Paraplanner

About the Role

An exciting opportunity is available for a Paraplanner to join an established financial services team in Gqeberha. This role is suited to an energetic and motivated individual with a strong interest in financial planning, who is looking to develop their career within a professional and supportive environment.

Working Hours: Monday – Thursday (07:30am – 4:30pm), Friday (7:30am - 3:00pm)

Benefits: RA Contribution & Medical Aid Allowance

Key Responsibilities

• Provide paraplanning and administrative support within the financial planning environment.
• Assist with the preparation of financial planning documentation and client-related information.
• Support the financial adviser with client servicing and ongoing administration.
• Prepare and maintain accurate client records and documentation.
• Assist with the processing and completion of relevant financial planning requirements.
• Accompany the financial adviser on occasional client-related travel when required.
• Liaise professionally with clients and relevant stakeholders as required.

Minimum Requirements

• RE5 – essential.
• Valid Drivers Licience and Own Vehicle - essential
• Relevant qualification within the financial services / financial planning industry.
• Previous experience in paraplanning or a relevant financial services role.
• Strong administrative and organisational skills.
• Excellent attention to detail.
• Good communication and interpersonal skills.
• Professional and presentable manner.
• Ability to work independently as well as within a team.
• Willingness to travel when required.

Please Note: Candidates must have RE5 to be considered for this position. The successful candidate must also be comfortable with occasional travel as part of the role.