Location
Nelspruit
Job Type
Full-time
Posted
July 09, 2026
Job Description
Our esteemed client in Nelspruit is urgently seeking a Paraplanner – Insurance & Financial Planning to join their team on a permanent basis.
The salary offered is R10 000 CTC per month (no additional benefits).
The successful candidate will be highly accurate, detail-driven, and responsible for supporting the financial planning practice through analysis, compliance documentation, workflow management, and the preparation of client-ready reports. Key responsibilities include building client proposal packs, portfolio summaries, and optimisation reports, managing advisor workflow, submissions, and SLA deadlines, and ensuring full compliance with FAIS, FICA, POPIA, and TCF requirements in all documentation.
Minimum Requirements:
The salary offered is R10 000 CTC per month (no additional benefits).
The successful candidate will be highly accurate, detail-driven, and responsible for supporting the financial planning practice through analysis, compliance documentation, workflow management, and the preparation of client-ready reports. Key responsibilities include building client proposal packs, portfolio summaries, and optimisation reports, managing advisor workflow, submissions, and SLA deadlines, and ensuring full compliance with FAIS, FICA, POPIA, and TCF requirements in all documentation.
Minimum Requirements:
- Matric (Grade 12)
- Minimum 3 years insurance experience across:
- Life Insurance<...