Precision Paraplanner - Insurance & Financial Planning

Accredited Resource Consulting Services (Pty) Ltd in Nelspruit is urgently seeking a Paraplanner – Insurance & Financial Planning to join their team on a permanent basis. The successful candidate will support the financial planning practice through analysis, documentation compliance, workflow management, and client-ready reports.

Key responsibilities include building client proposal packs, portfolio summaries, and optimisation reports, managing advisor workflow, submissions and SLA deadlines,