Paraplanner: Finance Analysis & Report Specialist

3RC (Pty) Ltd; Pretoria; On-site; ZAR 250,000 - 350,000; Full time

Job summary

3RC (Pty) Ltd in Pretoria is seeking a Paraplanner to support financial planners by managing administrative tasks and client interactions. The role requires a Bachelor's degree in Finance or a related field and strong analytical skills.

The ideal candidate will gather client data, prepare financial reports, and ensure compliance with regulations. This entry-level position is perfect for those looking to grow in the financial sector by collaborating within a supportive team environment.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or equivalent work experience.
• Strong analytical and organizational skills.
• Experience with financial software and spreadsheets.

Responsibilities

• Collect, organize, and maintain accurate client information and financial records.
• Analyze clients’ financial data to assist in developing strategic financial plans.
• Prepare reports and recommendations for financial planners.

Skills

Analytical skills

Organizational skills

Financial software proficiency

Written communication

Attention to detail

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

Job description

3RC (Pty) Ltd in Pretoria is seeking a Paraplanner to support financial planners by managing administrative tasks and client interactions. The role requires a Bachelor's degree in Finance or a related field and strong analytical skills.

The ideal candidate will gather client data, prepare financial reports, and ensure compliance with regulations. This entry-level position is perfect for those looking to grow in the financial sector by collaborating within a supportive team environment.