More jobs:
Junior Paraplanner; Graduate
Job in
Paarl, 7622, South Africa
Listed on 2026-03-01
Listing for:
Helderberg Personnel CC
Part Time, Apprenticeship/Internship
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Accounting & Finance, Financial Consultant -
Administrative/Clerical
Job Description & How to Apply Below
Paarl - This is an opportunity to join a well-established family office that is growing rapidly. We are looking for a recent graduate to join our team as a Junior Paraplanner, providing administrative and entry-level paraplanning support to Financial Advisers.
You will be allocated a small portfolio of clients and will assist with client queries, processing transactions, maintaining records, and supporting the preparation of basic financial planning documentation — with guidance and mentorship from senior team members.
Key Responsibilities
Paraplanning 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
- 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
- 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
- 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.
- 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.
- 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
- Growth toward CFP and/or a Postgraduate Diploma in Financial Planning.
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