An excellent opportunity exists for a Paraplanner to join a professional advisory team based in Northcliff. This role is ideal for a detail-oriented and client-focused individual who enjoys supporting Financial Advisers with technical, administrative, and planning-related functions while building a long-term career in financial planning. Key Responsibilities - Provide comprehensive financial...
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...
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 (Advantage) " Can read and speak Afrikaans and English (Required) " Previous working experience in investment proposals/ financial...
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...
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,...
Looking to build your career in a fast-paced and client-centric financial services environment? A high-performing Private Clients team in Northcliff is on the hunt for a Finance Administrator to take full ownership of their growing investment and life administration book. This is a key support role where accuracy, coordination, and proactive client service are essential. If youre driven,...
Paraplanner Reputable Wealth Mgt / Financial Advisory business seeks organised, professional and client orientated indiv. Pivotal role to assist in providing sound financial advice to clients. Prepare records of Advice and perform calculations on behalf of Wealth Managers / Financial Advisors. Assist in monitoring the para planning...
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...
Aboutthe Role Platinum Talent is seeking a Paraplanner to join a dynamic team in theFinancial Services industry. In thisrole, you will provide comprehensive administrative support to FinancialAdvisers. You willbe responsible for managing a client portfolio, handling transactions, engagingdirectly with clients, and assisting with fundamental financial planning. KeyResponsibilities - Financial...
This practice is known for its professional standards, stable client base, and commitment to doing things properly. You will work alongside experienced Wealth Advisers in a structured, ethical environment where technical excellence and client trust are non-negotiable, and where your contribution directly enhances the quality of advice delivered. Key Responsibilities - Prepare compliant,...
Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is...
Our client is a Johannesburg-based firm offering investment management, financial planning, and estate services. Founded in 2005, it focuses on independent, client-driven advice through a network of equity-owning advisors. Our client is seeking a results-driven Investment Distribution Manager to promote their discretionary fund management (DFM) solutions for financial advisors—both internally...
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...
Location: Sandton, Johannesburg Job Type: Permanent Salary: Market-related, based on total Cost to Company Job Description: We are seeking a highly skilled and experienced Paraplanner to join our Financial Advisory Services team. The successful candidate will be responsible for preparing written Records of Advice, performing calculations, and providing technical support to our Wealth Managers...
Who are we?Sanlam Life Ltd is one of the top financial services providers in the South African market.We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth.Our company is built...
Introduction A well-established financial planner in Pretoria East is looking for an experienced Assistant Paraplanner to join their company. Desired Experience & Qualification • Matric Qualification • BCom Degree (Required) • CFP - Diploma in Financial Planning (Advantage) • Can read and speak Afrikaans and English (Required) • Previous working experience in investment proposals/ financial...
This opportunity sits within a respected and professional wealth management business known for its disciplined investment approach and client-centric culture. The successful candidate will play a key role in supporting the Wealth Manager by delivering consistent, high-quality paraplanning and administrative support. You will be involved in portfolio implementation, client onboarding, and the...
Introduction A well-established financial planner in Pretoria East is looking for an experienced Assistant Paraplanner to join their company. Desired Experience & Qualification • Matric Qualification • BCom Degree (Required) • CFP - Diploma in Financial Planning (Advantage) • Can read and speak Afrikaans and English (Required) • Previous working experience in investment proposals/ financial...
Paraplanner Opportunity We''re looking for a highly skilled Paraplanner to join our team. The ideal candidate has strong report writing and analytical skills, along with a Post Graduate Diploma in Financial Planning. You''ll prepare Records of Advice and financial plans, conduct technical analyses, and work with Wealth Managers. Knowledge of FAIS/FICA compliance is essential
Synopsis: A leading financial planner in Pretoria is looking for a Wealth Advisor/ Assistant, with experience and knowledge in life and risk insurance - long term insurance to join their dynamic company. Job Description: Job Description/Duties: • Assisting Financial Planners in all their administrative tasks • Research product information • Prepare financial planning and investment proposals •...