PARAPLANNER (NELSPRUIT)

University of Fort Hare; Mbombela; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading educational institution in Mpumalanga is seeking a detail-oriented paraplanner to support financial advisors. The role involves assisting with client communications, document preparation, and ensuring compliance with regulatory standards. Candidates should have excellent computer skills, strong administrative capabilities, and a proactive approach. This position is perfect for individuals looking to start their career in financial planning.

Qualifications

• 0–2 years’ experience in a similar role.
• Attention to detail is essential.
• Strong administration and communication skills.

Responsibilities

• Provide support to financial advisors through client communications and document handling.
• Prepare client files and ensure accurate and timely information for regulatory compliance.
• Maintain organized records and support ongoing administrative tasks.

Skills

Strong practice and time management

Excellent computer skills (MS Office: Excel, Word, Outlook)

Effective record keeping and administration

Strong written and verbal communication

Customer service orientation

Attention to detail

Education

Matric / Grade 12

Job description

Overview

We are seeking a proactive and detail-focused paraplanner to provide support to financial advisors. This role involves assisting with client communications, file preparation, and ensuring compliance with regulatory requirements.

Responsibilities

• Provide support to financial advisors through client communications and document handling
• Prepare client files and ensure accurate and timely information for regulatory compliance
• Maintain organized records and support ongoing administrative tasks

Qualifications

• 0–2 years’ experience in a similar role
• Matric / Grade 12
• Strong practice and time management
• Excellent computer skills (MS Office: Excel, Word, Outlook)
• Effective record keeping and administration
• Strong written and verbal communication
• Customer service orientation
• Innovative and practical approach
• Attention to detail is essential
• Strong administration and communication skills

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