About the position
If you are a Financial Planning graduate and keen to advance your career in a multi-award-winning FSP, then this position is ideal for you! This position is based in Pretoria East.
The Service Advisor (Jnr Paraplanner) will assist in the preparation and construction of financial plans for top tier clients under the supervision of one of South Africa's top Financial Planners who has published several books on the subject.
This role forms a critical part of the advice process, providing structured technical, administrative, and client service support to Financial Advisers. The successful candidate will contribute to delivering a high-quality client experience while ensuring that all processes and documentation meet regulatory and internal governance requirements.
Key Responsibilities
- Provide technical and administrative support to Financial Advisers
- Prepare financial planning and investment documentation for review
- Maintain accurate, complete, and audit-ready client records
- Liaise with clients, product providers, and internal stakeholders
- Assist with implementation and follow-up of financial planning recommendations
- Support client meetings, scheduling, and ongoing servicing
- Ensure strict adherence to FAIS, FICA, and internal compliance standards
Minimum Requirements
- A relevant financial planning qualification
- Must be committed to enrolling for and completing the Certified Financial Planner (CFP®) designation
- Previous experience in a financial services or advisory support role will be advantageous
Skills and Qualities Required
- Client Interaction & Communication
- Technical & Administrative Skills
- Compliance & Risk Awareness
- Computer literate with an excellent command of Excel.
- Fluent in both English and Afrikaans
- Own car with driver's license.
Behavioural Qualities
- Professional, reliable, and self-motivated
- Ability to work in a structured, process-driven environment
- Team-oriented with a service-driven mindset
- Willingness to learn, grow, and develop within the financial planning profession
Salary
- The salary is open for discussion and will be market related in line with your qualifications, skills and experience.
Desired Skills:
- financial planning
- cfp
- fsp
- compliance
- investments
- wealth
- insurance
