Paraplanner / Financial Advisor Assistant

Network Recruitment; Johannesburg; Vor Ort; ZAR 180.000 - 300.000; Vollzeit

Zusammenfassung

Network Recruitment in Johannesburg is seeking a recent BCom graduate to join as a Junior Paraplanner, offering hands-on exposure to financial planning and investment research and a structured training path toward becoming a Financial Adviser.

You will assist advisers, conduct research, prepare client documents, and gain experience with cash-flow modelling and CRM systems while supporting international advisers, including UK-based clients.

Qualifikationen

• Matric is required.
• BCom or similar commerce degree, ideally with financial planning modules.
• FPI membership or willingness to join.
• Strong Microsoft Excel and Microsoft 365 skills.
• Excellent written English and attention to detail.
• Graduates are welcome to apply; 0-2 years' relevant experience is advantageous.

Aufgaben

• Assist financial advisers with preparing financial plans and Records of Advice.
• Conduct product, investment and fund research.
• Prepare quotations, product comparisons and client review documents.
• Assist with cash-flow modelling, retirement planning and risk analyses.
• Attend client meetings and manage follow-up actions.
• Process applications, switches and transfers with product providers.
• Maintain accurate client records and CRM information.
• Provide paraplanning support to international advisers, including UK-based clients.

Kenntnisse

Excellent written English

Attention to detail

Analytical

Proactive

Organized

Ausbildung

BCom or similar commerce degree

FPI membership or willingness to join

Tools

Microsoft Excel

Microsoft 365

Jobbeschreibung

Are you a recent BCom graduate with a passion for financial planning and investments? An exciting opportunity is available for a Junior Paraplanner to join a growing financial services business in Johannesburg.

This role offers hands-on exposure to financial planning, client engagement and investment research, with structured training and the opportunity to develop towards becoming a qualified Financial Adviser.

Key Responsibilities

• Assist financial advisers with preparing financial plans and Records of Advice.
• Conduct product, investment and fund research.
• Prepare quotations, product comparisons and client review documents.
• Assist with cash-flow modelling, retirement planning and risk analyses.
• Attend client meetings and manage follow-up actions.
• Process applications, switches and transfers with product providers.
• Maintain accurate client records and CRM information.
• Provide paraplanning support to international advisers, including UK-based clients.

Job Experience and Skills Required

• Matric.
• BCom or similar commerce degree, ideally with financial planning modules.
• FPI membership or willingness to join.
• Strong Microsoft Excel and Microsoft 365 skills.
• Excellent written English and attention to detail.
• Graduates are welcome to apply; 0-2 years' relevant experience is advantageous.

Advantageous

• RE5 and Class of Business completed.
• Postgraduate Diploma in Financial Planning or studying towards CFP®.
• Exposure to financial planning software, CRM systems or provider platforms.
• Knowledge of UK financial planning.

The ideal candidate will be proactive, outgoing, analytical and well organized, with a genuine interest in financial planning and a desire to grow into an advisory role.

For more exciting Finance vacancies, please visit:

www.networkrecruitmentinternational.com

If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.

For more information, contact:

Angelique Jardim

Specialist Recruitment Consultant