Johannesburg: Paraplanner

In this role, youll work closely with Wealth Managers and Administrators to deliver exceptional service and tailored investment solutions to clients. If you’re passionate about investments and want to be part of a professional, forward-thinking environment, this could be the perfect opportunity for you. Key Responsibilities: Implement investment strategy changes as instructed by the Financial Planner Execute chosen investment plans and ensure accurate processing Build strong client relationships and attend client meetings when required Schedule and coordinate future planning sessions with clients Review and analyze investment portfolios, asset allocations, and risk profiles Education & Experience Requirements: BCom or CFP qualification Previous experience in financial planning or with local/offshore investments is advantageous Key Skills: 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 will be beneficial If you are interested in this opportunity, please apply directly. For more finance jobs, please visit