Paraplanner

SUMMARY:
Our client is looking for a Paraplanner to join their team in Sandton

POSITION INFO:
Roles and Responsibilities
Financial Planning Support
Conduct research on investment, retirement, and insurance products.
Prepare financial needs analyses (FNA).
Draft client proposals, investment summaries, and retirement planning reports.
Analyse client portfolios and make recommendations based on suitability and compliance.
Report Writing & Administration
Prepare documentation for client meetings.
Ensure all paperwork, disclosures, and records are accurate and compliant.
Maintain up-to-date client files.
Technical & Product Expertise
Support Advisors with product comparisons, illustrations, and pricing.
Interpret policy documents, fund fact sheets, and investment platforms.
Client Service Support
Follow up on applications, underwriting, and claims processes.
Liaise with product providers and internal teams.
Respond to technical queries related to investment, life insurance, and employee benefits.
 
Minimum Requirements
Matric
Relevant Financial Planning / Finance / Investment qualification.
RE5
 
 
Experience:
Minimum 2–4 years in a Paraplanning or similar technical role.
Strong experience in Investments, Life Insurance, and/or Employee Benefits.
Experience with financial planning tools and platforms.
 
Skills & Competencies:
Strong financial analysis and numerical ability.
Excellent written communication and report-writing skills.
High attention to detail and accuracy.
Strong organisational and time-management skills.
Ability to work independently and meet deadlines.
Excellent client-focused attitude.
 
Personal Attributes:
Professional, reliable, and proactive.
Strong problem-solving ability.
Team-oriented with good interpersonal skills.
Confidential and ethical.
Employment Details
Employment Type:
Permanent Employment
Industry:
Not specified
Work space preference:
Work Onsite
Ideal work province:
Gauteng
Ideal work city:
Sandton
Salary bracket:
R 20000 - 40000
Drivers License:
CODE B (Car)
Own car needed:
Yes