Paraplanner

Danté Personnel Recruitment; Pretoria; Vor Ort; ZAR 223.000 - 257.000; Vollzeit

Zusammenfassung

Danté Personnel Recruitment is seeking a Paraplanner in Pretoria East to provide administrative and technical support to financial planners and advisors. The role involves preparing and maintaining client documentation and records, ensuring accuracy and up-to-date files.

You'll work with compliance and regulatory administration, manage client databases, and collaborate within a team to deliver accurate financial documentation, while leveraging Excel and Outlook to keep information well organized.

Qualifikationen

• Previous experience in 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.

Aufgaben

• 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.

Kenntnisse

Communication skills

Organisational skills

MS Office (Excel/Outlook)

Multitasking

Financial services industry experience

Documentation/compliance understanding

Ausbildung

Diploma in Financial Planning/Financial Services or related field

Tools

Excel

Outlook

Jobbeschreibung

SA - Gauteng, Pretoria EastParaplanner
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