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Johannesburg: Operations Support / Paraplanner

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Job Description

This opportunity sits within a respected and professional wealth management business known for its disciplined investment approach and client-centric culture. The successful candidate will play a key role in supporting the Wealth Manager by delivering consistent, high-quality paraplanning and administrative support. You will be involved in portfolio implementation, client onboarding, and the preparation of proposals, reviews, and reports, while also maintaining ongoing oversight of the investment book. Regular client interaction forms part of the role, ensuring smooth processes, clear communication, and timely resolution of queries. This role is well suited to someone who values accuracy, structure, and professional growth, and who wants to build a long-term career within investments and wealth management. Key Responsibilities Provide paraplanning and administrative support to the Wealth Manager and their team Assist with portfolio implementation and ongoing maintenance of client investment portfolios Support client onboarding processes and ensure compliance with regulatory requirements Prepare and deliver proposals, client reviews, and investment reports Liaise with clients to provide updates, clarify processes, and resolve queries Ensure accurate record-keeping and oversight of the investment book Job Experience and Skills Required Education: Bachelors degree in Finance, Investments, or a related field Honours degree advantageous CFP completed or in progress will be advantageous Experience: Minimum of 2 years experience within the investment or wealth management industry Skills & Competencies: Strong analytical and numerical skills with high attention to detail Demonstrated interest in financial markets, wealth management, and personal finance Ability to work under pressure, manage deadlines, and maintain a sense of urgency Strong professional communication skills Ability to work independently, take initiative, and solve problems effectively Proficient in Excel, PowerPoint, and Outlook Sound understanding of FICA and FAIS regulatory requirements For more exciting Finance vacancies, please visit:

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How to Apply

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

About Accounting / Finance Jobs in Gauteng

In Gauteng, South Africa, the accounting and finance industry is a significant sector, offering various career opportunities for professionals with the right skills and qualifications. Typically, this field is driven by the growth of multinational corporations and local businesses in industries such as technology, financial services, and manufacturing. As a result, job seekers can expect to find a diverse range of roles available, from entry-level positions to senior leadership roles.

When it comes to salary expectations, accounting and finance professionals in Gauteng can generally expect to earn salaries that fall within broad ranges. Typically, salaries for entry-level roles start around R400 000 – R600 000 per annum, while more senior roles can command salaries ranging from R1 million to over R3 million per annum, depending on factors such as experience, company size, and industry sector. However, it’s essential to note that these are broad ranges, and actual salaries may vary widely.

Common skills required for accounting and finance roles in Gauteng include strong technical knowledge of financial management principles, analytical and problem-solving skills, attention to detail, effective communication skills, and proficiency in financial software and systems. Additionally, many employers also value candidates with experience in budgeting, forecasting, and financial analysis. In some cases, a degree or diploma in accounting, finance, or a related field may be required.

Industries that commonly employ accounting and finance professionals in Gauteng include the financial services sector, technology industry, manufacturing sector, and public sector entities. These sectors require skilled professionals to manage their finances, prepare budgets, and provide strategic guidance on financial matters. Job seekers can expect to find opportunities across these sectors, from small businesses to large multinational corporations.

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For those interested in pursuing a career in accounting or finance, there are many development opportunities available. Typically, professionals in this field can progress to senior roles, such as financial manager or director of finance, after gaining relevant experience and developing their skills. Additionally, many employers offer training programs and mentorship opportunities to support the career development of their employees.


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



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