Junior Paraplanner (Graduate)

Recruiter:

Helderberg Personnel CC

Job Ref:

SW006154/AM

Date posted:

Thursday, February 19, 2026

Location:

Paarl, South Africa

SUMMARY:
Paarl - This is an opportunity to join a well-established family office that is growing rapidly. We are looking for a recent graduate to join our team as a Junior Paraplanner, providing administrative and entry-level paraplanning support to Financial Advisers.
You will be allocated a small portfolio of clients and will assist with client queries, processing transactions, maintaining records, and supporting the preparation of basic financial planning documentation — with guidance and mentorship from senior team members.

POSITION INFO:
Key Responsibilities
Paraplanning Support (Junior Level)

Assist with compiling information needed for financial plans and risk recommendations
Draft and format basic financial planning and/or risk documents based on adviser instructions and templates
Support the preparation of Statement of Advice documentation (where required), using company templates and compliance guidelines
Assist with customer portfolio review packs and reports by checking data accuracy and updating standard sections
Help review customer risk cover information and gather updated details for adviser review

Client Service & Relationship Support

Handle routine client enquiries professionally and escalate complex issues where needed
Assist with quotations, new applications, and follow-ups with product providers
Request, collect and capture policy and account information accurately
Maintain client records and CRM notes to ensure information is complete and up to date

Administration & Team Support

Diary and appointment coordination (e.g., annual review preparation)
Compile summaries of client information for adviser meetings
Update CRM systems and assist with reporting (e.g., new business statistics)
General admin support to advisers and the paraplanning team

Minimum Requirements

Completed BCom (Finance / Business Finance / Investments / Financial Planning / Economics / Financial Sciences / Investment Management or similar).
Strong computer literacy (MS Office: Excel, Word, Outlook).
Excellent written and spoken English, plus at least one other South African official language.
Strong attention to detail and willingness to learn.

Advantageous (Not Required)

RE5 passed (or willingness to work toward completing it within an agreed timeframe).
Any internship/part-time experience in financial services, insurance, investments, or administration.

Competencies

Client-centric and professional
Clear communication and strong interpersonal skills
Organised and able to manage deadlines
Good analytical and problem-solving ability
High attention to detail
Resilient and eager to learn and grow

Development Path (Recommended)

Growth toward CFP and/or a Postgraduate Diploma in Financial Planning.

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