Service Advisor (Paraplanner)

Recruiter:

Pillango Placements

Job Ref:

PTA003750/GS

Date posted:

Monday, June 22, 2026

Location:

PTA - East, South Africa

Salary:

15000 Monthly

SUMMARY:
If you are a Financial Planning graduate and keen to advance your career in a multi-award-winning FSP, then this position is ideal for you! This position is based in Pretoria East.

POSITION INFO:
The Service Advisor (Jnr Paraplanner) will assist in the preparation and construction of financial plans for top tier clients under the supervision of one of South Africa's top Financial Planners who has published several books on the subject.

This role forms a critical part of the advice process, providing structured technical, administrative, and client service support to Financial Advisers. The successful candidate will contribute to delivering a high-quality client experience while ensuring that all processes and documentation meet regulatory and internal governance requirements.

Key Responsibilities

Provide technical and administrative support to Financial Advisers
Prepare financial planning and investment documentation for review
Maintain accurate, complete, and audit-ready client records
Liaise with clients, product providers, and internal stakeholders
Assist with implementation and follow-up of financial planning recommendations
Support client meetings, scheduling, and ongoing servicing
Ensure strict adherence to FAIS, FICA, and internal compliance standards

Minimum Requirements

A relevant financial planning qualification
Must be committed to enrolling for and completing the Certified Financial Planner (CFP®) designation
Previous experience in a financial services or advisory support role will be advantageous

Skills and Qualities Required

Client Interaction & Communication
Technical & Administrative Skills
Compliance & Risk Awareness
Computer literate with an excellent command of Excel.
Fluent in both English and Afrikaans
Own car with driver's license.

Behavioural Qualities

Professional, reliable, and self-motivated
Ability to work in a structured, process-driven environment
Team-oriented with a service-driven mindset
Willingness to learn, grow, and develop within the financial planning profession

Salary

The salary is open for discussion and will be market related in line with your qualifications, skills and experience.

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