Paraplanner on CFP Track — Grow with Senior Planners

Hire Right Solutions; Pretoria; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services firm in Pretoria is seeking a Paraplanner to join their on-site team. This role provides essential experience while pursuing a CFP Professional Designation. The successful candidate will collaborate with senior planners to create financial plans, manage client reviews, and foster strong relationships with clients. This position is structured as a two-year contract with the possibility of transitioning into a permanent role based on performance, emphasizing a strengths-based advisory culture.

Qualifications

• Experience in financial planning or related field is preferred.
• Pursuing a CFP Professional Designation is encouraged.
• Strong relationship-building skills with clients.

Responsibilities

• Collaborate with senior planners to create financial plans.
• Manage client reviews effectively.
• Foster solid relationships with clients.

Job description

A financial services firm in Pretoria is seeking a Paraplanner to join their on-site team. This role provides essential experience while pursuing a CFP Professional Designation. The successful candidate will collaborate with senior planners to create financial plans, manage client reviews, and foster strong relationships with clients. This position is structured as a two-year contract with the possibility of transitioning into a permanent role based on performance, emphasizing a strengths-based advisory culture.