Investment Paraplanner, Pretoria
Investment Paraplanner, Pretoria
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Pretoria, South Africa
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Posted: less than a week ago
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Description
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)
#J-18808-Ljbffr
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)
#J-18808-Ljbffr
Highlights
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Company nameReimagine Group
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Job positionInvestment Paraplanner
Safety Tips
Be careful with commission-based ’work-from-home’ positions that offer an unrealistically high income.
More info about this ad
Investment Paraplanner has been posted in the Pretoria Accounting, Financing & Banking category on Locanto.
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