A recruitment agency is seeking an experienced Paraplanner in Randburg, South Africa. The role involves providing administrative and technical support to Financial Advisers and Wealth Planners, including the preparation of financial plans and proposals. Ideal candidates should have a relevant financial qualification and at least 5 years of experience in the financial sector, particularly within...
A financial services company in South Africa is seeking a highly skilled Paraplanner to join their team. The role requires strong analytical abilities and excellent communication skills in both English and Afrikaans. Applicants should have a financial qualification and more than one year of estate planning experience. Responsibilities include consolidating policies, preparing financial...
A respected wealth management practice is looking for a skilled Paraplanner to enhance their advisory support. In a structured environment, this role requires preparing financial plans, conducting investment research, and ensuring compliance with regulations. The ideal candidate should have 2+ years in paraplanning, a strong understanding of financial and retirement planning, and proficiency in...
A leading wealth management firm in South Africa is seeking an experienced Paraplanner to enhance the quality of financial advice delivered by Wealth Advisers. The ideal candidate will have extensive experience in financial planning and cashflow modelling, alongside strong regulatory knowledge. This role promises a structured, professional environment with robust compliance support, providing...
An established company within the financial sector is seeking to hire a highly skilled and experienced Paraplanner to join their team. This is an excellent opportunity for an individual with strong analytical skills and the ability to liaise with stakeohlders. Education - A financial qualification is essential (e.g. B Com finance, accounting, investment management) - A Post Graduate diploma in...
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 investment support, making it ideal for someone eager to grow within the wealth management space. This opportunity sits within a respected and...
Support Paraplanner page is loaded## Support Paraplannerlocations: Pinelandsposted on: Posted Todayjob requisition id: JR-75461Let's Write Africa's Story Together!Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionnaThe key focus of this role is to generate qualified leads for the Financial Advisors. The incumbent is accountable for...
A client-focused wealth management firm is looking for a dedicated Paraplanner to join their advisory team in Gauteng. The ideal candidate should have over 5 years of experience in financial planning, be fluent in English, and possess strong attention to detail. This role combines office-based work for the initial 3 months, transitioning to a hybrid model. Responsibilities include managing client...
Recruiter: HR Genie Job Ref: D 2602 PARA Date posted: Sunday, January 11, 2026 Location: Bloemfontein, South Africa Salary: Market related 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...
A wealth management practice in Pretoria is seeking a qualified CFP Paraplanner to enhance their core team. This role involves analyzing client financial data, researching financial products, and preparing compliant recommendation reports. Ideal candidates should have a CFP qualification, 1-2 years of paraplanning experience, and knowledge of SA financial legislation. The position offers a salary...
Bedfordview, South Africa | Posted on 22/01/2026 - Location Type Hybrid (Part office, Part remote) - Job Type Permanent - Salary R20 000 - R25 000 per month - Remuneration Term Per Month - Date Opened 22/01/2026 - State/Province Gauteng - City/Town Bedfordview - Country South Africa Job Description A client-focused wealth management firm is offering an exciting opportunity for a dedicated...
- 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 of client data, preparing financial and investment plans, and producing proposals, applications, and portfolio reviews. The position involves supporting strategy development,...
A highly respected and established wealth management practice is seeking a skilled Paraplanner to strengthen its advisory support function. This role is ideal for a technically strong professional who values accuracy compliance and delivering high-quality financial planning support within a reputable long-term focused environment. This practice is known for its professional standards stable...
A leading African financial services firm is seeking a Support Paraplanner in Cape Town to generate qualified leads and assist financial advisors. The role involves sourcing new business and maintaining existing client relationships through effective communication and telephonic service. Applicants must demonstrate strong customer focus and decision-making skills, ensuring accountability in...
A reputable investment firm in Johannesburg seeks a detail-oriented Paraplanner to assist a Wealth Manager. This role involves paraplanning, client onboarding, and preparing investment proposals and reports. The ideal candidate will have a Bachelor's in Finance, strong analytical skills, and a minimum of 2 years' experience in wealth management. Proficiency in Excel, PowerPoint, and Outlook is...
A financial advisory firm in Bloemfontein is seeking a Paraplanner to provide crucial technical support to its advisory team. The ideal candidate will gather and analyze financial information, conduct in-depth research on financial products, and draft comprehensive reports. Candidates should possess a degree in finance or a related field and have strong skills in communication and analytical...
CFP Paraplanner position available in Pretoria. Our client, a dynamic wealth management practice, is looking to strengthen its core team. We are looking for a qualified Paraplanner who is ready to step into a pivotal support role. If you are a CFP with a passion for detail and a solid grasp of FAIS compliance, this role offers the perfect platform to deepen your technical expertise while...
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 of client data, preparing financial and investment plans, and producing proposals, applications, and portfolio reviews. The position involves supporting strategy development,...
A dynamic recruitment agency is seeking an experienced Paraplanner in Johannesburg. The role involves providing technical support to Financial Advisers, preparing financial plans, and managing compliance with legislative requirements. Ideal candidates will have a relevant financial degree and 5+ years of experience in the financial sector, including a strong background in an Independent Financial...
A financial advisory firm is seeking a dynamic Paraplanner to provide technical and administrative support to Financial Advisers. The role involves preparing financial and investment plans, ensuring compliance, and managing the ongoing client review process. Candidates should have a relevant financial degree, at least 3 years of experience in a financial environment, and strong knowledge of...