Paraplanner [ ACI candidate ] [ R 240 000.00 annually ] | Pretoria East, Tshwane | Ref : PSG20220519/01


  • Administration
  • Client Relationship Management
  • Investment analysis and proposal
  • Gather Policy information
  • Compile a summary of information
  • Research product information
  • Prepare and implement investment proposals
  • Handle new application and quotations
  • Calculate tax/legal implications of investments
  • Cash flow and performance calculations
  • Pre-Retirement planning calculations
  • Handle and solve client enquiries
  • Diary management
  • Report new business statistics
  • Prepare investment review appointments
  • Train and mentor new employees
  • Keep track of assets under management
  • Maintain CRM system
  • Rebalance and maintain existing portfolios
  • Prepare and distribute monthly/quarterly statements

Minimum requirements:

  • Completed Bachelor of Commerce in Finance – such as BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics)
  • 3 year’s relevant work experience within the financial industry with policy, systems and financial product knowledge
  • Proficient in both spoken and written English and at least one other of the official South African languages
    Proficient in MS Office (Excel, Word, Outlook)


  • Analytical thinking
  • Attention to detail
  • Communication skills
  • Team-player


  • R 240 000.00 annually 

More Information

Only candidates with package can apply for this job.
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