Paraplanner – Financial Services
Posted on 2025-03-23
| Employer | AF Consulting |
|---|---|
| Salary | 0 |
| Category | Finance Accounting |
| Location | Western Cape / Hermanus |
Job Summary
Location: Hermanus, Overberg, Western Cape
Salary:
TBC
What’s in it for you?
Be part of a professional and growth-oriented team
Gain hands-on experience in both local and offshore investment planning
Work in a structured, process-driven environment with room to develop your skills
Play a vital role in ensuring top-tier client service and financial solutions
What you’ll be doing:
? Assisting with investment portfolio management, including processing new business applications and fund transfers
? Ensuring compliance with financial regulations (FICA, AML, POPI) while maintaining accurate client records
? Coordinating annual client reviews and preparing portfolio summaries
? Managing client interactions with professionalism, accuracy, and attention to detail
? Liaising with investment houses to facilitate transactions and obtain necessary documentation
? Supporting insurance policy renewals and account administration
What we’re looking for:
A structured and detail-oriented mindset
Strong administrative and organizational skills
Ability to work independently as well as within a team
Excellent communication skills in Afrikaans & English
Financial services experience or a keen interest in the industry
Minimum qualification: NQF4 or equivalent (higher qualifications advantageous)
If you’re ready to take the next step in your financial services career, we’d love to hear from you!
Paraplanner – Financial Services position available in Western Cape, Hermanus. This job position was posted by AF Consulting. The job has been posted as a char8000 ad on 2025-03-23 at 01:09:17 in the Finance Accounting category
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