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Johannesburg North: Paraplanner posted by Network Finance

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Job Description

About the Role

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 planning and administrative support to allocated Financial Advisers
  • Prepare financial plans, risk management documents, and Statements of Advice in line with adviser strategy, client needs, and compliance requirements
  • Assist with portfolio reviews, ensuring investment strategies remain aligned to client objectives and market conditions
  • Review and manage clients’ risk cover, recommending changes where appropriate
  • Prepare and maintain accurate client reports, review documentation, and correspondence
  • Liaise directly with clients regarding queries, applications, and documentation
  • Gather policy and client information and compile clear, accurate summaries
  • Research product information and prepare quotations and new business applications
  • Manage diaries, prepare for review appointments, and report on new business statistics
  • Maintain and update CRM systems and client records in line with internal procedures

Requirements

  • BCom degree in Finance, Investments, Financial Planning, Economics, or a related field
  • CFP and/or Postgraduate Diploma in Financial Planning
  • Minimum 2 years’ experience working as a Paraplanner
  • Strong understanding of financial planning processes and compliance requirements

Qualifications

  • Bachelor’s degree in Finance, Investments, Financial Planning, Economics, or a related field
  • CFP certification and/or Postgraduate Diploma in Financial Planning
[DO NOT include a “How to Apply” section – this is added automatically]
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How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Finance/Accounting Management Jobs in Gauteng

In Gauteng, South Africa, the finance and accounting management field is a significant contributor to the province’s economy, with various industries relying on skilled professionals to manage their financial operations. Typically, this field offers stable employment opportunities with good prospects for career advancement. Generally, the demand for finance and accounting managers remains high across multiple sectors.

Salary expectations for finance and accounting management positions in Gauteng are generally broad and can vary widely depending on factors such as experience, company size, and industry sector. Broadly speaking, salaries typically range from R400 000 to R1 500 000 per annum, with senior roles often commanding higher remuneration packages. However, these figures are subject to change and may not reflect actual salaries for specific job openings.

Common skills required for finance and accounting management positions include proficiency in financial software, strong analytical and problem-solving abilities, excellent communication and leadership skills, experience with financial reporting and regulatory compliance, knowledge of financial management principles and practices, and a solid understanding of taxation laws. Typically, candidates with a degree in finance, accounting, or business administration are well-suited for these roles.

Finance and accounting managers can be found across various industry sectors, including the financial services sector, technology industry, manufacturing sector, and more. The financial services sector, for example, often employs finance and accounting professionals to manage its operational finances, while the technology industry may require them to oversee the financial aspects of software development or IT projects.

Career progression opportunities in this field are generally good, with experienced finance and accounting managers often moving into senior roles such as department head or director of finance. Many companies also offer training and development programs to help employees acquire new skills and advance their careers.

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This information provides general career guidance. Actual salaries and requirements vary by employer.



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