Paraplanner

Paraplanner

Menlyn Pretoria

Market related salary

Do you thrive in a support role have what it takes to help make a Wealth Manager successful and eager to work towards becoming a Wealth Manager yourself

Is this you

Youve worked in a support role supporting Financial Advisors but youre keen to make a change and take on more technical responsibilities and grow in the world of financial planning.

What youll be doing (and why youll enjoy it)

You will be responsible for processing new business and general administration tasks. It includes ensuring compliance with company policies implementing client instructions for investments and insurance communicating with clients managing documentation scheduling meetings addressing client complaints updating records and completing fee forms promptly. Youll also do the report writing proposals and eventually reviews.

Where youll be doing it

Youll be joining a small innovative independent firm that provides customized financial planning services to retirement funds and their members. They have experienced phenomenal growth over the past few years. Youll be fully office based based in gorgeous offices in Menlyn Pretoria.

What youll need

A completed finance degree with your Postgrad in Financial Planning near completion or youre a CFP. Experience is key you need to have gained at least 2 years of experience assisting a Wealth Manager or Financial Planner doing the technical admin and you need to be fluent in English and Afrikaans.

What youll get

Youll get to work in an amazing environment with a culture like no other. The business is growing so everyone is thriving and growing in their careers so youll be given plenty of opportunities to grow in your career and move into areas where your strengths lie. The role will start as a support role but the opportunities are endless. A market-related salary will be offered.

How to apply

For a confidential discussion please contact Claudette Du Preez on or send your CV to

We appreciate that your CV might not be fully up to date. No problem just send us what you have.

We do respond to everyone! Just give us a few days to work through your application.