Job Description
As a Graduate Paraplanner, you will work alongside experienced Wealth Managers, assisting with financial planning processes, conducting investment research, preparing reports, and helping draft tailored financial plans for clients. You’ll gain hands-on experience in both the analytical and advisory sides of financial planning, with a clear growth path toward becoming a qualified Wealth Manager.
What You’ll Be Doing
- Supporting Wealth Managers in preparing client financial plans and investment proposals
- Conducting research and analysis on investment opportunities
- Preparing reports and documentation for client meetings
- Ensuring compliance with relevant financial regulations
- Learning from industry experts and developing your technical and advisory skills
Requirements
- Recently completed Bachelor’s degree in Finance, Economics, Investment Management, or a related field
- Strong analytical, numerical, and problem-solving abilities
- Excellent communication and report-writing skills
- High attention to detail and a proactive, curious mindset
- A genuine interest in financial planning and wealth management
- Progress toward or interest in obtaining CFP® certification (advantageous)
Why Apply?
This is an excellent opportunity to launch your career in financial planning with a reputable, growing firm that values development, mentorship, and long-term growth. You’ll be guided by seasoned professionals and exposed to a wide range of investment and planning strategies.
For more exciting (Finance/ Engineering/ IT / Supply Chain / Commercial & C-Suite) vacancies, please visit:
www.********.co.za
If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.
We also invite you to contact us to discuss your next career move in finance!
For more information, contact:
Angelique Jardim
Specialist Recruitment Consultant
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