Johannesburg: Executioner/ Paraplanner

April 9, 2026 Jobs in Central Johannesburg

Job Description

About the Role

A leading company within the financial services sector, based in East Rand, is seeking an experienced Executioner/Paraplanner to join their team. The successful candidate will be responsible for implementing client instructions accurately and efficiently, ensuring seamless communication with advisors, clients, and providers.

Key Responsibilities

Pre-submission: receive and interpret advisor instructions
Review meeting outcomes and notes
Check supporting documents
Prepare provider-specific paperwork
Ensure compliance requirements are met
Identify outstanding items before submission
Capture and submit all instructions accurately
Upload documents to provider portals
Send formal instructions where required
Log submissions on CRM/workflow systems
Record expected turnaround times
Follow-up: track all pending items, follow up with providers, admin teams, and clients
Resolve rejections, queries, and outstanding requirements
Escalate urgent matters to the advisor or manager
Confirmation: ensure implementation has been finalised
Provide feedback to client
Update the advisor
Close the case on the system
Ensure all documents are saved correctly

Requirements

BCom Degree (BCom Hons preferred)
Previous experience as a paraplanner or administrator at an actual Financial Planning office (not head office)

Qualifications

Formal education/certifications not specified in original description, therefore skipped.

Salary & Benefits

R 12 000 – R 18 000 CTC pm

How to Apply

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

About Admin / clerical / secretarial Jobs in Gauteng

Admin / clerical / secretarial positions are in high demand across Gauteng, with the job market typically experiencing steady growth in this field. The financial services sector, technology industry, and manufacturing sector are among those commonly employing administrative staff, as they require efficient organisation and support functions to operate effectively.

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In terms of compensation, salaries for admin clerical secretarial roles vary widely depending on factors such as level of experience, company size, and industry sector. Generally, entry-level positions may command a salary range of around R10 000 – R20 000 per month, while more senior roles can earn between R30 000 – R60 000 per month or more, depending on individual qualifications and performance. However, it’s essential to note that these figures are only rough estimates and can vary significantly based on the specific employer and industry.

Typically, admin clerical secretarial roles require a range of key skills, including proficiency in Microsoft Office software, excellent communication and interpersonal skills, attention to detail, organisational abilities, and technical knowledge of HR systems or other relevant software. Additionally, many employers also value candidates with experience in customer service, data entry, or bookkeeping.

These roles are commonly found in various industries, such as financial services, technology, manufacturing, and healthcare. In the finance sector, for example, administrative staff may be responsible for providing support to accountants or financial analysts, while in the tech industry, they might assist software developers or IT project managers with administrative tasks.

Career development opportunities for admin clerical secretarial professionals are often extensive, with many roles offering a clear pathway to more senior positions. With experience and additional training, individuals can move into specialist roles such as HR administrator, operations manager, or even management positions.

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

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