Wealth Paraplanner

Centurion - South Africa

Monthly Salary: Not Disclosed

Posted on: 21 hours ago

Vacancies: 1 Vacancy

Job Summary

A highly respected and established wealth management practice is seeking a skilled Paraplanner to strengthen its advisory support function. This role is ideal for a technically strong professional who values accuracy compliance and delivering high-quality financial planning support within a reputable long-term focused environment.

This practice is known for its professional standards stable client base and commitment to doing things properly. You will work alongside experienced Wealth Advisers in a structured ethical environment where technical excellence and client trust are non-negotiable and where your contribution directly enhances the quality of advice delivered.

Key Responsibilities

Prepare compliant accurate financial plans aligned to client objectives and risk profiles
Perform detailed cashflow modelling retirement projections and scenario analysis
Conduct investment research and comparative analysis considering tax and legislative implications
Compile Records of Advice client review reports and adviser presentation packs
Ensure all documentation complies with FAIS FICA FSCA and internal compliance frameworks
Maintain audit-ready records and accurate CRM data
Provide technical support to advisers before and after client meetings

Requirements

24 years experience in a paraplanning wealth management or advisory environment
Solid working knowledge of investments retirement planning and financial planning principles
Proven experience with cashflow modelling and financial analysis
Strong understanding of regulatory and compliance requirements
Advanced report-writing skills with exceptional attention to detail
Proficiency in Microsoft Office and financial planning systems (e.g. myPractice)
Relevant qualification or studies toward Financial Planning / Wealth Management / CFP

Why This Opportunity

Association with a trusted well-regarded wealth brand
Exposure to high-quality advice processes and experienced advisers
Structured professional environment with strong compliance support
Long-term career value and skills development

Suitable candidates can expect fair market-related compensation together with the added benefit of long-term financial growth and structured career development.

A highly respected and established wealth management practice is seeking a skilled Paraplanner to strengthen its advisory support function. This role is ideal for a technically strong professional who values accuracy compliance and delivering high-quality financial planning support within a reputabl...

Prepare compliant accurate financial plans aligned to client objectives and risk profiles
Perform detailed cashflow modelling retirement projections and scenario analysis
Conduct investment research and comparative analysis considering tax and legislative implications
Compile Records of Advice client review reports and adviser presentation packs
Ensure all documentation complies with FAIS FICA FSCA and internal compliance frameworks
Maintain audit-ready records and accurate CRM data
Provide technical support to advisers before and after client meetings

Requirements

24 years experience in a paraplanning wealth management or advisory environment
Solid working knowledge of investments retirement planning and financial planning principles
Proven experience with cashflow modelling and financial analysis
Strong understanding of regulatory and compliance requirements
Advanced report-writing skills with exceptional attention to detail
Proficiency in Microsoft Office and financial planning systems (e.g. myPractice)
Relevant qualification or studies toward Financial Planning / Wealth Management / CFP

Why This Opportunity

Association with a trusted well-regarded wealth brand
Exposure to high-quality advice processes and experienced advisers
Structured professional environment with strong compliance support
Long-term career value and skills development

Suitable candidates can expect fair market-related compensation together with the added benefit of long-term financial growth and structured career development.