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Pretoria: Para-Planner

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Job Description

About the Role

The Paraplanner role is an entry-level position within our finance company, supporting financial planners and advisers by efficiently handling administrative tasks and organizing client records. This opportunity is ideal for individuals seeking to start their career in the financial sector, focusing on teamwork and collaboration.

Key Responsibilities

  • Collect, organize, and maintain accurate client information and financial records
  • Analyze clients’ financial data to assist in developing strategic financial plans and projections
  • Prepare reports, proposals, presentations, and recommendations for review by financial planners and advisers
  • Conduct research on financial products, insurance policies, investment options, and regulatory requirements
  • Assist with the preparation and updating of client portfolios and documentation
  • Perform administrative tasks such as scheduling, document management, and regulatory compliance checks
  • Support financial planners by managing workflow and report production for client meetings
  • Ensure confidentiality and accuracy in handling client information and compliance with financial regulations
  • Communicate with internal teams and external partners as required

Requirements

  • Strong analytical and organizational skills
  • Experience with financial software and spreadsheets
  • Excellent written communication and report-writing abilities
  • Attention to detail and accuracy
  • Working knowledge of compliance and regulatory requirements in the financial sector

Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, or related field (or equivalent work experience)

Salary & Benefits

Not specified

How to Apply

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

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About Accounting / Finance Jobs in Tshwane

The accounting and finance sector in Tshwane is generally considered to be a stable and attractive field, with a strong demand for skilled professionals. Typically, this industry experiences moderate growth rates compared to other sectors, driven by the steady expansion of businesses across various industries. As such, job seekers can expect a relatively secure and competitive career path.

When it comes to salary expectations in Tshwane, it’s difficult to provide an exact range, as these can vary widely depending on factors like experience, company size, industry sector, and specific role requirements. Generally, accounting and finance professionals with relevant qualifications and experience can expect to earn broad salary ranges of R500 000 to R1,5 million per annum or more, although actual salaries may differ significantly from this range. It’s essential to note that these figures are only a rough guide and should not be taken as an accurate representation of individual earning potential.

Common skills required for accounting and finance roles in Tshwane include proficiency in financial software such as Excel, Xero, or SAP; strong analytical and problem-solving skills; attention to detail and organisational ability; excellent communication and interpersonal skills; knowledge of financial regulations and standards; and experience with budgeting, forecasting, and financial analysis. Additionally, having a degree in accounting, finance, or a related field is often preferred.

The accounting and finance sector can be found across various industries, including the financial services sector, technology industry, manufacturing sector, and public sector institutions. In Tshwane specifically, many businesses and organisations require skilled accountants and financiers to support their operations, providing a range of job opportunities for those in this field.

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Career development opportunities are available throughout the accounting and finance sector. Typically, professionals can expect to progress through roles such as accountant, financial analyst, or senior financial manager, before potentially moving into more senior leadership positions. Many accountants and financiers also choose to specialise in specific areas, such as tax, auditing, or investment analysis, which can lead to further career advancement opportunities.


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



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How to Apply

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

View Job  Pretoria: Recruitment Consultant

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Pretoria: Para-Planner

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Job Description

Job Description: Paraplanner Summary: A paraplanner is a finance professional who supports financial planners and advisers by efficiently handling administrative tasks, organizing client records, analyzing financial information, writing reports, and preparing investment or insurance recommendations. Paraplanners are instrumental in enabling financial planners to focus on high-value client interactions by managing essential behind-the-scenes duties. Typically, paraplanners work within finance and insurance companies or may operate as independent freelancers on a contract basis. This role is well-suited for those seeking an entry-level position in the financial sector with a focus on supporting and collaborating within a team environment. Key Responsibilities: Collect, organize, and maintain accurate client information and financial records Analyze clients’ financial data to assist in developing strategic financial plans and projections Prepare reports, proposals, presentations, and recommendations for review by financial planners and advisers Conduct research on financial products, insurance policies, investment options, and regulatory requirements Assist with the preparation and updating of client portfolios and documentation Perform administrative tasks such as scheduling, document management, and regulatory compliance checks Support financial planners by managing workflow and report production for client meetings Ensure confidentiality and accuracy in handling client information and compliance with financial regulations Communicate with internal teams and external partners as required, but typically without direct regular client interaction Maintain up-to-date knowledge of industry standards, tax regulations, and compliance issues Required Skills & Qualifications: Bachelor’s degree in Finance, Accounting, Economics, or related field (or equivalent work experience) Strong analytical and organizational skills Experience with financial software and spreadsheets Excellent written communication and report-writing abilities Attention to detail and accuracy Ability to handle confidential information responsibly Working knowledge of compliance and regulatory requirements in the financial sector Self-motivation and the ability to work independently or as part of a team

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How to Apply

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

About Accounting / Finance Jobs in Tshwane

The accounting and finance sector in Tshwane is generally considered to be a stable and attractive field, with a strong demand for skilled professionals. Typically, this industry experiences moderate growth rates compared to other sectors, driven by the steady expansion of businesses across various industries. As such, job seekers can expect a relatively secure and competitive career path.

When it comes to salary expectations in Tshwane, it’s difficult to provide an exact range, as these can vary widely depending on factors like experience, company size, industry sector, and specific role requirements. Generally, accounting and finance professionals with relevant qualifications and experience can expect to earn broad salary ranges of R500 000 to R1,5 million per annum or more, although actual salaries may differ significantly from this range. It’s essential to note that these figures are only a rough guide and should not be taken as an accurate representation of individual earning potential.

Common skills required for accounting and finance roles in Tshwane include proficiency in financial software such as Excel, Xero, or SAP; strong analytical and problem-solving skills; attention to detail and organisational ability; excellent communication and interpersonal skills; knowledge of financial regulations and standards; and experience with budgeting, forecasting, and financial analysis. Additionally, having a degree in accounting, finance, or a related field is often preferred.

The accounting and finance sector can be found across various industries, including the financial services sector, technology industry, manufacturing sector, and public sector institutions. In Tshwane specifically, many businesses and organisations require skilled accountants and financiers to support their operations, providing a range of job opportunities for those in this field.

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Career development opportunities are available throughout the accounting and finance sector. Typically, professionals can expect to progress through roles such as accountant, financial analyst, or senior financial manager, before potentially moving into more senior leadership positions. Many accountants and financiers also choose to specialise in specific areas, such as tax, auditing, or investment analysis, which can lead to further career advancement opportunities.


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 Pretoria, Tshwane


Job Seeker Tip

Always arrive 10-15 minutes early for interviews to show punctuality and reliability.

View Job  Pretoria: Recruitment Consultant
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.

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