Job Description
About the Role
Our client is seeking a dynamic and experienced Paraplanner to join their team, providing technical and administrative support to Financial Advisers and Wealth Planners in Bryanston.
Key Responsibilities
- Provide technical and administrative financial planning support to Financial Advisers, Wealth Planners, and Directors.
- Formulate effective financial, investment, retirement, and estate plans and documents in line with the adviser’s strategy and the customers’ needs, objectives, and risk tolerance.
- Research, select, and compare appropriate investments/products, including researching potential replacement products to prepare appropriate recommendations.
- Manage and prepare investment proposals and portfolio reviews, as well as investment applications and transfers for client meetings.
- Ensure all work meets compliance requirements and relevant legislation (FAIS Act, FICA Act, POPI Act, etc.).
- Assist in the drawing up of Wills and estate planning, check or capture client payments and requests, and respond to client inquiries.
- Manage product partner relationships to ensure all applications are efficiently handled and completed.
Requirements
- Relevant investment/financial degree, diploma, or qualification.
- Full CFP Designation.
- Minimum of 5 years of knowledge and experience in a financial/investment environment.
- At least 3 years of work experience specifically within an IFA (Independent Financial Adviser) practice.
- Experience in preparing and presenting client proposals to Advisors and Wealth Planners.
Qualifications
- Formal education/certifications: Full CFP Designation.
Salary & Benefits
- Salary: [Salary information not provided, skipping this section]
Note: The salary information was not provided in the original job description, so it is skipped.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Accounting / Finance Jobs in North Johannesburg
North Johannesburg is home to a thriving financial services sector, with many multinational companies having operations in the region. Typically, the accounting and finance industry in this area experiences steady demand for skilled professionals, driven by the growth of the economy and the need for organisations to maintain accurate financial records and make informed business decisions.
When it comes to salaries, typically the range for accounting and finance positions in North Johannesburg is quite broad, with experience, company size, and industry sector all playing a significant role in determining actual salaries. Generally, junior positions in this field can expect salary ranges of around R400 000 to R600 000 per annum, while senior roles can command salaries upwards of R1 million. However, it’s essential to note that these are broad estimates, and actual salaries may vary significantly depending on individual circumstances.
Common skills required for accounting and finance positions in North Johannesburg include proficiency in financial software, such as SAP or Excel, as well as a solid understanding of financial principles and regulations. Typically, candidates with a degree in accounting or finance, as well as relevant work experience, are best positioned to secure these roles. Other key skills include attention to detail, analytical thinking, and effective communication.
The financial services sector is one of the most significant industries that commonly employs accountants and finance professionals in North Johannesburg. Other sectors that often require these skills include technology, manufacturing, and retail. Typically, organisations in these industries need accounting and finance staff to manage their financial transactions, prepare financial statements, and provide insights to inform business decisions.
For those interested in pursuing a career in accounting or finance, there are many opportunities for development and advancement. Typically, junior roles can provide valuable experience and training, which can be used as a springboard for more senior positions within the organisation. External training programs, such as certifications offered by the South African Institute of Chartered Accountants (SAICA), can also enhance career prospects. With dedication and hard work, it’s generally possible to progress to leadership roles or transition into related fields, such as business analysis or financial planning.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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