Paraplanner

RecruitMyMom; Durbanville; Hybrid; ZAR 200 000 - 300 000; Full time

Job summary

A boutique wealth management firm is looking for a dedicated Paraplanner in Durbanville, South Africa. This role is ideal for someone with over 5 years in financial planning, transitioning to a hybrid model after three months. The Paraplanner will support financial planners by managing data, preparing documentation, and drafting reports. Required skills include attention to detail and proficiency in software tools. A BCom degree or CFP designation is advantageous. Competitive compensation includes a performance-based bonus.

Benefits

Performance-based annual bonus

Micro flexibility for school runs

Qualifications

• 5+ years’ experience in the financial planning profession.
• RE5 certification (completed or in progress).
• Fluent in written and spoken English.

Responsibilities

• Capture and maintain accurate client data and portfolio information.
• Prepare quotations, application forms, and supporting documentation.
• Draft Financial Needs Analysis reports aligned with advisors.

Skills

Attention to detail

Computer literacy

Strong communication

Education

BCom degree and/or CFP designation

Tools

Elite Wealth software

Job description

Durbanville, South Africa | Posted on 11/12/2025

• Location Type Hybrid (Part office, Part remote)
• Job Type Permanent
• Salary R25 000 plus a performance-based annual bonus
• Remuneration Term Per Month
• Date Opened 11/12/2025
• State/Province Western Cape
• Country South Africa

Job Description

A boutique wealth management firm is offering an exciting opportunity for a dedicated Paraplanner to join one of their dynamic, value-driven advisory divisions. This role is ideal for someone who is deeply passionate about paraplanning and finds fulfilment in delivering excellence, precision, and high-quality support to a team of Certified Financial Planners. The position is office-based for the first 3 months, after which it transitions to a hybrid model (3 days in-office, 2 days remote) working 8am - 5pm.

The successful candidate will support a team of financial planners by managing the full paraplanning function.

Key responsibilities include:

• Capturing and maintaining accurate client data and portfolio information.
• Preparing quotations, application forms, and all supporting documentation.
• Drafting clear, advisor-aligned Financial Needs Analysis reports.
• Managing client reviews, including preparing analysis and coordinating review schedules.
• Handling selected client service requests with timely follow-ups and strong administrative support.
• Updating and maintaining client records while developing expert-level proficiency in Elite Wealth.
• Growing technical expertise through continuous learning and mentorship from Certified Financial Planners

Requirements

• 5+ years’ experience in the financial planning profession.
• RE5 (completed, or in progress with proof of registration).
• High levels of efficiency, structure, attention to detail, and accuracy.
• Fluent in both written and spoken English.
• Strong computer literacy and proficiency across modern software tools.
• A genuine desire to contribute to a dynamic, high-performing team of CFP professionals.

Advantageous

• A BCom degree and/or CFP designation.
• Experience using Elite Wealth software.
• This position offers a solid performance based bonus.
• The position is office-based for the first 3 months, after which it transitions to a hybrid model (3 days in-office, 2 days remote) working 8am - 5pm.
• Micro flexibility is available to accommodate the school run, this is with prior authorisation.