Wealth Planning Paraplanner – Client Advisory Lead

AkilConnect; Centurion; On-site; ZAR 350,000 - 520,000; Full time

Job summary

Talent Match Consulting is seeking a Paraplanner in Centurion (Pretoria area) to work closely with a senior financial advisor. You will handle high-value client advisory, design sophisticated wealth plans, and support strategic reviews, with no cold-calling required.

The ideal candidate holds a BCom in Finance/Investments/Financial Planning/Economics, a Postgraduate Diploma in Financial Planning or CFP designation, and an RE5 certificate, with 3+ years in SA financial services.

Qualifications

• Bachelor-level degree in finance or related field is required.
• Postgraduate Diploma in Financial Planning or CFP designation is required or in progress.
• RE5 certificate is required.

Responsibilities

• Collaborate on comprehensive financial advice and wealth planning for clients.
• Drive high-value client appointments and respond to complex wealth queries.
• Monitor market trends and regulatory changes to improve planning processes.

Skills

Client relationship management

Wealth planning

Strategic advisement

Education

BCom in Finance/Investments/Financial Planning/Economics

Postgraduate Diploma in Financial Planning / CFP

RE5 certificate

Job description

Talent Match Consulting is seeking a Paraplanner in Centurion (Pretoria area) to work closely with a senior financial advisor. You will handle high-value client advisory, design sophisticated wealth plans, and support strategic reviews, with no cold-calling required.

The ideal candidate holds a BCom in Finance/Investments/Financial Planning/Economics, a Postgraduate Diploma in Financial Planning or CFP designation, and an RE5 certificate, with 3+ years in SA financial services.