Menu Close

Paarl: Paraplanner

Advertisement



Job Description

About the Role

We are seeking a skilled Paraplanner to join our team in Paarl, who will provide financial planning support and formulate effective financial plan documents and risk management documents in-line with the strategy as outlined by the adviser and the customer’s needs, objectives and risk tolerance.

Key Responsibilities

  • Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customers’ needs, objectives and risk tolerance.
  • Prepare statement of advice documentation as required.
  • Review customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process.
  • Ensure report is accurate and that investment strategy is meeting customers’ objectives.
  • Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
  • Review customers risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates.
  • Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
  • Prepare statement of advice documentation as required.
  • Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model.

Requirements

  • BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management)
  • Regulatory Exam for Representatives passed (RE5)
  • Relevant work experience within the financial industry
  • Proficient in both spoken and written English and at least one other of the official South African languages
  • Computer literacy (MS Office)
View Job  Johannesburg: Credit Dealmaker

Qualifications

Salary & Benefits

How to Apply

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

About Accounting / Finance Jobs in Drakenstein

In the Drakenstein region of South Africa, the accounting and finance industry is a significant sector, with various companies across different industries requiring professionals to manage their financial operations effectively. Typically, this role involves handling financial records, preparing financial statements, and providing financial analysis to support business decisions. Generally, the job market for accountants and finance professionals in Drakenstein is stable, with opportunities for career advancement available.

When it comes to salaries, a broad range of R800 000 – R1 500 000 per annum can be expected, although this can vary widely depending on factors such as experience, company size, and industry sector. Typically, senior positions or those in larger companies tend to command higher salaries. However, please note that these figures are only a general guideline, and actual salaries may differ.

Common skills required for accounting and finance roles include proficiency in financial software such as Excel, SAP, or Oracle; strong analytical and problem-solving skills; attention to detail and organizational abilities; effective communication and interpersonal skills; knowledge of generally accepted accounting principles (GAAP) or international financial reporting standards (IFRS); and a solid understanding of tax laws and regulations. Other relevant skills may include data analysis, business acumen, and IT skills.

Industries commonly employing accountants and finance professionals in Drakenstein include the financial services sector, technology industry, manufacturing sector, and public sector organisations. These roles often involve working closely with senior management to provide strategic financial guidance and support business growth initiatives.

View Job  Stellenbosch: Host/ess posted by Craven Cottage CC

Career development opportunities for accounting and finance professionals are diverse, with potential paths including senior leadership roles, specialised technical expertise, or transitioning into related fields such as business analysis or audit. Many companies also offer training and development programs to enhance skills and stay up-to-date with industry trends.


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



GO APPLY NOW

Safe & secure application process

Advertisement


Advertisement



Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in Paarl, Drakenstein


Job Seeker Tip

Create a professional email address for job hunting - avoid nicknames or casual addresses.

How to Apply

Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.

JVR Jobs connects you with employers – we don’t process applications directly.

View Job  Gauteng: Accountant posted by ESG Recruitment

Latest Job Opportunities

East Rand: Financial Manager posted by Stonebridge HR Solutions

Jobs in East Rand April 19, 2026
Accounting Management Finance Stonebridge HR Solutions

Position overview: To oversee the effective day to day administration of the finance and admin functions including the strategic alignment…

View Job

Boksburg: External Sales Representative [sealants, adhesives, bonding & plastering agents] posted by Jobs 4 All

Jobs in Boksburg April 19, 2026
Jobs 4 All Marketing Other Sales

Key RequirementsProven external sales experience within the construction industrySolid understanding of construction industry practices and supply...

View Job

Boksburg: External Sales Representative [DIY hardware retail] posted by Jobs 4 All

Jobs in Boksburg April 19, 2026
Jobs 4 All Marketing Other Sales

Knowledge of the DIY hardware retail sectorKnowledge of sealants, adhesives, bonding and plastering agentsPrevious experience in the DIY and Hardware…

View Job

Durban: Inventory Manager posted by Jobs 4 All

Jobs in Durban April 19, 2026
Earthmoving Driver Jobs 4 All

Work Experience Required7–10 years’ experience in Inventory Management within a warehousing and distribution environment, preferably in QSR and FMCG...

View Job

Boksburg: Industrial Chemical Sales Representative [Anti-foams, Emulsions, Foam Control Agents, and Silicone fluids] posted by Jobs 4 All

Jobs in Boksburg April 19, 2026
Jobs 4 All Marketing Other Sales

External Sales Experience: ChemicalKnowledge of Chemical Industry.Selling adhesives into industrial / manufacturingKnowledge of Anti-foams, Emulsions, Foam...

View Job

Gauteng: Sales Consultant Wholesale posted by Jobs 4 All

Jobs in Gauteng April 19, 2026
Jobs 4 All Marketing Other Sales

MAIN DUTIES / RESPONSIBILITIES (INCLUDING BUT NOT LIMITED TO)Account Management & Business DevelopmentManage, grow, and retain a portfolio of wholesale...

View Job

Browse Employers

View All

Job Alerts


Share this to someone who needs a job:
Posted in Jobs in Cape Winelands, Jobs in Drakenstein, Jobs in Paarl

More Jobs in Your Area