Investment Paraplanner, Pretoria

Pretoria, South Africa | Posted on 05/05/2026

Support our Financial Advisers by researching, analysing, and preparing financial plans and product recommendations across investments, retirement planning, long-term insurance, short-term insurance, and medical aid.

Key responsibilities

Investments&planning: Prepare investment proposals, retirement projections, and living annuity analyses; conduct portfolio analysis and fund/platform research; draft suitability reports and records of advice per FAIS.

Long-term insurance: Conduct needs analyses and prepare risk cover proposals (life, disability, income protection, severe illness); perform comparative insurer analyses; prepare new business docs, replacement notices, and Section 14 transfers.

Compliance&admin: Submit new business applications across all platforms; maintain client records per POPIA; ensure FAIS-compliant documentation; track pipeline and follow up with providers.

Requirements

RE5 essential; RE1 advantageous (Or in the process)

2+ years' paraplanning or financial services experience

Working knowledge of FAIS Act and General Code of Conduct

Proven experience across investments, long-term insurance, short-term insurance, and medical aid

Fluent English and Afrikaans (Read and Write)

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