Paraplanner

SUMMARY:
Paraplanner
Pretoria East 
R20,000 - R23,000 CTC (Depending on Experience)

POSITION INFO:
Minimum requirements:

• Previous experience within the financial services industry/ Diploma in Financial Planning, Financial Services, or a related field with Relevant administrative experience 
• Good understanding of financial products, client documentation, and compliance requirements
• Strong organisational skills and attention to detail
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office, particularly Excel and Outlook
• Ability to manage multiple tasks, meet deadlines, and work independently as well as within a team

• Provide administrative and technical support to financial planners and advisors
• Prepare, review, and maintain client documentation and financial records
• Ensure client files and documentation are accurate, complete, and up to date
• Assist with compliance, recordkeeping, and regulatory administration
• Maintain client databases and ensure information is captured accurately