Permanent
Junior Paraplanner (Graduate)
Unknown, Unknown
unknown
Closing date not listed
About this role
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Insurance and Investments - Other Insurance
Paarl
FULL TIME
Job Summary
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
Client Service & Relationship Support
* 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
Administration & Team Support
* 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
Minimum Requirements
* 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.
Advantageous (Not Required)
* 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.
Competencies
* 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
Development Path (Recommended)
* Growth toward CFP and/or a Postgraduate Diploma in Financial Planning.
Helderberg Personnel
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