South Africa: Paraplanner

Support our advisory team by preparing accurate, insightful financial plans and helping deliver an exceptional client experience. Why join this team? Contribute to a client‑centric environment focused on holistic financial planning Work closely with experienced financial advisors in an established, professional setting Be part of a team dedicated to delivering high‑quality, personalized financial solutions Gain exposure across life insurance, investments, retirement, and estate planning What you will be doing: Financial Plan Preparation Gather and organise client data (income, assets, liabilities, insurance) Update policy documents and perform relevant downloads Draft comprehensive financial plans across multiple product providers Prepare comparisons for existing and proposed Life, Investment, and Dreaded Disease products Research & Analysis Conduct research on market trends, investment options, tax implications, and insurance structures Model financial scenarios and projections to support sound client decisions Compliance & Documentation Ensure all advice complies with regulatory standards and internal processes Maintain accurate, complete client files and supporting documentation Advisor Support Collaborate closely with financial advisors and business development managers Prepare professional reports, presentations, and recommendations for client meetings Client Relationship Management Assist with ongoing client reviews and portfolio updates Identify client risks, opportunities, and areas for financial improvement What we are looking for: Strong analytical and financial planning skills Technical understanding of insurance, investments, tax, and retirement planning Proficiency in financial planning tools, CRM systems, and Microsoft Office Experience with Workpool and Atwork is advantageous Excellent report‑writing and communication skills Strong organisational ability and attention to detail Bachelor’s degree in Financial Planning, Finance, or related field is advantageous Prior experience in a paraplanning or financial advisory support role is essential Benefits and unique aspects: Opportunities to work with a diverse range of financial products and providers Exposure to comprehensive financial planning across multiple disciplines Collaborative, supportive team environment If you haven’t heard back from us within two weeks of submitting your application, unfortunately your application has not been successful this time. We’d still love to stay connected follow us online and keep an eye out for future opportunities that match your profile.