Finance Graduat/Paraplanner

Network Recruitment; Johannesburg; On-site; ZAR 279,000 - 334,800; Full time

Job summary

A financial advisory firm in Johannesburg is seeking a Graduate Paraplanner to support Wealth Managers in financial planning and investment analysis. The ideal candidate will have completed a relevant degree and possess strong analytical and communication skills. This position offers the chance to gain practical experience in wealth management, with mentorship from industry experts. Join a reputable firm that values career development and personal growth.

Qualifications

• Recently completed a relevant Bachelor's degree.
• Strong analytical and numerical skills are essential.
• Excellent communication and report-writing skills required.

Responsibilities

• Support Wealth Managers in preparing client financial plans.
• Conduct research and analysis on investment opportunities.
• Prepare reports and documentation for client meetings.

Skills

Analytical skills

Numerical skills

Problem-solving abilities

Communication skills

Attention to detail

Education

Bachelor’s degree in Finance, Economics, Investment Management, or a related field

Job description

My client is an independently owned financial advisory firm offering specialist offshore financial advice and investment solutions to individuals and families. With expertise spanning Investment Planning, Offshore Investments, Retirement Planning, Estate Planning, and Trust Services, the firm prides itself on providing personalised, world-class financial guidance.

Based in Johannesburg, the team works closely with clients to help them navigate the complexities of global wealth management and build lasting financial security.

This is an exciting graduate opportunity for individuals who have recently completed their degree and are eager to start a career in paraplanning and wealth management.

As a Graduate Paraplanner, you will work alongside experienced Wealth Managers, assisting with financial planning processes, conducting investment research, preparing reports, and helping draft tailored financial plans for clients. You’ll gain hands-on experience in both the analytical and advisory sides of financial planning, with a clear growth path toward becoming a qualified Wealth Manager.

What You’ll Be Doing

• Supporting Wealth Managers in preparing client financial plans and investment proposals
• Conducting research and analysis on investment opportunities
• Preparing reports and documentation for client meetings
• Ensuring compliance with relevant financial regulations
• Learning from industry experts and developing your technical and advisory skills

Requirements

• Recently completed Bachelor’s degree in Finance, Economics, Investment Management, or a related field
• Strong analytical, numerical, and problem-solving abilities
• Excellent communication and report-writing skills
• High attention to detail and a proactive, curious mindset
• A genuine interest in financial planning and wealth management
• Progress toward or interest in obtaining CFP certification (advantageous)

Why Apply?

This is an excellent opportunity to launch your career in financial planning with a reputable, growing firm that values development, mentorship, and long-term growth. You’ll be guided by seasoned professionals and exposed to a wide range of investment and planning strategies.

We are an equal opportunities employer and welcome applications from all qualified candidates.