PARAPLANNER

Recruiter: Dante Personnel

Job Ref: CPT008361/AD

Date posted: Wednesday, August 19, 2026

Location: Roodepoort, South Africa

SUMMARY: PARAPLANNER ROODEPOORT R42 000 Ctc Per Month / Depending On Experience POSITION INFO: Minimum requirements: Minimum 2 - 3 years' experience in a paraplanning, financial advice support, or related role within financial services Solid understanding of investment, retirement, risk, and estate planning principles Familiarity with FAIS/FSCA compliance requirements and Record of Advice documentation Fluent in Afrikaans and English, both spoken and written - client base requires full bilingual competency Gather and analyse client financial information (Income, expenses, assets, liabilities, insurance, investments, retirement provisions) Prepare comprehensive financial plans, cash flow models, and investment/risk recommendations for adviser review Conduct product and fund research and comparisons across providers Draft Records of Advice (ROA) and other compliance documentation in line with FAIS/FSCA requirements Liaise with product providers to obtain quotes, illustrations, and policy documentation Prepare client review packs and support annual review meetings Maintain accurate, up-to-date client records on the practice management/CRM system Ensure all advice documentation meets internal compliance and regulatory standards Supporting the adviser with implementation of advice and other admin duties Prepare annual tax and provisional tax calculations Proficient in MS Office (especially Excel); experience with financial planning software advantageous Strong analytical and numerical skills High attention to detail and accuracy Well organised, able to manage multiple client files and deadlines Team player, comfortable working closely with an adviser under pressure Discreet and professional in handling confidential client information Consultant: Amelia Dienie - Dante Personnel Cape Town Apply via our website If you do not hear from us within 5 days, please accept that your application was unsuccessful