The JUNIOR Paraplanner/Client Relationship Officer (CRO) first and foremost are responsible for the servicing of all our existing private clients that form part of the Wealth Team’s allocated client book. The JUNIOR Paraplanner/CRO provides first class service to all clients and as such maintain and increase the Company’s market share in the areas of Funds Under Management. These individuals...
A leading African financial services firm is seeking a Support Paraplanner to generate qualified leads for Financial Advisors. This role requires effective communication, customer focus, and relationship management skills. The incumbent will be responsible for sourcing new business and maintaining relationships with existing customers through telephonic service. A passion for the financial sector...
Vacancy: PARAPLANNER Area: Nelspruit, Mpumalanga Industry: Insurance / Financial Services / Medical Aid Requirements: - Insurance / Medical aid experieence or - Financial Services experience - Srong administrative experience - Offering support to Financial Advisor - Regulation of regulatory requirements - Fluent in both Afrikaans & English - Working on deadlines - Must be able to handle...
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...
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 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...
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...
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 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 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...
A financial services recruitment agency is seeking a Junior Paraplanner/Client Relationship Officer in Johannesburg, responsible for servicing private wealth clients within the Wealth Team. The role emphasizes maintaining client relationships, addressing queries, and following up with appointments. Ideal candidates should possess a finance-related degree and 3-5 years of experience in financial...
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...
Support Paraplanner page is loaded## Support Paraplannerlocations: Pinelandsposted on: Posted Todayjob requisition id: JR-75520Let'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...
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...
The Senior Paraplanner/Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated Wealth Specialist’s team that they work for. They provide first class service to all clients and as such increase the Company’s market share in the area of Funds Under Management. These individuals build a trusting relationship with the private wealth clients, fostering...
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 leading financial services firm in Johannesburg is seeking a Senior Paraplanner/Client Relationship Specialist. This role focuses on providing exceptional service and developing trusting relationships with private wealth clients. Responsibilities include client reviews, managing leads, and ensuring compliance with regulations. The ideal candidate will have a recognized FSCA qualification,...
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...