We’re looking to connect with ambitious Paraplanners who want to work in a professional and collaborative financial services environment. You’ll work closely with Financial Planners and Administrators to deliver tailored investment solutions to clients, while developing your skills and career trajectory.
What’s in it for you?

• Exposure to high-quality financial planning and investment solutions.
• Career growth with a clear path toward becoming a Wealth Manager.
• Opportunity to work in a supportive and professional environment that values development.

Key Responsibilities:

• Implement investment strategy changes as instructed by Financial Planners.
• Execute chosen investment plans accurately and efficiently.
• Build strong client relationships and attend client meetings when required.
• Schedule and coordinate future planning sessions with clients.
• Review and analyse investment portfolios, asset allocations, and risk profiles.

Profile Fit / Skills Required:

• BCom degree or CFP qualification (essential or in progress).
• Previous experience in financial planning and/or local/offshore investments advantageous.
• Solid understanding of the financial planning process.
• Ability to work within structured business processes.
• Self-driven with the ability to deliver quality work independently.
• Exposure to technical areas such as pensions and long-term care beneficial.

Let’s connect!
If you’re a Paraplanner looking to grow your career and explore exciting opportunities in financial services, I’d love to hear from you.

For more exciting (Finance/ Engineering/ IT / Supply Chain / Commercial & C-Suite) vacancies, please visit:
www.********.co.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