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Johannesburg: Paraplanner

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Job Description

Our client, a respected and independently owned wealth advisory firm , specialises in providing tailored financial planning and offshore investment solutions to individuals and families. The organisation offers a broad range of services, including investment planning, retirement planning, estate planning, offshore investments, trusts, and forex solutions. Based in Johannesburg, the firm is known for its personalised client service and commitment to guiding clients through the complexities of global finance and financial regulation. The successful Paraplanner will work closely with Wealth Managers, supporting the financial planning process through detailed research, financial analysis, and preparation of investment and planning reports. This role is ideal for someone who enjoys working with financial data, drafting financial plans, and ensuring the highest level of accuracy and compliance. You will gain valuable exposure to wealth management, offshore financial structures, and high-net-worth client advisory services while working in a collaborative and professional environment. Key Responsibilities: Assist Wealth Managers with the preparation and implementation of financial plans. Conduct financial and investment research to support client strategies. Analyse financial information and prepare investment reports. Draft financial planning documentation and client proposals. Ensure that all planning processes meet regulatory and compliance requirements. Maintain accurate records and assist with client service delivery. Job Experience and Skills Required: Bachelors degree in Finance, Economics, or a related field. Relevant professional certifications such as CFP® advantageous. Previous experience within financial planning, wealth management, or investments advantageous. Strong analytical and financial planning capabilities. Investment research and data analysis skills. Strong report writing and documentation ability. Excellent attention to detail and organisational skills. Ability to work both independently and collaboratively within a team. 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. For more information, contact: Ulrike Groenewald Recruiting Consultant Connect with me on LinkedIn!

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How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Accounting / Finance Jobs in Gauteng

In Gauteng, South Africa, the accounting and finance industry is a significant sector, offering various career opportunities for professionals with the right skills and qualifications. Typically, this field is driven by the growth of multinational corporations and local businesses in industries such as technology, financial services, and manufacturing. As a result, job seekers can expect to find a diverse range of roles available, from entry-level positions to senior leadership roles.

When it comes to salary expectations, accounting and finance professionals in Gauteng can generally expect to earn salaries that fall within broad ranges. Typically, salaries for entry-level roles start around R400 000 – R600 000 per annum, while more senior roles can command salaries ranging from R1 million to over R3 million per annum, depending on factors such as experience, company size, and industry sector. However, it’s essential to note that these are broad ranges, and actual salaries may vary widely.

Common skills required for accounting and finance roles in Gauteng include strong technical knowledge of financial management principles, analytical and problem-solving skills, attention to detail, effective communication skills, and proficiency in financial software and systems. Additionally, many employers also value candidates with experience in budgeting, forecasting, and financial analysis. In some cases, a degree or diploma in accounting, finance, or a related field may be required.

Industries that commonly employ accounting and finance professionals in Gauteng include the financial services sector, technology industry, manufacturing sector, and public sector entities. These sectors require skilled professionals to manage their finances, prepare budgets, and provide strategic guidance on financial matters. Job seekers can expect to find opportunities across these sectors, from small businesses to large multinational corporations.

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For those interested in pursuing a career in accounting or finance, there are many development opportunities available. Typically, professionals in this field can progress to senior roles, such as financial manager or director of finance, after gaining relevant experience and developing their skills. Additionally, many employers offer training programs and mentorship opportunities to support the career development of their employees.


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



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