Para-Planner
Location: Johannesburg, South Africa
Department: Operations
Start Date: As soon as possible.
Closing date: Thursday, 25 September 2025
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Core Functions
In this role, you will be responsible for supporting the Private Wealth Managers with financial analysis and planning for all new business. As an experienced Paraplanner, you will provide support to the Private Wealth Manager in the development and maintenance of client financial plans. Your work will provide detailed research, analysis of the client’s financial circumstances, and preparation of financial planning recommendations and reports.
Details of Functions
- Assist the Private Wealth Manager in the research and analysis of the client’s financial situation, goal, and objective
- Responsible for all-around financial planning, estate planning, investment research, product/solution recommendations
- Prepare and compile financial analysis reports, including cash flow analysis reports, investment projections, retirement planning and risk management
- Develop comprehensive financial plans that meet client’s needs and objectives
- Make use of internal financial planning software to create scenarios and projections
- Ensure compliance with financial legislation and regulations throughout the financial planning process
- Support Private Wealth Managers to review clients’ files and identify planning opportunities
- Work closely with service providers to understand products
Qualifications, Experience and Skills
Essential Qualification: Senior Certificate, Relevant Diploma/Degree, or an equivalent qualification.
Certifications:
- First Level Regulatory Exam for Representatives (RE5)
- First Level Regulatory Exam for Key Individuals (RE1)
- Certified Financial Planner
Type of Experience:
- Previous experience in financial planning or paraplanning role
- Minimum 5 years’ experience as either a planner or an advisor
- Detailed knowledge of the South African financial market in the advisory space
- Detailed knowledge of the South African providers that we deal with
- Knowledge of the offshore providers is advantageous
- Strong understanding of financial planning concepts and strategies
- Excellent analytical and strong problem-solving abilities
- Must be able to work independently
- Excellent analytical and problem–solving abilities
- Good communication skills across a range of levels in the business
- Attention to detail and a high degree of data literacy
- Good time management and the ability to meet deadlines
- Demonstrated proactive approaches to problem-solving with strong decision-making capability
- In-depth financial product offering knowledge
Personal Attributes
- Excellent analytical and strong problem-solving abilities.
- Must be able to work independently.
- Excellent analytical and problem–solving abilities.
- Good communication skills across a range of levels in the business.
- Attention to detail and a high degree of data literacy.
- Good time management and the ability to meet deadlines.
- Demonstrated proactive approaches to problem-solving with strong decision-making capability.
- In-depth financial product offering knowledge.