Wealth Management Paraplanner | RE5 Expert & Analyst

Dante Personnel Recruitment (Pty) Ltd; Pretoria; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Dante Personnel Recruitment (Pty) Ltd is seeking a Paraplanner with strong analytical skills for wealth management in Pretoria. You will support financial planners with research, product analysis, and documentation to ensure compliant financial plans.

Requirements include a relevant Bachelor's degree or financial planning qualification, RE5, and 1-3+ years in similar roles. A solid understanding of FAIS/FICA and investment products is essential.

Qualifications

• Relevant Bachelor's degree or financial planning qualification required.
• RE5 required.
• 1-3+ years' experience in a Paraplanner, Assistant Paraplanner, Wealth Management or Financial Planning role.
• Strong understanding of financial planning and investment products.
• Strong understanding of FAIS/FICA and financial services compliance.

Education

Bachelor's degree or financial planning qualification

RE5

Job description

Dante Personnel Recruitment (Pty) Ltd is seeking a Paraplanner with strong analytical skills for wealth management in Pretoria. You will support financial planners with research, product analysis, and documentation to ensure compliant financial plans.

Requirements include a relevant Bachelor's degree or financial planning qualification, RE5, and 1-3+ years in similar roles. A solid understanding of FAIS/FICA and investment products is essential.