Paraplanner: Compliance & Client Docs Pro

Danté Personnel Recruitment; Pretoria; On-site; ZAR 223,000 - 257,000; Full time

Job summary

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.

Qualifications

• 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.

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

Communication skills

Organisational skills

MS Office (Excel/Outlook)

Multitasking

Financial services industry experience

Documentation/compliance understanding

Education

Diploma in Financial Planning/Financial Services or related field

Tools

Excel

Outlook

Job description

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.