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Paarl: Junior Paraplanner (Graduate)

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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 Development Path (Recommended) Growth toward CFP and/or a Postgraduate Diploma in Financial Planning .

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How to Apply

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

About Graduate Jobs in Drakenstein

Graduate positions in Drakenstein, South Africa are typically found in various industries, including technology and financial services sectors, which have a strong presence in the area. Generally, these roles offer opportunities for recent graduates to launch their careers with well-established multinationals, as well as local companies. Often, these positions involve working on exciting projects, developing valuable skills, and contributing to the growth of innovative businesses.

The salary range for graduate positions in Drakenstein can vary widely, depending on factors such as experience, company size, and industry sector. Typically, salaries are generally competitive with those offered by similar companies globally. However, it’s essential to note that actual salaries can differ significantly, and it’s crucial to research the market rate for specific roles and companies to get a realistic understanding of what is expected.

Common skills required for graduate positions in Drakenstein include strong analytical and problem-solving abilities, effective communication and teamwork skills, and proficiency in software applications such as Microsoft Office or Google Suite. Typically, graduates with a degree in computer science, engineering, economics, or business are well-positioned to secure these roles. Often, employers also look for candidates with experience in data analysis, marketing, or project management.

The financial services sector, technology industry, and manufacturing sector commonly employ graduate positions in Drakenstein. These sectors often require recent graduates to work on a range of tasks, from data analysis and market research to software development and process improvement. Commonly, these roles involve collaborating with cross-functional teams, contributing to the growth of businesses, and developing valuable skills that can be applied across various industries.

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For career development, graduate positions in Drakenstein often provide opportunities for growth and advancement. Typically, successful candidates progress into senior roles within the company or move into related fields, such as management consulting or entrepreneurship. Generally, employers invest in the professional development of their employees, providing training and mentorship programs to help graduates achieve their career goals.


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



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