Irene: Paraplanner

February 21, 2026 Jobs in Irene

Job Description

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 Drivers License and own reliable vehicle (essential due to roles travel requirements). Strong analytical, administrative, and organisational skills. Excellent written and verbal communication skills. Roles and Responsibilities: 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. Closing Date: Submissions for this vacancy will close on 27 February 2026, however you will still have the opportunity to submit your CV for this position till 21 March 2026. Please Note: Thank you for submitting your CV to Marvel Placement Consultants. We value your submission, and we try our utmost best to get back to each applicant. However, should your application be successful, we will be in contact with you. Should you not hear from us within two weeks of application, please consider your application unsuccessful. We are, however, recruitment specialists and will keep your details on our database for possible future opportunities. PoPI Act: Please note that Marvel Placement Consultants adhere to the POPI Act (Act No. 4 of 2013: Protection of Personal Information Act, 2013). Section 9 of PoPI states that “Personal Information may only be processed if, given the purpose for which it is processed, it is adequate, relevant and not excessive”.

View Job Pretoria: Production Manager / Technician or Engineer â Refrigeration Panel Manufacturing

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About Accounting / Finance Jobs in Pretoria

In Pretoria, the accounting and finance sector is typically driven by the need for professionals to provide financial expertise to various industries. The job market tends to be stable, with a steady demand for skilled accountants and finance specialists. Generally, these roles are in high demand across all sectors.

Typically, salaries for accounting and finance positions in Pretoria fall within broad ranges, depending on factors such as level of experience, company size, and industry sector. For example, entry-level accounting positions might start around R200 000 to R350 000 per annum, while senior roles can range from R600 000 to over R1 million per year. However, it is essential to note that these figures are general estimates and may vary significantly depending on individual circumstances.

Common skills required for accounting and finance roles in Pretoria include proficiency in financial software such as SAP or Xero, strong analytical and problem-solving skills, attention to detail, effective communication skills, and the ability to work under pressure. Typically, candidates with a degree in accounting or finance are preferred, but experience and certifications can also be advantageous.

Many industries commonly employ accountants and finance specialists, including the financial services sector, technology industry, manufacturing sector, and public sector entities. The latter often require professionals with expertise in budgeting, auditing, and financial management.

Career development opportunities for accountants and finance professionals in Pretoria are generally excellent, with many routes available to advancement. Typically, roles may progress from senior accountant or finance analyst positions to more senior leadership roles, such as financial manager or controller. Some also choose to pursue advanced qualifications or certifications, such as a Chartered Accountant (SA) designation.

View Job Gauteng: Financial Manager posted by Communicate Finance

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

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