Get new jobs by email
- If you are passionate about financial planning, thrive in a fast-paced environment, and enjoy building long-term client relationships, this could be the ideal next step in your career. Key Responsibilities: Attend client and partner meetings alongside the Wealth Manager...
- ...We’re Hiring: Paraplanner | George, Western Cape An established and rapidly growing financial advisory practice in George is looking for an experienced Paraplanner to join our team. This is an opportunity to work closely with an experienced financial adviser and play...
- 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...
- 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...
- ...Our insurance client based in Ruimsig is seeking a dedicated Paraplanner to partner closely with their adviser, delivering thorough financial analysis, well‑structured advice documentation, and exceptional client support. The role requires a bilingual professional with...
- ...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...
- ...your career within a highly respected wealth management practice? Our client is seeking a fully bilingual (English and Afrikaans) Paraplanner to provide end-to-end technical, compliance, and research support to a busy financial adviser. Responsibilities:...
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...- ...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 (...
- 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...
- ...: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...
- ...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...
- A recent professional profile photo is to accompany your application EMPLOYMENT TYPE : Permanent SECTOR : Wealth Management BASIC SALARY : Market related START DATE : ...
- ...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...
- ...ownership and responsibility. This opportunity is particularly suited to an administrator who wants to build a long-term career in financial planning administration , rather than an experienced paraplanner or financial adviser seeking a short-term administrative role.
- ...ASSISTANT TO FINANCIAL PLANNERArea: Nelspruit, MpumalangaIndustry: InsuranceOur client is seeking a high accuracy, detail driven Paraplanner to support our financial planning practice with analysis, compliance documentation, workflow management, and client ready reporting...
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...