Ma
Posted:
March 03, 2026
Location:
Irene, Irene, South-Africa
Job Description
Minimum Requirements:
- Minimum 3 years experience within a regulated financial services environment.
- Proven experience in an F&I (Finance & Insurance) advisory or support role.
- Relevant qualification in Financial Planning, Wealth Management, or related field.
- RE1 and RE5 certifications (advantageous).
- Strong working knowledge of:
- Investments and portfolio structuring
- Risk products (life, disability, income protection, short-term insurance)
- Retirement planning and wealth management strategies
- Financial needs analysis and compliance processes
- Computer literacy: Microsoft Office Suite and CRM systems.
- Valid Drivers License and own reliable vehicle (essential due to roles travel requirements).
- Strong analytical, administrative, and organisational skills.
- Excellent written and verbal communication skills.
Apply for this Job
Submit your application for the Paraplanner position at Marvel Placement Consultants.
Apply Now Save for LaterJob Overview
Job Type:
Full-time
Location:
Irene, South-Africa
Posted:
March 03, 2026
Deadline:
April 12, 2026