Paraplanner: Financial Plans & Compliance Expert
Job in
Stellenbosch, 7600, South Africa
Listed on 2026-08-30
Listing for:
Exceed Human Resource Consultants
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Financial Reporting
Job Description & How to Apply Below
Exceed Human Resource Consultants is seeking a Paraplanner to provide technical and analytical support to financial advisers throughout the planning process. You will research investments, pensions, insurance, and mortgages, and draft suitability reports.
You will prepare comprehensive financial plans, conduct cash flow and retirement planning with planning software such as Voyant or Cash Calc, review client portfolios, and ensure compliance with regulatory requirements.
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