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Johannesburg: Paraplanner

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Job Description

About the Role

We are seeking a highly skilled and detail-oriented Paraplanner to join our Private Clients team in Northcliff. As a key support role, you will play a crucial part in maintaining our growing investment and life administration book, ensuring accuracy, coordination, and proactive client service.

Key Responsibilities

  • Financial Planning support and providing full administrative support to Wealth Managers
  • Maintain up-to-date and compliant client records
  • Coordinate account openings, investment transactions, and policy reviews
  • Handle scheduling, diary management, and travel arrangements
  • Respond timeously to client and internal queries

Requirements

  • BCom (Finance / Business Finance / Investments / Financial Planning / Financial Sciences or Investment Management) or relevant BSc Degree
  • CFP and/or Postgraduate Diploma in Financial Planning
  • 2 years relevant work experience as a Paraplanner
  • Strong working knowledge of FICA and FSCA regulatory compliance
  • Proficient in Microsoft Office, especially Excel

Qualifications

  • Completed BCom (Finance) or relevant degree
  • Certified in Financial Planning (CFP)

Salary & Benefits

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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.

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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.

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.

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



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