Paraplanner

SUMMARY:
Paraplanner
Our client is currently seeking an experienced Paraplanner to provide comprehensive technical and administrative support to the Director. This role is dedicated exclusively to servicing an established client base, with no business development responsibilities. The successful candidate will play a pivotal role in supporting the end-to-end financial planning process, including portfolio management assistance, compliance-driven administration, and ongoing client relationship support. The position is based in Irene, Pretoria, and requires travel to client meetings as part of the servicing function.

POSITION INFO:
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 structuring
• Risk products (life, disability, income protection, short-term insurance)
• Retirement planning and wealth management strategies
• Financial needs analysis and compliance processes
• Computer literacy: Microsoft Office Suite and CRM systems.
• Valid Driver’s License and own reliable vehicle (essential due to role’s travel requirements).
• Strong analytical, administrative, and organisational skills.
• Excellent written and verbal communication skills.

• 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.