Paraplanner

Full-time Other-General

Our client, a leading player in the financial services industry, is seeking a dynamic Paraplanner to join their Pretoria office. With a mission to help clients live with clarity, confidence, and purpose, they believe that great financial planning doesn’t just manage money, it transforms lives. This role offers the opportunity to be part of a strength-based team where technical expertise meets human impact, turning complex data into actionable strategies that empower clients across every domain of life.

Zeal HR (Pty) Ltd

Paraplanner

Responsibilities

• Translate complex client data into clear financial reports and recommendations
• Collaborate with financial planners to prepare holistic advice documents
• Manage compliance and ensure client files meet FPI and FSCA standards
• Contribute to client review meetings by identifying key insights and opportunities
• Learn continuously through mentorship, study s...