Paraplanner

Talexus; Gauteng; On-site; ZAR 250,000 - 350,000; Full time

Job summary

Une opportunité passionnante de démarrer votre carrière en tant que Junior Financial Planner au sein d'une entreprise de services financiers en croissance. Vous travaillerez aux côtés de planificateurs financiers seniors, aidant à la préparation de stratégies et à la gestion des relations clients tout en contribuant à des initiatives de marketing numérique. Une expérience précieuse vous attend, axée sur l'apprentissage et la croissance au sein d'une équipe supportive.

Benefits

Bonus basés sur la performance

Opportunités d'apprentissage et de mentorat

Qualifications

• Jusqu'à 2 ans d'expérience dans les services financiers (les stages comptent).
• Intérêt pour la planification financière et le service client.

Responsibilities

• Assister à la préparation de plans financiers et propositions d'investissement.
• Mener des recherches sur des produits financiers et tendances de marché.
• Contribuer aux efforts de marketing et de contenu numérique.

Skills

Excel

Communication

Attention to detail

Education

Degree in Finance or Economics

Job description

Industry : Financial Planning & InvestmentLooking to kick-start your career in financial planning and wealth management?

This is a great opportunity to join a respected and growing financial services firm that works closely with high-net-worth clients.We're looking for a driven, detail-focused Junior Financial Planner / Paraplanner who's eager to learn, grow, and get hands-on experience across both client support and digital marketing.What You'll Be DoingIn this role, you'll be working alongside senior financial planners, supporting them in preparing strategies and proposals, doing research, and helping manage client relationships.

You'll also get to contribute to digital marketing and social media initiatives — perfect if you enjoy a bit of creativity alongside numbers.Your day-to-day could include : Assisting in the preparation of financial plans and investment proposalsResearching financial products and market trendsCreating reports and presentations for client meetingsUpdating CRM systems and keeping client records accurateHelping implement investment strategiesContributing to social media content and digital communicationSupporting broader marketing and online engagement effortsWhat We're Looking ForA degree in Finance, Economics, or something relatedUp to 2 years of experience in financial services (internships count)Strong Excel and Microsoft Office skillsClear communicator with strong attention to detailA genuine interest in financial planning and client serviceHaving a CFP or CFA qualification is a strong advantage — but we're also open to candidates currently pursuing either designationIt'll Help If You AreOrganised and good with numbersCurious and open to learningComfortable working independently and in a teamAble to balance accuracy with deadlinesInterested in financial markets, personal finance, and digital contentWhat You'll GetPerformance-based bonusesLearning and mentorship opportunitiesExposure to real-world financial planning, investment strategy, and digital contentA supportive team environment where your growth is a priorityCreate a job alert for this search