Paraplanner

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Zeal HR (Pty) Ltd

Paraplanner

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.

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 support, and exposure to real client cases.

Requirements: • Bachelor’s Degree and currently enrolled in / completed Postgraduate Diploma in Financial

Planning (essential)

• Competence in MS Office (Outlook, Word, Excel) and confidence using MS Teams

• A growth mindset and curiosity about people, planning, and purpose

• Accuracy, ownership, and proactive problem-solving

• Clear communication and teamwork across the advice process

• Commitment to learning and professional growth

• Alignment with company’s values: Integrity, Partnership, Growth, and Care