Paraplanner

Role overview

Future Planning BlueStar (Backoffice Planning (Pty) Ltd) is an established financial advisory practice in Waterkloof Ridge, Pretoria, led by Judy Kirsten, Founder and CEO of Future Planning. The practice operates within the Sanlam BlueStar environment and provides financial planning support through a structured, detail-driven and client-focused advisory process.

The Paraplanner will support the Financial Adviser with client preparation, financial planning administration, quotation comparisons, application documentation and file preparation, playing a key role in ensuring client files and planning documents are prepared accurately, professionally and on time.

The role best suits a highly organised, detail-orientated paraplanning or financial planning administration professional who can work under pressure and maintain accuracy in a busy advisory environment.

Key responsibilities

• Create and maintain client profiles on Sanfin.
• Draw client information and policy data from Astute.
• Prepare comparison quotes.
• Assist with financial analysis.
• Complete application forms.
• Prepare client files for the Financial Adviser.
• Ensure all documentation is accurate, complete and professionally presented.
• Support the advisory process from administration through to file readiness.
• Manage multiple tasks and deadlines in a high-pressure environment.

Minimum requirements

• Previous experience in a paraplanning or financial planning administration role.
• Minimum 12–18 months’ experience as an absolute minimum.
• Afrikaans speaking.
• Strong spelling and written communication ability.
• High level of accuracy and excellent attention to detail.
• Ability to handle significant pressure and strong multitasking ability.
• Well groomed and professionally presented.
• Non-smoker.

Systems exposure

Sanfin, Astute, financial planning administration systems, quotation platforms, client file preparation systems, Microsoft Outlook, Microsoft Word, Microsoft Excel, and PDF and electronic documentation tools.

Skills and competencies

• Exceptional attention to detail and strong administrative discipline.
• Professional written communication.
• Ability to work accurately under pressure and prioritise effectively.
• High level of responsibility and ownership.
• Strong support orientation towards the Financial Adviser.

Personal attributes

Someone who has already worked in a financial planning or paraplanning support role, understands the importance of accuracy in advice documentation, remains calm and productive under pressure, and takes pride in producing neat, complete and compliant client files.

Remuneration

R15,000 – R23,000 per month depending on experience and suitability, plus 25% of monthly salary as a December bonus, calculated pro rata where applicable. Permanent employment within an established financial advisory practice.