South Africa: PARAPLANNER CPT

April 28, 2026 Jobs in South Africa

Job Description

Our client, a well established investment institution, requires the expertise of a qualified financial professional. Education: Postgraduate Diploma in Financial Planning Working toward or having achieved Certified Financial Planner® (CFP) status At its core, the paraplanners role is to assist financial advisors by preparing financial plans, conducting technical analysis, and ensuring compliance with regulatory standards. This includes: – Conducting financial needs analyses (risk, pre-retirement, post-retirement) – Preparing investment proposals and client review files – Managing client relationships and coordinating with product providers – Ensuring documentation complies with CAR, POPI, FICA, and FAIS regulationJob – Performing quality control and overseeing implementation of advice – In-depth understanding of financial planning systems and tools used. Research and Data Gathering: Collecting and analyzing client financial information, market data, and product details. Product and Strategy Analysis: Evaluating financial products, investment opportunities, and assisting the advisor with implementing suitable strategies. Proficiency in: X-Plan, financial planning software, and CRM systems. Strong analytical, communication, and presentation skills. Important : capable of stepping into an advisors role in case of emergency, ensuring continuity of service and client care. This requires not only technical competence but also the ability to engage professionally with clients and uphold the firms standards. While some paraplanners use the role as a stepping stone to become a financial advisor, others choose to remain in this capacity long-term, contributing deeply to the planning process and client outcomes.

View Job Johannesburg: Accountant and Tax Expert posted by Boneo Placement Services

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About Accounting / Finance Jobs in ZA

In the South African job market, Accounting and Finance positions are in high demand across various industries. Typically, these roles require a strong foundation in financial management, planning, and analysis. Generally, professionals with expertise in accounting and finance are sought after to support businesses in making informed decisions.

When it comes to salary expectations for Accounting and Finance roles in South Africa, it’s common for entry-level positions to start within the R300 000 – R500 000 per annum bracket. As one gains experience, salaries can increase to R800 000 – R1 200 000 or more, depending on factors such as company size, industry sector, and individual performance. However, it’s essential to note that these are broad ranges and actual salaries may vary significantly.

Common skills required for Accounting and Finance roles in South Africa include proficiency in financial software (e.g., Xero, Sage), strong analytical and problem-solving skills, attention to detail, excellent communication and interpersonal skills, and the ability to interpret financial data. Typically, candidates with a degree in Accounting or a related field are preferred, although experience and certifications can also be valuable.

The accounting and finance industry is diverse and can be found across various sectors, including financial services, technology, manufacturing, and more. In general, companies in these industries require professionals who can provide expertise on financial planning, budgeting, and forecasting. Often, these roles involve working closely with management to develop and implement financial strategies.

View Job Centurion: Financial Accountant

For those interested in pursuing a career in Accounting or Finance, there are several career progression paths available. Typically, entry-level positions lead to senior finance or accounting roles, such as financial controller or accountant manager. With experience and further education, professionals can move into leadership positions, including chief financial officer (CFO) or equivalent.

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

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