Wealth Planning Paraplanner - Hybrid + Performance Bonus

RecruitMyMom; Durbanville; Hybrid; ZAR 200 000 - 300 000; Full time

Job summary

A boutique wealth management firm is looking for a dedicated Paraplanner in Durbanville, South Africa. This role is ideal for someone with over 5 years in financial planning, transitioning to a hybrid model after three months. The Paraplanner will support financial planners by managing data, preparing documentation, and drafting reports. Required skills include attention to detail and proficiency in software tools. A BCom degree or CFP designation is advantageous. Competitive compensation includes a performance-based bonus.

Benefits

Performance-based annual bonus

Micro flexibility for school runs

Qualifications

• 5+ years’ experience in the financial planning profession.
• RE5 certification (completed or in progress).
• Fluent in written and spoken English.

Responsibilities

• Capture and maintain accurate client data and portfolio information.
• Prepare quotations, application forms, and supporting documentation.
• Draft Financial Needs Analysis reports aligned with advisors.

Skills

Attention to detail

Computer literacy

Strong communication

Education

BCom degree and/or CFP designation

Tools

Elite Wealth software

Job description

A boutique wealth management firm is looking for a dedicated Paraplanner in Durbanville, South Africa. This role is ideal for someone with over 5 years in financial planning, transitioning to a hybrid model after three months. The Paraplanner will support financial planners by managing data, preparing documentation, and drafting reports. Required skills include attention to detail and proficiency in software tools. A BCom degree or CFP designation is advantageous. Competitive compensation includes a performance-based bonus.