Paraplanner

Platinum Talent; Gauteng; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A recruiting agency is seeking a highly skilled Paraplanner to join their Financial Advisory Services team. Responsibilities include preparing Records of Advice, performing technical analyses, and supporting Wealth Managers. Candidates must have a Post Graduate Diploma in Financial Planning and knowledge of FAIS/FICA compliance. This permanent role offers a market-related salary and the opportunity to work in Gauteng.

Qualifications

• Minimum of a Post Graduate Diploma in Financial Planning.
• Broad technical knowledge across multiple product providers.
• Knowledge of compliance requirements for FAIS/FICA.
• Experience using financial planning modeling software is preferred.

Responsibilities

• Prepare and review written Records of Advice and financial plans.
• Conduct technical analyses including fund comparisons and fee calculations.
• Assist in the coordination of the paraplanning workflow.
• Support development to meet industry and legal requirements.

Skills

Strong report writing skills

Interpersonal communication skills

Analytical skills

Organizational skills

Education

Post Graduate Diploma in Financial Planning

Tools

Elite Wealth software

Dynamics software

Job description

Job Description

Job Type: Permanent

Salary: Market-related, based on total Cost to Company

Job Description:

We are seeking a highly skilled and experienced Paraplanner to join our Financial Advisory Services team. The successful candidate will be responsible for preparing written Records of Advice, performing calculations, and providing technical support to our Wealth Managers and Advisors for both new and existing clients.

Key Responsibilities:

• Prepare and review written Records of Advice and financial plans in accordance with company policies
• Conduct all necessary technical analyses, including fund comparisons, fee calculations, and product benefits
• Assist in the coordination and monitoring of the paraplanning workflow to ensure deadlines are met
• Support the development and maintenance of professional knowledge to meet industry and legal requirements

Qualifications and Skills:

• Minimum of a Post Graduate Diploma in Financial Planning
• Broad technical knowledge across multiple product providers and benefit types
• Strong report writing and interpersonal communication skills
• Knowledge of compliance requirements for FAIS/FICA and a thorough understanding of compliance issues associated with financial advice
• Experience using financial planning modeling software like Elite Wealth or Dynamics is preferred
• Highly organized, self-starting, and able to work under pressure while managing multiple tasks and deadlines

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1

Johannesburg, Gauteng The Recruitment Council

Posted 10 days ago

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Job Description

Paraplanner to join our team. The ideal candidate has strong report writing and analytical skills, along with a Post Graduate Diploma in Financial Planning. You'll prepare Records of Advice and financial plans, conduct technical analyses, and work with Wealth Managers. Knowledge of FAIS/FICA compliance is essential.

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2

Johannesburg, Gauteng One Spark

Job Description

We are seeking a Financial Advisor to manage a portfolio of clients, provide ongoing financial planning support, and develop new business opportunities. You will offer advice on investment strategies, retirement planning, estate planning, and risk management, while ensuring compliance with all financial regulations. The role requires a confident, client-focused professional with strong technical and interpersonal skills.

Key Responsibilities:

• Manage and review client portfolios, providing professional financial advice
• Prospect and acquire new clients to grow the portfolio
• Deliver financial products and services in a professional and client-focused manner
• Collaborate with Financial Service Providers (FSPs) and internal departments to resolve client queries
• Maintain regular client communication and build long-term relationships
• Develop comprehensive financial plans tailored to client needs
• Provide advice on investments, retirement planning, estate planning, and tax optimisation
• Assess client risk profiles and recommend appropriate strategies
• Identify opportunities for cross-selling and upselling services
• Network with professionals, attend industry events, and contribute to marketing initiatives
• Ensure compliance with all industry regulations and maintain accurate documentation
• Prepare regular reports for clients and management

Requirements:

• Matric with tertiary qualification in Finance (NQF5: Wealth Management / BCom) Non-negotiable
• RE5 certification Non-negotiable
• Relevant Class of Business certifications in place
• Fit and Proper status required
• Minimum 3 years experience in a Financial Planning role
• Proficiency in Microsoft Excel and related software
• Experience with professionals and high-net-worth clients
• Driver's license and own vehicle Non-negotiable
• Existing client book not required

Remuneration: Basic salary R30 000 - R40 000 plus commission.

Only shortlisted candidates will be contacted

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3

Bryanston, Gauteng

Posted 23 days ago

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