Paraplanner

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

Job summary

A client-focused wealth management firm is looking for a dedicated Paraplanner to join their advisory team in Gauteng. The ideal candidate should have over 5 years of experience in financial planning, be fluent in English, and possess strong attention to detail. This role combines office-based work for the initial 3 months, transitioning to a hybrid model. Responsibilities include managing client data and preparing financial reports, making it an exciting opportunity for passionate individuals seeking to contribute to a high-performing team.

Qualifications

• 5+ years' experience in financial planning.
• RE5 completed or in progress.
• Strong attention to detail and accuracy.

Responsibilities

• Capture and maintain accurate client data.
• Prepare financial documentation.
• Manage client reviews with analysis.

Skills

Client data management

Financial Needs Analysis

Attention to detail

Fluent English

Computer literacy

Education

BCom degree

CFP designation

Tools

Elite Wealth software

Job description

Bedfordview, South Africa | Posted on 22/01/2026

• Location Type Hybrid (Part office, Part remote)
• Job Type Permanent
• Salary R20 000 - R25 000 per month
• Remuneration Term Per Month
• Date Opened 22/01/2026
• State/Province Gauteng
• City/Town Bedfordview
• Country South Africa

Job Description

A client-focused 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 Monday - Friday 8am - 4pm or 8.30am - 4.30pm.

Responsibilities

• 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

• BCom degree and/or CFP designation.
• Experience using Elite Wealth software.
• 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).
• Flexibility is available to accommodate the school run, this is with prior authorisation.