Our client in George is seeking a Discovery Assistant / Paraplanner to provide administrative and technical support to a Financial Advisor. The ideal candidate will be organised, detail-orientated, and committed to delivering excellent client service while managing time-sensitive tasks.

To provide administration and support to the Financial Advisor by building strong client relationships, delivering superior client service, and applying technical and product knowledge effectively

Key Responsibilities

Areas of responsibility may include, but are not limited to:

• Ensuring all work is completed accurately, comprehensively, and within set quality standards and timelines.


• Drafting and processing new business quotations within required SLA’s.


• Reviewing the new business pipeline, following up, and tracking progress alongside the Financial Advisor.


• Processing and iss...