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...
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,...
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,...
Designation: Paraplanner | Paarl, 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: 20 Jan 2026 Reference Number: POS01674 Closing date: 03-Feb-2026 Position Type: Permanent Location: Paarl Cecilia...
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...
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...
Description 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 timelines, and have experience dealing with high-net-worth...
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...
The Paraplanner is a specialist role primarily responsible for producing the financial plan (estate liquidity and investment planning) to meet the clients needs. The Paraplanner needs expertise in risk products and strategies, investment products and strategies, regulation and tax implications. In addition, a thorough knowledge of product features, performance, interest rates, cost and benefits...
Job description:This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Paraplanner to provide an efficient administrative support function to Advisers. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in basic financial...
VACANCY | SENIOR WEALTH INVESTMENT ADMINISTRATOR/ Paraplanner | STELLENBOSCH, WESTERN CAPE | PERMANENT PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people...
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...
Wealth Adviser Assistant (Paarl) Job description:This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Paraplanner to provide an efficient administrative support function to Advisers. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts 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...