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Paarl: Junior Paraplanner (Graduate) posted by Helderberg Personnel

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Job Description

About the Role

Helderberg Personnel is seeking a motivated and detail-oriented Junior Paraplanner to join our team. As a Junior Paraplanner, you will be responsible for supporting the preparation of financial plans and risk recommendations, as well as providing exceptional client service and administration support.

Key Responsibilities

  • 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

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

Qualifications

(None mentioned)

Salary & Benefits

(None mentioned)

Development Path (Recommended)

Growth toward CFP and/or a Postgraduate Diploma in Financial Planning

How to Apply

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

About Other Insurance Jobs in Western Cape

The Other Insurance (OI) industry in the Western Cape is part of the broader insurance sector, which has experienced steady growth in recent years due to increasing demand for risk management solutions. Typically, OI roles are sought after by professionals who can provide specialist underwriting and claims handling services to insurers. Generally, these jobs require strong analytical skills and a deep understanding of insurance products and policies.

View Job  Somerset West: Secretary (Financial Services) posted by Helderberg Personnel

Salaries for Other Insurance professionals in the Western Cape vary widely depending on factors such as experience, company size, and industry sector. Broadly speaking, salaries typically fall within the R500 000 – R1 200 000 per annum range, although actual figures can be higher or lower, depending on individual circumstances. It’s worth noting that salaries can also vary significantly between smaller independent agents and larger multinational insurers.

Common skills for Other Insurance roles include strong analytical and problem-solving abilities, excellent communication and interpersonal skills, a solid understanding of insurance laws and regulations, and the ability to work effectively in a team environment. Other essential skills may include proficiency in software applications such as policy administration systems or claims handling tools. Generally, professionals with experience in financial services, law, or other related fields can bring valuable skills and expertise to OI roles.

Industry sectors that commonly employ Other Insurance professionals include the financial services sector, technology industry, and manufacturing sector. These industries often require specialized insurance products and underwriting expertise to mitigate risks and protect assets. In addition to these sectors, the healthcare and construction industries are also significant users of OI services.

Career development opportunities for Other Insurance professionals in the Western Cape are generally strong, with many companies offering training and development programs to enhance skills and knowledge. Typically, career progression involves taking on more senior roles within an organization or seeking opportunities in related fields such as underwriting, claims handling, or risk management. With experience and expertise, OI professionals can also consider starting their own independent agencies or consulting practices.

View Job  Johannesburg: Worksite Specialist (Insurance) Newtown, Johannesburg posted by AtripleA recruitment & temps


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



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