Paraplanner Centurion

AkilConnect; Centurion; Vor Ort; ZAR 350.000 - 520.000; Vollzeit

Zusammenfassung

Talent Match Consulting is seeking a Paraplanner in Centurion (Pretoria area) to work closely with a senior financial advisor. You will handle high-value client advisory, design sophisticated wealth plans, and support strategic reviews, with no cold-calling required.

The ideal candidate holds a BCom in Finance/Investments/Financial Planning/Economics, a Postgraduate Diploma in Financial Planning or CFP designation, and an RE5 certificate, with 3+ years in SA financial services.

Qualifikationen

• Bachelor-level degree in finance or related field is required.
• Postgraduate Diploma in Financial Planning or CFP designation is required or in progress.
• RE5 certificate is required.

Aufgaben

• Collaborate on comprehensive financial advice and wealth planning for clients.
• Drive high-value client appointments and respond to complex wealth queries.
• Monitor market trends and regulatory changes to improve planning processes.

Kenntnisse

Client relationship management

Wealth planning

Strategic advisement

Ausbildung

BCom in Finance/Investments/Financial Planning/Economics

Postgraduate Diploma in Financial Planning / CFP

RE5 certificate

Jobbeschreibung

# Paraplanner CenturionTalent Match ConsultingCenturion, South AfricaOriginal postPosted OnOct 24, 2026DeadlineNov 08, 2026Employment TypeFull-TimeWork TypeOn-siteCompensationNot available### DescriptionIntroduction Ready to step into a dynamic Financial Planning role in Pretoria with zero cold-calling required? A top-tier financial services firm is looking for a client-centric Paraplanner to join a highly successful, well-established team in Pretoria. In this role, you will work hand-in-hand with a senior financial advisor, managing high-value client relationships, designing sophisticated wealth plans, and executing strategic reviews. The best part? You are not required to source your own clients giving you the freedom to focus entirely on technical excellence and deep client advisory (though the option to bring in business remains open to boost your growth)! Responsibilities: Impact Strategic Advisory: Collaborate on comprehensive financial advice and wealth planning for new and existing clients. High-Touch Client Relations: Drive regular client appointments, handle complex wealth queries swiftly, and build long-term trust. Innovation & Compliance: Stay ahead of fast-moving market trends and legislative updates while actively improving internal planning processes. Minimum requirements: A BCom in Finance, Investments, Financial Planning, Economics, or a related Financial Sciences degree. Completed or currently studying: Postgraduate Diploma in Financial Planning / CFP designation Valid RE5 certificate. 3+ years of solid experience in the South African financial services industry. Fluent in English and Afrikaans Ess Market related salary offered plus excellent more Should you not have a response within 7 days, please consider your application as unsuccessful Interested? Talent Match Consulting Vaughan de Villiers P.O. Box 2646, North Riding 2169 Gauteng https://talentmatchconsulting.co.za/### RequirementsA BCom in Finance, Investments, Financial Planning, Economics, or a related Financial Sciences degree.Completed or currently studying: Postgraduate Diploma in Financial Planning / CFP designationValid RE5 certificate.3+ years of solid experience in the South African financial services industry.Fluent in English and Afrikaans EssMarket related salary offered plus excellent moreShould you not have a response within 7 days, please consider your application as unsuccessfulInterested?Talent Match ConsultingVaughan de VilliersP.O. Box 2646, North Riding2169 Gautenghttps://talentmatchconsulting.co.za/