Paraplanner/Senior Administrator

In brief

**Overview** This is an opportunity for a dynamic Paraplanner/Senior Administrator to join a well-established office with Hire Resolve. In this role, the successful candidate will assist a financial advisor in all respects, including financial planning for new clients, reviews, and client appointments. The position involves significant client interaction, but candidates are not required to source their own clients, though this remains an option. **What you will do** * Provide financial advice and planning. * Assist the financial advisor with financial planning for new clients, reviews, and client appointments. * Handle client queries promptly. * Engage in continuous process development. * Undertake continuous self-development and stay up to date with the latest legislation and market developments. * Perform significant client interaction. **Requirements (from the original advert)** * BCom Finance / Business Finance / Investments / Financial Planning / Financial Sciences or Investment Management or BCom Economics. * CFP and/or Postgraduate Diploma in Financial Planning. * Valid RE5 certificate. * At least 3 years relevant work experience within the financial industry. * Proficient in both spoken and written English and at least one other of the official South Africa languages. * Valid driver’s license and own vehicle. * Computer literacy (MS Office). **Who should apply** This role is intended for a dynamic Financial Planner / Paraplanner with at least 3 years of relevant work experience in the financial industry. Candidates should possess a BCom in a relevant finance field, a CFP and/or Postgraduate Diploma in Financial Planning, and a valid RE5 certificate. Proficiency in English and at least one other official South African language is required, along with a valid driver’s license, own vehicle, and MS Office computer literacy. The successful applicant will be expected to engage in significant client interaction and continuous professional and process development. **Deadline** Not specified **Reference** Original posting: https://www.myjobmag.co.za/job/paraplanner-senior-administrator-hire-resolve Source: myjobmag

Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.

At a glance

• At least 3 years of experience.

• Microsoft Office

Extracted automatically from the advert; confirm requirements on the original listing.

Job description

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