Paraplanner / Financial Planner Assistant (RE5 - Essential)
Full-time
Personnel Network
About the Role
An exciting opportunity is available for a Paraplanner to join an established financial services team in Gqeberha/ Port Elizabeth. This role is suited to an energetic and motivated individual with a strong interest in financial planning, who is looking to develop their career within a professional and supportive environment.
What is a Paraplanner?
A Paraplanner supports Financial Planners by conducting financial research and analysis, preparing financial plans and suitability reports, and assisting with investment, retirement and other financial planning solutions. The role combines technical financial knowledge, regulatory compliance and client support to help Financial Planners provide appropriate, well-researched financial advice to their clients.
Key Responsibilities
- Provide paraplanning and administrative support within the financial planning environment.
- Assist with the preparation of financial planning documentation and client-related information.
- Support the financial adviser with client servicing and ongoing administration.
- Prepare and maintain accurate client records and documentation.
- Assist with the processing and completion of relevant financial planning requirements.
- Accompany the financial adviser on occasional client-related travel when required.
- Liaise professionally with clients and relevant stakeholders as required.
Minimum Requirements
- RE5 – essential.
- Valid Drivers Licience and Own Vehicle - essential
- Relevant qualification within the financial services / financial planning industry.
- Previous experience in paraplanning or a relevant financial services role.
- Strong administrative and organisational skills.
- Excellent attention to detail.
- Good communication and interpersonal skills.
- Professional and presentable manner.
- Ability to work independently as well as within a team.
- Willingness to travel when required.
Working Hours: Monday – Thursday (07:30am – 4:30pm), Friday (7:30am - 3:00pm)
Benefits: RA Contribution & Medical Aid Allowance
Please Note: Candidates must have
RE5 to be considered for this position. The successful candidate must also be comfortable with occasional travel as part of the role.
Send your updated CV and qualifications to ***email_hidden***
Alternatively, apply or view more vacancies at
Vacancy posted 16 days ago
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