Wealth Paraplanner

Pillango Placements; Centurion; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A respected wealth management practice is seeking a skilled Wealth Paraplanner to enhance its advisory support function in Centurion, Gauteng. The ideal candidate values accuracy and compliance, contributing to high-quality financial planning. Responsibilities include preparing financial plans, conducting investment research, and maintaining compliance documentation. Applicants should have 2–4 years of experience in a similar role and knowledge of financial principles. This opportunity offers professional growth within a supportive environment.

Benefits

Market-related compensation

Long-term financial growth

Structured career development

Qualifications

• 2–4 years’ experience in a paraplanning or wealth management environment.
• Solid knowledge of financial planning principles.
• Strong understanding of regulatory and compliance requirements.

Responsibilities

• Prepare compliant, accurate financial plans aligned to client objectives.
• Conduct investment research and comparative analysis.
• Maintain audit-ready records and accurate CRM data.

Skills

Experience in paraplanning

Knowledge of investments

Cashflow modelling

Financial analysis

Report-writing skills

Attention to detail

Proficiency in Microsoft Office

Education

Relevant qualification in Financial Planning or Wealth Management

Tools

myPractice

Job description

Wealth Paraplanner Pillango Placements•Centurion, Gauteng, ZA

A highly respected and established wealth management practice is seeking a skilled Paraplanner to strengthen its advisory support function. This role is ideal for a technically strong professional who values accuracy, compliance, and delivering high-quality financial planning support within a reputable, long‑term focused environment.

This practice is known for its professional standards, stable client base, and commitment to doing things properly. You will work alongside experienced Wealth Advisers in a structured, ethical environment where technical excellence and client trust are non‑negotiable, and where your contribution directly enhances the quality of advice delivered.

Key Responsibilities

• Prepare compliant, accurate financial plans aligned to client objectives and risk profiles
• Perform detailed cashflow modelling, retirement projections, and scenario analysis
• Conduct investment research and comparative analysis, considering tax and legislative implications
• Compile Records of Advice, client review reports, and adviser presentation packs
• Ensure all documentation complies with FAIS, FICA, FSCA, and internal compliance frameworks
• Maintain audit‑ready records and accurate CRM data
• Provide technical support to advisers before and after client meetings

Requirements

• 2–4 years’ experience in a paraplanning, wealth management, or advisory environment
• Solid working knowledge of investments, retirement planning, and financial planning principles
• Proven experience with cashflow modelling and financial analysis
• Strong understanding of regulatory and compliance requirements
• Advanced report‑writing skills with exceptional attention to detail
• Proficiency in Microsoft Office and financial planning systems (e.g. myPractice)
• Relevant qualification or studies toward Financial Planning / Wealth Management / CFP®

Why This Opportunity

• Association with a trusted, well‑regarded wealth brand
• Exposure to high‑quality advice processes and experienced advisers
• Structured, professional environment with strong compliance support
• Long‑term career value and skills development

Suitable candidates can expect fair, market‑related compensation, together with the added benefit of long‑term financial growth and structured career development.