Paarl: Junior Paraplanner (Graduate) posted by Helderberg Personnel

March 2, 2026 Jobs in Cape Winelands

Helderberg Personnel

Western Cape

Other Insurance

Job Description

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

Client Service & Relationship Support

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

Administration & Team Support

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

Minimum Requirements

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.

Advantageous (Not Required)

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.

Competencies

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

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Development Path (Recommended)

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

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Other Insurance Jobs in Western Cape

The Other Insurance (OI) industry in the Western Cape is part of the broader insurance sector, which has experienced steady growth in recent years due to increasing demand for risk management solutions. Typically, OI roles are sought after by professionals who can provide specialist underwriting and claims handling services to insurers. Generally, these jobs require strong analytical skills and a deep understanding of insurance products and policies.

Salaries for Other Insurance professionals in the Western Cape vary widely depending on factors such as experience, company size, and industry sector. Broadly speaking, salaries typically fall within the R500 000 – R1 200 000 per annum range, although actual figures can be higher or lower, depending on individual circumstances. It’s worth noting that salaries can also vary significantly between smaller independent agents and larger multinational insurers.

Common skills for Other Insurance roles include strong analytical and problem-solving abilities, excellent communication and interpersonal skills, a solid understanding of insurance laws and regulations, and the ability to work effectively in a team environment. Other essential skills may include proficiency in software applications such as policy administration systems or claims handling tools. Generally, professionals with experience in financial services, law, or other related fields can bring valuable skills and expertise to OI roles.

Industry sectors that commonly employ Other Insurance professionals include the financial services sector, technology industry, and manufacturing sector. These industries often require specialized insurance products and underwriting expertise to mitigate risks and protect assets. In addition to these sectors, the healthcare and construction industries are also significant users of OI services.

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Career development opportunities for Other Insurance professionals in the Western Cape are generally strong, with many companies offering training and development programs to enhance skills and knowledge. Typically, career progression involves taking on more senior roles within an organization or seeking opportunities in related fields such as underwriting, claims handling, or risk management. With experience and expertise, OI professionals can also consider starting their own independent agencies or consulting practices.

This information provides general career guidance. Actual salaries and requirements vary by employer.

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