CFP Paraplanner — Technical Financial Planning Specialist

ACG Growth Partners™; Johannesburg; On-site; ZAR 406,000 - 487,000; Full time

Job summary

ACG Growth Partners™ in Ruimsig, Johannesburg, seeks an experienced CFP Paraplanner to join its professional team. This technically substantial role supports financial advisers to develop comprehensive financial planning solutions, draft Records of Advice, and build robust client models and documentation.

It targets a technically strong, detail‑oriented professional with 2–3 years paraplanning experience and a CFP designation or active study.

Qualifications

• CFP® designation or active study towards CFP® certification is essential.
• 2–3 years paraplanning or related wealth management experience.
• Strong understanding of investment, retirement, risk and estate planning principles.
• Experience with FAIS/FSCA compliance and drafting Records of Advice.
• Fluent in Afrikaans and English, written and spoken.

Responsibilities

• Gather and analyse client financial information (income, expenses, assets, liabilities, investments).
• Prepare comprehensive financial plans, cash flow models, investment recommendations and risk reviews.
• Conduct product, investment and fund research/comparisons.
• Draft Records of Advice and compliance documentation per FAIS/FSCA requirements.
• Liaise with product providers for quotations, illustrations and policy documentation.
• Prepare client review packs and support annual review meetings.
• Maintain accurate client records on CRM and practice management systems.
• Ensure advice documentation meets internal compliance standards.
• Support advisers with implementation and related administration.
• Assist with annual tax planning and provisional tax calculations.

Skills

Analytical ability

Attention to detail

Written communication

Organisation

Microsoft Excel

Teamwork

Education

CFP® designation / progress

Tools

CRM systems

Financial planning software

Job description

ACG Growth Partners™ in Ruimsig, Johannesburg, seeks an experienced CFP Paraplanner to join its professional team. This technically substantial role supports financial advisers to develop comprehensive financial planning solutions, draft Records of Advice, and build robust client models and documentation.

It targets a technically strong, detail‑oriented professional with 2–3 years paraplanning experience and a CFP designation or active study.