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- Minimum requirements: Previous experience within the financial services industry/ Diploma in Financial Planning, Financial Services, or a related field with Relevant administrative experience Good understanding of financial products, client documentation, and compliance...
- Must have Matric / Grade 12, Completed RE Exam, working knowledge of FAIS / FICA Legislation, FAIS Accreditation, 5+ years experience in the financial planning industry, proficiency in financial planning software and analysis tools, Advanced Excel skills and proficiency...
R 12,000 - 18,000 per month
...Minimum & ideal qualifications: BCom Degree BCom Hons Minimum & ideal previous experience: ~ No experience ~ Previous paraplanner or administrator experience at an actual Financial Planning office (not head office) Package & Remuneration R 12 000 R 18...- ...PARAPLANNER Location: South Africa Employment Type: Permanent Salary: Market Related Role Overview We are seeking an experienced and highly detail-oriented Paraplanner to work closely with a Financial Adviser in delivering comprehensive financial planning...
- Are you a highly organised and detail-oriented financial professional looking for a challenging role in a dynamic national organisation? Our client, a leading player in the financial services sector with offices in both Pretoria and Bellville , is seeking a meticulous...
- Paraplanner
- ...:00 16:30, on-site An established financial planning practice based in Durban is looking for a professional, detail-oriented Paraplanner to join their high-performing team. This role is ideal for a candidate with strong experience in financial advice processes, compliance...
- ...Introduction A well-established financial planner in Northcliff is looking for an experienced Assistant Paraplanner to join their company. Desired Experience & Qualification Matric Qualification BCom Degree (Required) CFP - Diploma in Financial Planning (...
- Key Responsibilities ~ Financial Planning support ~ Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customers needs, objectives and risk tolerance ~ Prepare statement...
- ...Overview This is an opportunity for a dynamic Financial Planner / Paraplanner to join a well-established office. In this role, the financial planner will assist the financial advisor in all respects. This includes financial planning for new clients, reviews, and client...
R 35,000 - 45,000 per month
...committed to excellence and client-centric solutions. Our client, a well-established organization in Durban, is seeking a dedicated Paraplanner to support their advisory team and ensure high-quality financial advice documentation. What You'll Do: Research and...- ...Paraplanner with a relevant Finance, Investment or Economics Degree AND Postgraduate Diploma in Financial Planning OR CFP qualification and with minimum 3-5 years’ Paraplanning experience, required to provide administrative support to Advisers and attend to a portfolio...
- ...Reference: DUR003719-JK-1 Umhlanga. Working hours: 10h00 – 18h00. Exciting opportunity exists for a detail-oriented Paraplanner to join a UK-based company expanding its operations in KZN. This role is ideal for a proactive individual passionate about financial planning...
- A recent professional profile photo is to accompany your application EMPLOYMENT TYPE : Permanent SECTOR : Wealth Management BASIC SALARY : Market related START DATE : ...
- ...Africa and into Africa. A dynamic wealth management company based in La Lucia requires a suitably experienced and qualified Senior Paraplanner to assist with all wealth management planning and advice related activities on an initial and ongoing basis. Must have Matric /...
- Our client, a well established financial services firm based in Cape Town, is looking for a detail oriented Paraplanner to join their growing team. The successful candidate will provide technical and administrative support to financial advisers, helping to prepare comprehensive...
- BDO Wealth Advisers ( has an opportunity for a Para-Planner to join the BDO Financial Planning team, in our Cape Town office. This appointment is for a full time, permanent position. What this position offers: The opportunity to work with senior Financial Planners ...
- Read some of our best articles with tips and advice for the workplace Reference: 11331 CM Consultant: Christa Mostert Provide technical and analytical support to financial advisers throughout the financial planning process. Research and compare financial...
- ...About the Role An exciting opportunity is available for a Paraplanner to join an established financial services team in Gqeberha/ Port Elizabeth. This role is suited to an energetic and motivated individual with a strong interest in financial planning, who is looking...
- ...Combined Wealth, a proud franchise of Fairbairn Consult, is looking for an energetic and motivated Paraplanner/Financial Planner to join our growing team. Who are we? Combined Wealth is well established franchise operating under the well-established Fairbairn...
- ...ways that will create a positive future for them, their families, their communities and broader society. Job Description A paraplanner in South Africa's financial services sector is a professional who supports financial planners and advisors by handling the technical...
- ...to our clients'âÃÂàfinancial wellbeing.Job description: This is an opportunity for a dynamic Financial Planner / Paraplanner to join a well-established office. In this role, the financial planner will assist the financial advisor in all respects. This...
- Description ~ BDO Wealth Advisers ( has an opportunity for a Para-Planner to join the BDO Financial Planning team, in our Cape Town office. This appointment is for a full time, permanent position. What this position offers: The opportunity to work with senior...
- Read some of our best articles with tips and advice for the workplace Reference: 11385 MB Consultant: Marié Bosman Provide administrative and operational support to financial advisors. Act as the key link between advisors, product providers and clients....
- Johannesburg, South Africa | Posted on 15/10/2026We are a specialist property finance and mortgage brokerage looking to hire a reliable, detail-oriented Full Time Para planner to support senior brokers with the day-to-day administration of live cases.This is a non-sales...
Talent Shore Ltd.
Johannesburg, Gauteng3 days ago - ...who have recently completed their degree and are eager to start a career in paraplanning and wealth management . As a Graduate Paraplanner , you will work alongside experienced Wealth Managers, assisting with financial planning processes, conducting investment...
Network Recruitment
Johannesburg, Gauteng5 days ago - Johannesburg, South Africa | Posted on 15/10/2026 We are a specialist property finance and mortgage brokerage looking to hire a reliable, detail-oriented Full Time Para planner to support senior brokers with the day-to-day administration of live cases. This is a non...
Talent Shore Ltd.
Johannesburg, Gauteng2 days ago - Talent Shore Ltd. is hiring a reliable, detail-oriented para planner to support senior brokers in day-to-day administration of live cases. This fully remote role focuses on keeping deals moving, maintaining high standards of organisation, and timely follow-up, with ...
Talent Shore Ltd.
Johannesburg, Gauteng5 days ago - Requirements: Grade 12 / Matric Tertiary qualification (Bachelor's Degree in Commerce, Finance, Investments would be essential)3 - 5 year's experience in financial services or in a similar role. Experience in Financial Planning would be an advantage (Certified Financial...
Headhunters
Durban, KwaZulu-Natal6 days ago - ...Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a paraplanner in South Africa's financial services sector. This role supports financial planners and advisors by handling technical, research, and administrative aspects of planning. The position involves...
Old Mutual Life Assurance Company (Sa) Ltd (Pfa)
South Africa4 days ago
