Premium Ad 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 Recruiter