Pretoria: Para-Planner posted by 3RC

April 18, 2026 Jobs in Gauteng

3RC

Gauteng

Other Clearing and Forwarding

Job Description

About the Role

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. 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

Requirements

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

Qualifications

Bachelors degree in Finance, Accounting, Economics, or related field (or equivalent work experience)

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Salary & Benefits

No salary information is available

How to Apply

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

About Other Clearing and Forwarding Jobs in Gauteng

The clearing and forwarding industry in Gauteng, South Africa is a significant sector that involves the transportation and logistics of goods, often involving complex supply chain management. Generally, this field operates within a diverse range of industries, including but not limited to the manufacturing sector, where products are transported from suppliers to customers, and the technology industry, where equipment is shipped internationally.

Typically, salaries for clearing and forwarding professionals in Gauteng fall within broad ranges, often between R400 000 to R800 000 per annum. However, it’s essential to note that actual salaries can vary greatly depending on factors such as experience, company size, and industry sector. For instance, a seasoned professional with extensive experience may earn significantly more than someone just starting their career in this field.

Common skills required for clearing and forwarding roles include strong communication and problem-solving abilities, a good understanding of logistics and transportation regulations, and proficiency in shipping software and technology platforms. Typically, candidates with degrees or diplomas in business management, supply chain management, or logistics are well-suited for these types of positions. Often, experience working within the industry is also highly valued by employers.

The clearing and forwarding industry commonly employs professionals from a variety of sectors, including manufacturing, technology, and e-commerce. These roles often involve coordinating international shipments, managing warehouse operations, and ensuring compliance with regulatory requirements. In terms of career development, there are opportunities for advancement to management or senior leadership positions within the industry, as well as the chance to specialize in specific areas such as customs brokerage or freight forwarding.

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

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