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- ...SUMMARY: A well-established independent wealth advisory firm is seeking a detail-oriented Paraplanner to support experienced Wealth Managers with financial planning, investment research, and client reporting. This is an exciting opportunity to gain exposure to...
- ...SUMMARY: My client, a leading financial services company is seeking to employ an Paraplanner with a minimum of 5 years experience within the financial industry as a Paraplanner. The ideal candidate will have a relevant B.Com Financial degree (Economics, Finance...
- ...SUMMARY: A paraplanner is a vital member of the financial advisory team, providing crucial technical support POSITION INFO: Our client is looking for a Paraplanner within the financial sector. Key Responsibilities Client Case Preparation: Gather and analyse...
- ...SUMMARY: Leading Investment company based in Centurion seeking a compliant paraplanner/Junior advisor POSITION INFO: Minimum requirements: ~3+ Years Risk/Employee Benefits/Investment experience preferred ~ Relevant Insurance/Finance qualification or...
- ...SUMMARY: Our client in Somerset West, Cape Town, is seeking a skilled Paraplanner to join their team. The ideal candidate will hold a B.Com (Bachelor of Commerce) degree or equivalent tertiary qualification, with a Postgraduate Diploma in Financial Planning being advantageous...
- ...SUMMARY: Paraplanner Our client is currently seeking an experienced Paraplanner to provide comprehensive technical and administrative support to the Director. This role is dedicated exclusively to servicing an established client base, with no business development...
- ...SUMMARY: Junior Paraplanner POSITION INFO: Role: Junior Paraplanner Category: Financial Services Location: Cape Town Salary: 360 000 per annum Our client, a boutique wealth management firm, is looking for a precise, mature, and highly efficient Junior Paraplanner...
- ...Economics) or a relevant BSc Degree ~ CFP and/or Postgraduate Diploma in Financial Planning ~2+ years' relevant work experience as a Paraplanner ~ Strong working knowledge of FICA and FSCA regulatory compliance ~ Proficient in Microsoft Office, especially Excel ~ High...
- ...SUMMARY: An established investment and wealth management environment is looking for a detail-oriented Paraplanner to support a high-performing Wealth Manager and their team. This role offers exposure to portfolio implementation, client engagement, and end-to-end...
- ...SUMMARY: Paraplanner POSITION INFO: Our client, a wealth management firm based in Bryanston, Sandton, is seeking a highly analytical and detail-oriented Paraplanner or Junior Investment Analyst to join their team. This critical role sits at the intersection of...
- SUMMARY: - POSITION INFO: Overview: Our client is a growing holistic independent financial planning business, dedicated to helping clients achieve long-term financial security through tailored advice and comprehensive financial planning. They specialize ...
- ...join a well-established family office that is growing rapidly. We are looking for a recent graduate to join our team as a Junior Paraplanner , providing administrative and entry-level paraplanning support to Financial Advisers. You will be allocated a small...
- ...SUMMARY: Paraplanner POSITION INFO: ~ Our client is seeking a dynamic and experienced Paraplanner to join their team. This role provides technical and administrative support to Financial Advisers and Wealth Planners, involving the gathering and analysis...
- ...- POSITION INFO: 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...
- ...SUMMARY: Paraplanner / Junior Investment Analyst | Sandton POSITION INFO: Paraplanner / Junior Investment Analyst | Sandton Send CVs to - Are you a data-driven investment professional who thrives at the intersection of finance, data, and technology? I am...
- ...: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...
- 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...
- A recent professional profile photo is to accompany your application EMPLOYMENT TYPE : Permanent SECTOR : Finance BASIC SALARY : Market related START DATE : A....
- A well-established Financial Advisor based in Monumentpark, Pretoria is seeking an experienced Paraplanner to join the practice as soon as possible.Key Responsibilities:Sending off new business and follow upEnsuring all FICA documentation is accurate and up to dateAssisting...
- ...SUMMARY: - POSITION INFO: 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...
- ...quality advice and building long‑term partnerships. It’s an excellent fit for someone eager to broaden their experience — including paraplanners ready to step into a more client‑facing, strategic role. Your: Formal Education: BCom CFP Accreditation RE...
- ...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, performance...

