Pretoria: Wealth Paraplanner

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.