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- 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...
- ...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 (...
- ...: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...
- A recent professional profile photo is to accompany your application EMPLOYMENT TYPE : Permanent SECTOR : Finance BASIC SALARY : Market related START DATE : A....
- ...Paraplanner with a relevant Finance, Investment or Economics Degree AND preferably a Postgraduate Diploma in Financial Planning OR CFP qualification and minimum 5 years’ Paraplanning experience, required for an FSP based in Bloemfontein. Responsibilities: Financial...
R 10,000 per month
...Wednesday, July 8, 2026 Location Nelspruit, South Africa SUMMARY Our esteemed client in Nelspruit is urgently seeking a Paraplanner – Insurance & Financial Planning to join their team on a permanent basis. The salary offered is R10 000 CTC per month (no...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...- A recent professional profile photo is to accompany your application EMPLOYMENT TYPE : Permanent SECTOR : Wealth Management BASIC SALARY : Market related START DATE : ...
- ...Recruiter The Recruitment Council Job Ref Paraplanner | Bloemf.. Date posted Friday, June 19, 2026 Location bloemfontein, Free State, South Africa Salary market related SUMMARY Paraplanner | Bloemfontein POSITION INFO Our client is seeking...
- ...Economics, Finance, Business Management, Accounting, Risk Management or Financial Planning) Regulatory Exam for Representatives passed (RE5) At least 5 year's relevant work experience within the financial industry as Paraplanner Fully bilingual and Afrikaans and English
- ...partnering with our clients to work towards the common goal of building businesses through it's people. The Service Advisor (Jnr Paraplanner) will assist in the preparation and construction of financial plans for top tier clients under the supervision of one of South...
- ...to our clients'âÃÂàfinancial wellbeing.Job description: This is an opportunity for an experienced, CFP-qualified paraplanner to join an established advice-led practice within PSG Wealth Northcliff serving a sophisticated high-net-worth client base. The...
- ...Insure. Each applies its own dedicated focus to our clients'âÃÂàfinancial wellbeing.Job description: We require a Paraplanner to provide an efficient administrative support function to a Wealth Adviser. In this role you will be allocated a portfolio of clients...
- ...Insure. Each applies its own dedicated focus to our clients'âÃÂàfinancial wellbeing.Job description: We require a Paraplanner to provide an efficient administrative support function to Advisers. In this role you will be allocated a portfolio of clients to...
- ...Konnek (voorheen bekend as Solidariteit Finansiële Dienste en deel van die Solidariteit Beweging) is opsoek na ‘n Paraplanner om by ons dinamiese advies span aan te sluit wat fokus op lewensversekering, beleggings en verwante produkte. Die suksesvolle kandidaat sal...
- Investment Administration Processing new investment applications. Processing additional investments, switches, withdrawals, and transfers. Assisting with Retirement Annuity, Preservation Fund, Living Annuity, and Endowment administration. Preparing investment review documentation...
- ...culture of compliance across the business. The successful candidate will work closely with Wealth Managers, Administrators, and Paraplanners, proactively identifying compliance risks while ensuring alignment with all relevant legislation and industry standards. Key...
- ...Experience: Approximately 5 years of experience within the financial services industry. Prior experience as a Wealth Manager or Paraplanner is preferred. Language: Fluency in both English and Afrikaans is required to serve the client base effectively. Technical...
- ...switches and local and offshore investments for clients Preparing client quotes and comparisons with various FSP’s Working with Paraplanner to prepare client proposals Preparation of reports, agendas, presentations and spreadsheets General admin support...
- ...monitoring reports and maintain compliance records. Provide guidance to Financial Planning Partners, Business Development Managers, Paraplanners, and Operations teams on advice quality and compliance requirements. Support audit processes and regulatory reviews....
- ...of the Wealth Manager. Assist with the preparation of client review packs, working closely with the administrative team and Paraplanners where required. Compliance Responsibilities Apply a basic working knowledge of the FAIS General Code of Conduct...
- ...springboard for someone looking to build a career in wealth management. In this position, you will work closely with Wealth Advisors and paraplanners, providing crucial administrative support and engaging directly with clients to ensure a seamless service experience. Key...
- ...perfect blend of "clout" and "hustle." This role is open to all races and is ideally suited for established BDMs, Wealth Managers, Paraplanners, and Investment Consultants. Executive Presence: You carry yourself with a polished demeanour and personality that effortlessly...
- ...networks and build alliances to grow and strengthen internal support bases. Provide support and coaching the wealth managers, paraplanners and other staff as required. Lead team effectively and efficiently across the HR value chain including recruitment,...
- ...Job Description: Paraplanner Summary: A paraplanner is a finance professional who supports financial planners and advisers by efficiently handling administrative tasks, organizing client records, analyzing financial information, writing reports, and preparing investment...
- ...(Advantageous) Regulatory Exam (RE5) for Representatives passed 2+ years' experience in a financial service environment as a Paraplanner Proficient in both spoken and written English and at least one other of the official South African languages Computer literacy...
R 6,500 per month
...practice management, financial literacy, marketing, and digital tools. Receive continuous mentorship and coaching Year 2 – Paraplanner Role (Transition Phase) Salary: R14 000 per month Focus: Holistic financial planning and advanced technical skills Transition...