Junior Paraplanner

SUMMARY:
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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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