Wealth Paraplanner: Precision, Compliance & Career Growth

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

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.