Junior Paraplanner

Recruiter:

Pronel Personnel

Job Ref:

1164071506

Date posted:

Tuesday, June 3, 2025

Location:

Pietermaritzburg, South Africa

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

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