Investment & Insurance Planning Paraplanner

Zohorecruit; Pretoria; Sur place; ZAR 280 000 - 420 000; Plein temps

Résumé du poste

Zohorecruit in Pretoria is seeking a motivated paraplanner to support Financial Advisers with investment planning, retirement projections, and insurance analyses. You will draft reports and advice records in line with FAIS, while handling client documents and compliance tasks.

Requirements include RE5, RE1 advantage, 2+ years of paraplanning experience, and fluency in English and Afrikaans. This role focuses on investments, insurance, and regulatory paperwork in a fintech-adjacent setting.

Qualifications

• 2+ years' paraplanning or financial services experience
• Working knowledge of FAIS Act and General Code of Conduct
• Proven experience across investments, long-term insurance, short-term insurance, and medical aid
• Fluent English and Afrikaans (Read and Write)

Responsabilités

• Investments & planning: Prepare investment proposals, retirement projections, and living annuity analyses; draft suitability reports and records of advice per FAIS.
• Long-term insurance: Conduct needs analyses and prepare risk cover proposals; perform insurer analyses and prepare new business documents.
• Compliance & admin: Submit new business applications, maintain client records per POPIA, ensure FAIS-compliant documentation.

Connaissances

Paraplanning

Portfolio analysis

Investment research

FAIS compliance

Report writing

Formation

RE5 certificate

RE1 (advantageous)

Description du poste

Zohorecruit in Pretoria is seeking a motivated paraplanner to support Financial Advisers with investment planning, retirement projections, and insurance analyses. You will draft reports and advice records in line with FAIS, while handling client documents and compliance tasks.

Requirements include RE5, RE1 advantage, 2+ years of paraplanning experience, and fluency in English and Afrikaans. This role focuses on investments, insurance, and regulatory paperwork in a fintech-adjacent setting.