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Paraplanner

Somerset West
Salary: Market Related
Job Type: Permanent
Sectors: Insurance
Reference: SW006150/JM

Apply before Mar 19 2026 | 27 Days left

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External Application

Vacancy Details

Employer: Helderberg Personnel cc

My client, a leading financial services company is seeking to employ an Paraplanner with a minimum of 5 years experience within the financial industry as a Paraplanner. The ideal candidate will have a relevant B.Com Financial degree (Economics, Finance, Business Management, Accounting, Risk Management or Financial Planning) and Regulatory Exam for Representatives passed (RE5).

Job description:
The Paraplanner will provide an efficient administrative support function to Advisers. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in basic financial planning.

Responsibilities:

Financial Planning support
Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer’s needs, objectives and risk tolerance.
All documents must meet compliance requirements and the relevant legislation, and comply with the company standard documents, policies and procedures.
Prepare statement of advice documentation as required.
Review customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process. Ensure report is accurate and that investment strategy is meeting customer’s objectives. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
Review customers risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
Prepare statement of advice documentation as required.
Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model.
Customer Service
Team management
Administration
Client Relationship Management
Gather Policy information
Compile a summary of information
Research product information
Handling and solving of client enquiries
Handling of new application and quotations
Diary management
Reporting of new business statistics
Preparation of insure review appointments
Maintaining CRM systems

Minimum requirements:

Relevant B.Com Financial degree (Economics, Finance, Business Management, Accounting, Risk Management or Financial Planning)
Regulatory Exam for Representatives passed (RE5)
At least 5 year’s relevant work experience within the financial industry as Paraplanner
Fully bilingual and Afrikaans and English

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About Helderberg Personnel cc

Based in Somerset West, Helderberg Personnel was established in 1998. The company initially started doing placements in the Helderberg Basin and over the years expanded nationally. Our background has proved to be invaluable in providing a high standard of recruitment, screening, evaluation and placement of candidates.

Our Value proposition:
The true value proposition of the Helderberg Personnel brand is our commitment to attending to our clients’ needs, culture and values and to ensure that, through comprehensive interviews with candidates, the overall match is determined to ensure a long term relationship. The identity of the client remains confidential at all times. We understand that our function is to ensure that the candidate must become a strategic partner to a business instead of a mere employee. Helderberg Personnel has achieved a steady growth over the last years and we have evolved into one of the leading agencies in the region. We have made placements cross functional, cross industry and up to senior management level.