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Pretoria: Paraplanner

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Job Description

A high-performing Private Clients team in Lynnwood is on the hunt for a Finance Administrator to take full ownership of their growing investment and life administration book. This is a key support role where accuracy, coordination, and proactive client service are essential. If youre driven, meticulous, and thrive under pressure, this could be your next big move. Key Responsibilities: Financial planning support and provide 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 Apply regulatory knowledge (FICA/FAIS) in all operations Assist with switches, top-ups, and preparation for client reviews Requirements: BCom (Finance / Business Finance / Investments / Financial Planning / Financial Sciences or Investment Management) or BCom (Economics) or a 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 High attention to detail with a methodical work ethic Able to work independently and as part of a team Clear communicator with a client-first mindset

How to Apply

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About Accounting / Finance Jobs in Tshwane

The accounting and finance sector in Tshwane is generally considered to be a stable and attractive field, with a strong demand for skilled professionals. Typically, this industry experiences moderate growth rates compared to other sectors, driven by the steady expansion of businesses across various industries. As such, job seekers can expect a relatively secure and competitive career path.

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When it comes to salary expectations in Tshwane, it’s difficult to provide an exact range, as these can vary widely depending on factors like experience, company size, industry sector, and specific role requirements. Generally, accounting and finance professionals with relevant qualifications and experience can expect to earn broad salary ranges of R500 000 to R1,5 million per annum or more, although actual salaries may differ significantly from this range. It’s essential to note that these figures are only a rough guide and should not be taken as an accurate representation of individual earning potential.

Common skills required for accounting and finance roles in Tshwane include proficiency in financial software such as Excel, Xero, or SAP; strong analytical and problem-solving skills; attention to detail and organisational ability; excellent communication and interpersonal skills; knowledge of financial regulations and standards; and experience with budgeting, forecasting, and financial analysis. Additionally, having a degree in accounting, finance, or a related field is often preferred.

The accounting and finance sector can be found across various industries, including the financial services sector, technology industry, manufacturing sector, and public sector institutions. In Tshwane specifically, many businesses and organisations require skilled accountants and financiers to support their operations, providing a range of job opportunities for those in this field.

Career development opportunities are available throughout the accounting and finance sector. Typically, professionals can expect to progress through roles such as accountant, financial analyst, or senior financial manager, before potentially moving into more senior leadership positions. Many accountants and financiers also choose to specialise in specific areas, such as tax, auditing, or investment analysis, which can lead to further career advancement opportunities.

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



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