Paraplanner - Port Elizabeth

Recruiter: Headhunters

Job Ref: PE003965/RVW

Date posted: Wednesday, September 23, 2026

Location: Port Elizabeth, South Africa

Salary: Monthly

SUMMARY: Our client in the financial services industry is seeking to employ a Paraplanner to join their team based in Port Elizabeth. Exciting Opportunity: Join a dynamic and professional team where your analytical, technical and financial planning skills will make an immediate impact. This is an excellent opportunity for a detail-oriented and proactive individual who is interested in developing their career within independent financial advice and practice management. POSITION INFO: Requirements: A relevant tertiary qualification, such as BCom Financial Planning, Accounting, Law, General or a similar qualification Alternatively, relevant industry experience will be considered Strong analytical and problem-solving skills Excellent attention to detail and accuracy Proficiency in Microsoft Office Adaptable and comfortable learning and using new technologies Comfortable using AI tools in a professional environment Ability to perform financial calculations accurately Ability to conduct thorough market research Strong report-writing and written communication skills Interest in and ability to support the preparation of financial advice Willingness to learn all aspects of independent financial advice and practice management Strong technical knowledge and ability to interpret complex financial information Ability to manage client files independently Ability to work closely and effectively with financial advisers Proactive approach with the ability to work in a fast-paced environment High standards of accuracy, professionalism and confidentiality Responsibilities: Providing advice support across risk, estate, investment and retirement planning Supporting the financial planning process using the six steps of financial planning Assisting advisers with the preparation of financial advice Conducting financial calculations and analysis Conducting market research and gathering relevant financial information Preparing accurate and professional client reports and documentation Reviewing and interpreting complex financial data Assisting with the preparation of client files and ensuring all information is accurate and up to date Managing client files independently where required Working closely with financial advisers to support the advice process Assisting with the preparation of compliant advice documentation Using Microsoft Office and relevant technology to complete daily responsibilities Using AI tools where appropriate to improve administration, research and document preparation Keeping up to date with relevant industry developments and financial planning practices Providing general support across independent financial advice and practice management Please note that if you do not receive a response within 2 weeks, your application has been unsuccessful.