Paraplanner

Network Finance; Randburg; On-site; ZAR 240,000 - 420,000; Full time

Job summary

Network Finance is seeking a proactive paraplanning assistant to support financial advisers with plans, records and client documents. You will conduct product research, prepare quotations, and assist with cash-flow modelling and risk analyses for a diverse client base.

The role welcomes graduates and candidates with 0-2 years’ experience, offering exposure to UK-based clients and CRM-enabled client management within a dynamic team.

Qualifications

• Matric is required.
• BCom or similar commerce degree, ideally with financial planning modules.
• FPI membership or willingness to join.
• Strong Microsoft Excel and Microsoft 365 skills.
• Excellent written English and attention to detail.
• Graduates are welcome to apply; 0-2 years' relevant experience is advantageous.

Responsibilities

• Assist financial advisers with preparing financial plans and Records of Advice.
• Conduct product, investment and fund research.
• Prepare quotations, product comparisons and client review documents.
• Assist with cash-flow modelling, retirement planning and risk analyses.
• Attend client meetings and manage follow-up actions.
• Process applications, switches and transfers with product providers.
• Maintain accurate client records and CRM information.
• Provide paraplanning support to international advisers, including UK-based clients.

Skills

Excel & Microsoft 365

Written English

Attention to detail

Graduate-friendly

0-2 years experience

Education

Matric

BCom or similar degree

Tools

CRM systems

Provider platforms

Financial planning software

Job description

Key Responsibilities

• Assist financial advisers with preparing financial plans and Records of Advice.
• Conduct product, investment and fund research.
• Prepare quotations, product comparisons and client review documents.
• Assist with cash-flow modelling, retirement planning and risk analyses.
• Attend client meetings and manage follow-up actions.
• Process applications, switches and transfers with product providers.
• Maintain accurate client records and CRM information.
• Provide paraplanning support to international advisers, including UK-based clients.

Job Experience and Skills Required

• Matric.
• BCom or similar commerce degree, ideally with financial planning modules.
• FPI membership or willingness to join.
• Strong Microsoft Excel and Microsoft 365 skills.
• Excellent written English and attention to detail.
• Graduates are welcome to apply; 0-2 years' relevant experience is advantageous.

Advantageous

• RE5 and Class of Business completed.
• Postgraduate Diploma in Financial Planning or studying towards CFP.
• Exposure to financial planning software, CRM systems or provider platforms.
• Knowledge of UK financial planning.

The ideal candidate will be proactive, outgoing, analytical and well organised, with a genuine interest in financial planning and a desire to grow into an advisory role.