Paraplanner – Financial Planning & Report Specialist
Job in
Stellenbosch, 7600, South Africa
Listed on 2026-08-30
Listing for:
Exceed HR and Recruitment
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst, Financial Services, Financial Reporting
Job Description & How to Apply Below
Exceed HR and Recruitment in Stellenbosch is seeking a meticulous Paraplanner to support financial advisers throughout the planning process. You will research products across investments, pensions, insurance, and mortgages, and prepare detailed financial plans aligned to clients’ goals and risk profiles.
Responsibilities include drafting suitability reports, conducting cash flow and retirement planning, reviewing portfolios, and ensuring regulatory compliance.
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