Bilingual Paraplanner - CFP Path & Financial Planning

The Recruitment Council; Gauteng; On-site; ZAR 240,000 - 400,000; Full time

Job summary

The Recruitment Council in South Africa seeks a bilingual Paraplanner to support financial advisers with end-to-end technical, compliance and research tasks. You will gather client data, draft ROAs, perform product comparisons and assist with implementation and tax calculations.

Minimum 2–3 years paraplanning experience, CFP designation or active CFP study, and fluent English/Afrikaans are required, with strong MS Excel and financial planning software skills.

Qualifications

• CFP designation or actively pursuing CFP
• 2–3 years paraplanning/financial advice support in financial services
• Fluent in English and Afrikaans (written and spoken)
• Strong Excel and MS Office skills; familiarity with FAIS/FSCA compliance guidelines

Responsibilities

• Provide end-to-end technical, compliance and research support to financial advisers.
• Draft Records of Advice (ROA) and FAIS/FSCA-compliant documentation.
• Conduct product and fund research, obtain quotes, policy docs and illustrations.
• Prepare client review packs, assist with implementation, maintain CRM records and support tax calculations.

Skills

Analytical thinking

Attention to detail

Report writing

Numerical skills

Discretion

Education

CFP designation

Tools

MS Office / Excel

Financial planning software

CRM software

Job description

The Recruitment Council in South Africa seeks a bilingual Paraplanner to support financial advisers with end-to-end technical, compliance and research tasks. You will gather client data, draft ROAs, perform product comparisons and assist with implementation and tax calculations.

Minimum 2–3 years paraplanning experience, CFP designation or active CFP study, and fluent English/Afrikaans are required, with strong MS Excel and financial planning software skills.