Junior Paraplanner: Launch Your Path to Financial Adviser

Network Recruitment; Johannesburg; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Network Recruitment in Johannesburg is seeking a recent BCom graduate to join as a Junior Paraplanner, offering hands-on exposure to financial planning and investment research and a structured training path toward becoming a Financial Adviser.

You will assist advisers, conduct research, prepare client documents, and gain experience with cash-flow modelling and CRM systems while supporting international advisers, including UK-based clients.

Qualifications

• Matric is required.
• BCom or similar commerce degree, ideally with financial planning modules.
• FPI membership or willingness to join.
• Strong Microsoft Excel and Microsoft 365 skills.
• Excellent written English and attention to detail.
• Graduates are welcome to apply; 0-2 years' relevant experience is advantageous.

Responsibilities

• Assist financial advisers with preparing financial plans and Records of Advice.
• Conduct product, investment and fund research.
• Prepare quotations, product comparisons and client review documents.
• Assist with cash-flow modelling, retirement planning and risk analyses.
• Attend client meetings and manage follow-up actions.
• Process applications, switches and transfers with product providers.
• Maintain accurate client records and CRM information.
• Provide paraplanning support to international advisers, including UK-based clients.

Skills

Excellent written English

Attention to detail

Analytical

Proactive

Organized

Education

BCom or similar commerce degree

FPI membership or willingness to join

Tools

Microsoft Excel

Microsoft 365

Job description

Network Recruitment in Johannesburg is seeking a recent BCom graduate to join as a Junior Paraplanner, offering hands-on exposure to financial planning and investment research and a structured training path toward becoming a Financial Adviser.

You will assist advisers, conduct research, prepare client documents, and gain experience with cash-flow modelling and CRM systems while supporting international advisers, including UK-based clients.