Paraplanner

Recruiter:

CA Financial Appointments

Job Ref:

71777

Date posted:

Tuesday, February 10, 2026

Location:

South Africa, South Africa

Salary:

Market related

SUMMARY:
Support our advisory team by preparing accurate, insightful financial plans and helping deliver an e

POSITION INFO:

Support our advisory team by preparing accurate, insightful financial plans and helping deliver an exceptional client experience.

Why join this team?

Contribute to a clientâ€‘centric environment focused on holistic financial planning
Work closely with experienced financial advisors in an established, professional setting
Be part of a team dedicated to delivering highâ€‘quality, personalized financial solutions
Gain exposure across life insurance, investments, retirement, and estate planning

What you will be doing:

Financial Plan Preparation

Gather and organise client data (income, assets, liabilities, insurance)
Update policy documents and perform relevant downloads
Draft comprehensive financial plans across multiple product providers
Prepare comparisons for existing and proposed Life, Investment, and Dreaded Disease products

Research & Analysis

Conduct research on market trends, investment options, tax implications, and insurance structures
Model financial scenarios and projections to support sound client decisions

Compliance & Documentation

Ensure all advice complies with regulatory standards and internal processes
Maintain accurate, complete client files and supporting documentation

Advisor Support

Collaborate closely with financial advisors and business development managers
Prepare professional reports, presentations, and recommendations for client meetings

Client Relationship Management

Assist with ongoing client reviews and portfolio updates
Identify client risks, opportunities, and areas for financial improvement

What we are looking for:

Strong analytical and financial planning skills
Technical understanding of insurance, investments, tax, and retirement planning
Proficiency in financial planning tools, CRM systems, and Microsoft Office
Experience with Workpool and Atwork is advantageous
Excellent reportâ€‘writing and communication skills
Strong organisational ability and attention to detail
Bachelor's degree in Financial Planning, Finance, or related field is advantageous
Prior experience in a paraplanning or financial advisory support role is essential

Benefits and unique aspects:

Opportunities to work with a diverse range of financial products and providers
Exposure to comprehensive financial planning across multiple disciplines
Collaborative, supportive team environment

If you haven't heard back from us within two weeks of submitting your application, unfortunately your application has not been successful this time. We'd still love to stay connected follow us online and keep an eye out for future opportunities that match your profile.

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