paraplanner jobs

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...

Paraplanner (with professional certification)

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,...

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...

Job Location : Pretoria, Gauteng, South AfricaApplication Deadline : January 23, 2026 Job description: - This is an opportunity to join a well-established office and team which is growing rapidly. We require a Paraplanner to provide an efficient administrative support function to Advisers. - This role bridges the gap between administration and advisory functions — enhancing the quality of...

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...

Career We are UK company looking to grow a Paraplanning team in South Africa to support our UK people who are very busy due to our growth and exciting plans. This is an exciting opportunity to support our mission. As a UK based firm we are very down to earth and agile in our approach to management and we think you will like being here... a lot. About the role We are a fast-paced, UK based...

About the Role We are looking for a detail-oriented Paraplanner to support our financial planners with research, reports, and client documentation. The ideal candidate is organised, analytical, and able to work in a fast-paced financial services environment. Key Responsibilities - Assist with preparing financial plans, FNAs, retirement projections, and risk analyses - Conduct product and...

Designation: Paraplanner | Bellville, Western Cape | Permanent Category: Administration and Operations Job Level: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents Posted by: PSG Financial Services Posted on: 24 Nov 2025 Reference Number: POS40197 Closing date: 08-Dec-2025 Position Type: Permanent Location: Vineyards...

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...

A boutique wealth management firm is offering an exciting opportunity for a dedicated Paraplanner to join one of their dynamic, value-driven advisory divisions. This role is ideal for someone who is deeply passionate about paraplanning and finds fulfilment in delivering excellence, precision, and high-quality support to a team of Certified Financial Planners. The position is office-based for the...

Designation: - Paraplanner | Bloemfontein, Free State | Permanent - Category: - Client/Intermediary Services - Job Level: - Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents - Posted by: - PSG Financial Services - Posted on: - 17 Nov 2025 - Reference Number: - POS40191 - Closing...

Our Client, a prominent brand name in the Financial Services Industry; is seeking to employ a highly experienced Senior Paraplanner / Administrator (long-term insurance and investment) to their team based in Port Elizabeth. RE5 Qualification is essential. Candidates must be able to work under pressure, manage time-lines, and have experience dealing with high net worth individuals. This is an...

Our client is looking for a Paraplanner to join their team in Sandton Roles and Responsibilities Financial Planning Support Conduct research on investment, retirement, and insurance products. Prepare financial needs analyses (FNA). Draft client proposals, investment summaries, and retirement planning reports. Analyse client portfolios and make recommendations based on suitability and...

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...

Our client is looking for a Paraplanner within the financial sector. Key Responsibilities - Client Case Preparation: Gather and analyse clients financial information, such as income, expenditure, assets, liabilities, insurance policies, and existing investments. Compile comprehensive files to ensure advisers are equipped with all necessary data before client meetings. - Financial Research and...

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...