Junior Paraplanner | Bryanston

Recruiter

The Recruitment Council

Job Ref

Junior Paraplanner |..

Date posted

Wednesday, July 22, 2026

Location

Johannesburg, South Africa

Salary

Market Related

SUMMARY

Junior Paraplanner | Bryanston

POSITION INFO

Key Responsibilities Financial & Investment Planning: Formulate personalized financial, investment, retirement, and estate plans based on strategies set by Advisers. Proposals & Reviews: Research, compare, and prepare comprehensive investment proposals, portfolio reviews, and product recommendations across major product houses. Risk & Insurance Analysis: Draw and compare quotations from various insurers, conducting side-by-side product comparisons to identify optimal client solutions. Compliance & Administration: Ensure all documentation adheres strictly to FAIS, FICA, and POPI legislation. Prepare applications, process transfers, and handle client inquiries. Estate Planning: Assist with estate planning strategies and drafting of Wills. Partner Relations: Liaise directly with product providers to manage and expedite applications and client requests. Requirements & Qualifications Education: Relevant Financial / Investment Degree or Diploma. Experience: Minimum 3 years in a financial/investment environment. At least 2 years direct experience within an Independent Financial Adviser (IFA) practice. Technical Knowledge: Solid understanding of South African financial products (Old Mutual, Liberty, Momentum, etc.), tax planning, retirement, risk, and estate planning concepts. Software & Tech: Advanced MS Office skills (especially Excel); experience with financial planning software ( atWork experience is highly advantageous). Licensing: Valid driver's license and own reliable vehicle.