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Pretoria: Wealth Paraplanner

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Job Description

This practice is known for its professional standards, stable client base, and commitment to doing things properly. You will work alongside experienced Wealth Advisers in a structured, ethical environment where technical excellence and client trust are non-negotiable, and where your contribution directly enhances the quality of advice delivered. Key Responsibilities Prepare compliant, accurate financial plans aligned to client objectives and risk profiles Perform detailed cashflow modelling, retirement projections, and scenario analysis Conduct investment research and comparative analysis, considering tax and legislative implications Compile Records of Advice, client review reports, and adviser presentation packs Ensure all documentation complies with FAIS, FICA, FSCA, and internal compliance frameworks Maintain audit-ready records and accurate CRM data Provide technical support to advisers before and after client meetings Requirements 24 years experience in a paraplanning, wealth management, or advisory environment Solid working knowledge of investments, retirement planning, and financial planning principles Proven experience with cashflow modelling and financial analysis Strong understanding of regulatory and compliance requirements Advanced report-writing skills with exceptional attention to detail Proficiency in Microsoft Office and financial planning systems (e.g. myPractice) Relevant qualification or studies toward Financial Planning / Wealth Management / CFP® Why This Opportunity Association with a trusted, well-regarded wealth brand Exposure to high-quality advice processes and experienced advisers Structured, professional environment with strong compliance support Long-term career value and skills development Suitable candidates can expect fair, market-related compensation, together with the added benefit of long-term financial growth and structured career development.

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.

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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