellent written and verbal communication skills to effectively translate complex financial concepts into easily understood language for both colleagues and clients.Organisational Ability: Strong organisational and time management skills, with the cap
https://www.jobplacements.com/Jobs/P/Paraplanner-1260077-Job-Search-2-6-2026-12-11-07-PM.asp?sid=gumtree
10d
Job Placements
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Education and Qualification RequirementsMinimum education (essential)MatricDegree in Human Resource Management, IOP or similarMinimum applicable experience (years) 2 - 4 yearsRequired nature of experience Screening of candidates either telephonically or virtuallyInterviewing candidatesConducting verifications checks Skills and Knowledge (essential)Excellent written and verbal communication skillsOrganised and focusedStrong interviewing skills.Experience working on various recruitment platforms such as PNet, Careers24, LinkedIn.Experience working on applicant tracking systems such as Placement Partner or similar.Skills and Knowledge (desirable)MS SuitePnet, Careers 24, Jobmail, Executive Placements and Placement Partner.Fluent in English and Afrikaans.Valid drivers license and roadworthy vehicle.Key performance areasDraft recruitment proposal for clientsLiaise with clients to determine accurate job descriptions.Conduct salary benchmarkingDesign advertisements for vacanciesAdvertise vacancies on numerous recruiting platforms and social media.Utilise different recruiting platforms to source candidates according to job specifications.Screen candidates telephonicallyCompile interview guides.Schedule, attend and conduct interviews.Conduct background checks via MIE i.e. reference, credit, criminal and qualification verification checksUpdate positions recruitment progress on MS Planner.RemunerationMarket-related
https://www.jobplacements.com/Jobs/R/Recruitment-Consultant-1237373-Job-Search-01-28-2026-00-00-00-AM.asp?sid=gumtree
20d
Job Placements
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