Paraplanner - Turn Data into Strategic Financial Advice

ZealHR; Gauteng; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading financial planning firm in Pretoria is seeking a dynamic Paraplanner to join their team. This role involves translating complex client data into actionable financial strategies and collaborating with financial planners. Candidates should have a Bachelor's Degree, a Postgraduate Diploma in Financial Planning, and be competent in MS Office. This position offers growth opportunities within a values-driven team committed to professional development and positive client impact.

Qualifications

• Bachelor's Degree and currently enrolled in or completed Postgraduate Diploma in Financial Planning.
• High competence in MS Office applications, including Outlook, Word, Excel, and MS Teams.
• Strong focus on accuracy, ownership, and problem-solving skills.

Responsibilities

• Translate complex client data into clear financial reports.
• Collaborate with planners to prepare holistic advice documents.
• Manage compliance with FPI and FSCA standards.
• Contribute to client review meetings with insights and opportunities.

Skills

MS Office competence

Clear communication

Proactive problem-solving

Teamwork

Education

Bachelor’s Degree

Postgraduate Diploma in Financial Planning

Job description

A leading financial planning firm in Pretoria is seeking a dynamic Paraplanner to join their team. This role involves translating complex client data into actionable financial strategies and collaborating with financial planners. Candidates should have a Bachelor's Degree, a Postgraduate Diploma in Financial Planning, and be competent in MS Office. This position offers growth opportunities within a values-driven team committed to professional development and positive client impact.