Description:
Key ResponsibilitiesParaplanning Support (Junior Level)
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 Client Service & Relationship Support
Handle routine client enquiries professionally and escalate complex issues where needed Assist with quotations, new applications, and follow-ups with product providers Request, collect and capture policy and account information accurately Maintain client records and CRM notes to ensure information is complete and up to date Administration & Team Support
Diary and appointment coordination (e.g., annual review preparation) Compile summaries of client information for adviser meetings Update CRM systems and assist with reporting (e.g., new business statistics) General admin support to advisers and the paraplanning team Minimum 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. Advantageous (Not Required)
RE5 passed (or willingness to work toward completing it within an agreed timeframe). Any internship/part-time experience in financial services, insurance, investments, or administration. Competencies
Client-centric and professional Clear communication and strong interpersonal skills Organised and able to manage deadlines Good analytical and problem-solving ability High attention to detail Resilient and eager to learn and grow Development Path (Recommended)
Growth toward CFP and/or a Postgraduate Diploma in Financial Planning.
20 Feb 2026;
from:
gumtree.co.za