Junior Paraplanner

ExecutivePlacements.com - The JOB Portal; Pietermaritzburg; On-site; ZAR 180,000 - 300,000; Full time

Job summary

A financial services company in Pietermaritzburg seeks a motivated Junior Paraplanner. The role involves supporting the team by preparing investment proposals, analyzing client needs, and ensuring compliance with regulations. Ideal candidates are detail-oriented and have relevant education, with 2-3 years of industry experience.

Qualifications

• 2-3 years' experience in paraplanning or administrative support.
• Solid understanding of life cover, investment portfolios, and risk planning.
• Studying towards a relevant qualification is acceptable.

Responsibilities

• Assist in compiling and reviewing financial plans and investment proposals.
• Prepare reports and documentation for client meetings.
• Conduct product and market research across investments and life insurance products.

Skills

Attention to detail

Communication

Organisational skills

Education

Diploma or degree in Financial Planning, Finance, or related field

Job description

Recruiter:

Pronel Personnel

Job Ref:

1164071506

Date posted:

Tuesday, June 3, 2025

Location:

Pietermaritzburg, South Africa

SUMMARY:

POSITION INFO:

Are you looking to build a rewarding career in the financial services industry? Our PMB-based client is looking for a Junior Paraplanner to join their growing team. This is an excellent opportunity for a motivated individual with a strong interest in investments, risk planning, and life insurance.

As a Junior Paraplanner, you will support the team in delivering high-quality financial planning services to clients. Your responsibilities include preparing investment proposals, analysing risk cover options, and ensuring compliance with life insurance regulations.

Key Responsibilities:

• Assist in compiling and reviewing financial plans and investment proposals.
• Prepare reports and documentation for client meetings.
• Conduct product and market research across investments and life insurance products.
• Liaise with product providers and assist in policy administration.
• Ensure all advice and documentation meet compliance standards.

Requirements:

• Diploma or degree in Financial Planning, Finance, or related field (or studying towards one).
• 2–3 years’ experience in a paraplanning or administrative support role within the life insurance, risk, or investment industry.
• Solid understanding of life cover, investment portfolios, and risk planning.
• Excellent written and verbal communication skills.
• Strong attention to detail and organisational skills.

Suitable applications can be emailed to [email address].

Note: Only shortlisted candidates will be contacted.