Advisory Paraplanner

Overview

A paraplanner in South Africa’s financial services sector supports financial planners and advisors by handling the technical, research, and administrative aspects of financial planning. This role is not typically client-facing, but it ensures that financial advice is accurate, compliant, and well-documented.

Responsibilities

• Data Collection and Analysis: Collate and analyze data using preset tools, methods, and formats; work independently.
• Information and Business Advice: Resolve queries from internal or external customers or suppliers by providing information on complex processes and related policies; refer issues to others for policy interpretation as needed.
• Document Preparation: Prepare moderately complex documents using standard office software; gather and summarize data for reports.
• Insights and Reporting: Extract and combine data to generate standard reports.
• Customer Relationship Management / Accou...