SUMMARY:
-
POSITION INFO:
Are you looking to build a rewarding career in the financial services industry? Our PMB based client is looking for a Junior Paraplanner to join their growing team. This is an excellent opportunity for a motivated individual with a strong interest in investments, risk planning, and life insurance.
As a Junior Paraplanner, you will support the team in delivering high-quality financial planning services to their clients. You will be responsible for preparing investment proposals, analysing risk cover options, and ensuring compliance with life insurance regulations.
Key Responsibilities:
- Assist in compiling and reviewing financial plans and investment proposals.
- Prepare reports and documentation for client meetings.
- Conduct product and market research across investments and life insurance products.
- Liaise with product providers and assist in policy administration.
- Ensure all advice and documentation meet compliance standards.
Requirements:
- Diploma or degree in Financial Planning, Finance, or related field (or studying towards one).
- 2–3 years’ experience in a paraplanning or administrative support role within the life insurance, risk, or investment industry.
- Solid understanding of life cover, investment portfolios, and risk planning.
- Excellent written and verbal communication skills.
- Strong attention to detail and organisational skills.
Suitable applications can be emailed to
Note: only shortlisted candidates will be contacted
