Menu Close

Johannesburg North: Operations Support / Paraplanner posted by Network Finance

Advertisement



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:

  • Bachelor’s 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
View Job  Johannesburg: Tutor posted by Maximum Learning co

For more exciting Finance vacancies, please visit:
.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

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.

View Job  Johannesburg: Senior Credit Controller

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.


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



GO APPLY NOW

Safe & secure application process

Advertisement



Advertisement




Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in Johannesburg North, Gauteng


Job Seeker Tip

Check your social media privacy settings and ensure public content is professional.

How to Apply

Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.

View Job  Johannesburg: Primary Teacher - British Curriculum posted by Deka Minas (Pty) Ltd

JVR Jobs connects you with employers – we don’t process applications directly.

Latest Job Opportunities

Cape Town: Trainee Accountant posted by Hire Resolve

Jobs in Cape Peninsula January 25, 2026
Auditing Hire Resolve

An established accounting firm in Cape Town is seeking a motivated Trainee Accountant to join their dynamic team. This is…

View Job

Cape Town: Trainee Accountant posted by Hire Resolve

Jobs in Cape Peninsula January 25, 2026
Auditing Hire Resolve

An established accounting firm in Cape Town is seeking a motivated Trainee Accountant to join their dynamic team. This is…

View Job

Cape Town: Trainee Accountant posted by Hire Resolve

Jobs in Cape Peninsula January 25, 2026
Auditing Hire Resolve

An established accounting firm in Cape Town is seeking a motivated Trainee Accountant to join their dynamic team. This is…

View Job

Cape Town: Trainee Accountant posted by Hire Resolve

Jobs in Cape Peninsula January 25, 2026
Auditing Hire Resolve

An established accounting firm in Cape Town is seeking a motivated Trainee Accountant to join their dynamic team. This is…

View Job

Cape Town: Trainee Accountant posted by Hire Resolve

Jobs in Cape Peninsula January 25, 2026
Auditing Hire Resolve

An established accounting firm in Cape Town is seeking a motivated Trainee Accountant to join their dynamic team. This is…

View Job

Pretoria: Tax Practitioner posted by Hire Resolve

Jobs in Gauteng January 25, 2026
Auditing Hire Resolve

Career Opportunity: Technical Tax Administrator (Registered Tax Practitioner)Job Title: Tax Administrator / Practitioner Location: Brooklyn, Pretoria...

View Job

Browse Employers

View All

Job Alerts


Share this to someone who needs a job:
Posted in Jobs in Central Johannesburg, Jobs in Gauteng, Jobs in Johannesburg North, Jobs in South Africa

More Jobs in Your Area