Junior Paraplanner (Graduate)

SUMMARY:
Paarl - This is an opportunity to join a well-established family office that is growing rapidly. We are looking for a recent graduate to join our team as a Junior Paraplanner, providing administrative and entry-level paraplanning support to Financial Advisers.
You will be allocated a small portfolio of clients and will assist with client queries, processing transactions, maintaining records, and supporting the preparation of basic financial planning documentation — with guidance and mentorship from senior team members.

POSITION INFO:
Key Responsibilities
Paraplanning Support (Junior Level)

• Assist with compiling information needed for financial plans and risk recommendations
• Draft and format basic financial planning and/or risk documents based on adviser instructions and templates
• Support the preparation of Statement of Advice documentation (where required), using company templates and compliance guidelines
• Assist with customer portfolio review packs and reports by checking data accuracy and updating standard sections
• Help review customer risk cover information and gather updated details for adviser review

• Handle routine client enquiries professionally and escalate complex issues where needed
• Assist with quotations, new applications, and follow-ups with product providers
• Request, collect and capture policy and account information accurately
• Maintain client records and CRM notes to ensure information is complete and up to date

• Diary and appointment coordination (e.g., annual review preparation)
• Compile summaries of client information for adviser meetings
• Update CRM systems and assist with reporting (e.g., new business statistics)
• General admin support to advisers and the paraplanning team

• Completed BCom (Finance / Business Finance / Investments / Financial Planning / Economics / Financial Sciences / Investment Management or similar).
• Strong computer literacy (MS Office: Excel, Word, Outlook).
• Excellent written and spoken English, plus at least one other South African official language.
• Strong attention to detail and willingness to learn.

• RE5 passed (or willingness to work toward completing it within an agreed timeframe).
• Any internship/part-time experience in financial services, insurance, investments, or administration.

• Client-centric and professional
• Clear communication and strong interpersonal skills
• Organised and able to manage deadlines
• Good analytical and problem-solving ability
• High attention to detail
• Resilient and eager to learn and grow

• Growth toward CFP and/or a Postgraduate Diploma in Financial Planning.