PARAPLANNER
Job in
Roodepoort, 1774, South Africa
Listed on 2026-08-27
Listing for:
Dante Personnel Recruitment (Pty) Ltd
Full Time
position Listed on 2026-08-27
Job specializations:
-
Finance & Banking
Financial Compliance, Financial Advisor / Consultant, Financial Analyst
Job Description & How to Apply Below
ROODEPOORT
R42 000 CTC PER MONTH / DEPENDING ON EXPERIENCE
Minimum requirements:
- Minimum 2 - 3 years' experience in a paraplanning, financial advice support, or related role within financial services
- Solid understanding of investment, retirement, risk, and estate planning principles
- Familiarity with FAIS/FSCA compliance requirements and Record of Advice documentation
- Fluent in Afrikaans and English, both spoken and written - client base requires full bilingual competency
- Gather and analyse client financial information (Income, expenses, assets, liabilities, insurance, investments, retirement provisions)
- Prepare comprehensive financial plans, cash flow models, and investment/risk recommendations for adviser review
- Conduct product and fund research and comparisons across providers
- Draft Records of Advice (ROA) and other compliance documentation in line with FAIS/FSCA requirements
- Liaise with product providers to obtain quotes, illustrations, and policy documentation
- Prepare client review packs and support annual review meetings
- Maintain accurate, up-to-date client records on the practice management/CRM system
- Ensure all advice documentation meets internal compliance and regulatory standards
- Supporting the adviser with implementation of advice and other admin duties
- Prepare annual tax and provisional tax calculations
- Proficient in MS Office (especially Excel); experience with financial planning software advantageous
- Strong analytical and numerical skills
- High attention to detail and accuracy
- Well organised, able to manage multiple client files and deadlines
- Team player, comfortable working closely with an adviser under pressure
- Discreet and professional in handling confidential client information
Amelia Dienie - Dante Personnel Cape Town
Apply via our website
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