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 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 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 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...
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...
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...
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 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...
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...
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...
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...
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,...
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,...
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...
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...