Paraplanner

Dante Personnel Recruitment (Pty) Ltd; Pretoria; On-site; ZAR 223,000 - 257,000; Full time

Job summary

Dante Personnel Recruitment (Pty) Ltd seeks a Paraplanner to support financial planners in Pretoria East. The role handles client documentation, records, and regulatory administration to ensure compliance and accuracy.

You will work with Excel and Outlook, coordinate multiple tasks, and maintain strong attention to detail in a collaborative team environment.

Qualifications

• Diploma in Financial Planning, Financial Services or related field with relevant administrative experience.
• Excellent understanding of financial products, client documentation and compliance requirements.
• Strong organisational skills and attention to detail.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office, especially Excel and Outlook.

Responsibilities

• Provide administrative and technical support to financial planners and advisors.
• Prepare, review and maintain client documentation and financial records.
• Ensure client files and documentation are accurate, complete and up to date.
• Assist with compliance, recordkeeping and regulatory administration.
• Maintain client databases and ensure information is captured accurately.

Skills

Attention to detail

Organisational skills

Written and verbal communication

Time management

Teamwork

Education

Diploma in Financial Planning/Financial Services

Tools

Microsoft Excel

Microsoft Outlook

Job description

Paraplanner

Pretoria East

R20,000 - R23,000 CTC (Depending on Experience)

Minimum requirements:

• Previous experience within the financial services industry/ Diploma in Financial Planning, Financial Services, or a related field with Relevant administrative experience
• Good understanding of financial products, client documentation, and compliance requirements
• Strong organisational skills and attention to detail
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office, particularly Excel and Outlook
• Ability to manage multiple tasks, meet deadlines, and work independently as well as within a team

Key Responsibilites:

• Provide administrative and technical support to financial planners and advisors
• Prepare, review, and maintain client documentation and financial records
• Ensure client files and documentation are accurate, complete, and up to date
• Assist with compliance, recordkeeping, and regulatory administration
• Maintain client databases and ensure information is captured accurately