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Bloemfontein: Paraplanner

Job Description

About the Role

Our client is seeking an experienced and dedicated Paraplanner to provide efficient administrative support to their team of Advisers in Bloemfontein. In this role, you will be allocated a dedicated portfolio of clients to assist with processing transactions, handling direct client interactions, managing accounts, and supporting basic financial planning.

Key Responsibilities

  • Formulate effective financial plan and risk management documents tailored to customer needs, objectives, risk tolerance, and the strategies outlined by the adviser.
  • Ensure all documentation adheres to legislative, compliance, and company requirements.
  • Prepare statement of advice documentation as needed.
  • Review customer portfolio reports and risk coverage in line with market movements, changes in client circumstances, product offerings, and provider rates.
  • Keep customers well-informed and ensure necessary actions are recommended and implemented.
  • Guarantee the accurate production of client portfolio review documentation and reports.
  • Track and report new business statistics.
  • Handle and resolve client enquiries , gather policy information , compile summaries , and research product data.
  • Manage new applications and quotations , maintain CRM systems , manage diaries , and prepare for insurance review appointments.

Requirements

  • Education: A relevant BCom degree (Finance, Business Finance, Investments, Financial Planning, Financial Sciences, Investment Management, or Economics).
  • Experience: 3 to 5 years of relevant work experience within the financial services industry.
  • Licensing: A valid drivers license and access to your own vehicle.
  • Tech Skills: Highly computer literate (specifically proficient in MS Office).

Qualifications

  • A CFP designation and/or a Postgraduate Diploma in Financial Planning will be highly beneficial.

Salary & Benefits

Salary is market-related.

How to Apply

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

About Accounting / Finance Jobs in Mangaung

Mangaung, South Africa is home to a diverse range of industries, with accounting and finance roles playing a crucial part in many sectors. Typically, companies in Mangaung are seeking accountants and finance professionals who can provide expert financial management, planning, and analysis services. Generally, the demand for skilled accounting and finance talent remains high in this region.

In terms of compensation, salaries for accounting and finance positions in Mangaung often fall within broad ranges. For example, a Chartered Accountant (CA) with 3-5 years of experience may expect to earn between R400,000 and R600,000 per annum, depending on the company size, industry sector, and level of expertise. Typically, senior roles or those in large corporations can command higher salaries, often ranging from R800,000 to R1,200,000 per annum. However, these figures are only a general guide and may vary significantly depending on individual circumstances.

Common skills for accounting and finance roles in Mangaung include proficiency in financial software such as SAP or Excel, strong analytical and problem-solving abilities, attention to detail, effective communication and interpersonal skills, and a basic understanding of taxation laws and regulations. Typically, employers also look for candidates with a degree in Accounting (BCom or BAcc) or Financial Management and relevant professional qualifications like the CA (South Africa) designation.

Many industries commonly employ accountants and finance professionals, including financial services sector companies, technology industry firms, manufacturing sector organisations, and government entities. Often, these roles involve providing expert financial management, budgeting, and forecasting services to support business growth and strategic decision-making.

In terms of career development, accounting and finance professionals in Mangaung often have opportunities for advancement within their current organisation or transition into leadership roles in related fields like business consulting or risk management. Typically, with 5-10 years of experience, individuals can expect to take on more senior roles or assume specialisation areas such as tax or financial planning.


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



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Posted in Jobs in Bloemfontein, Jobs in Bloemfontein Area, Jobs in Mangaung

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