Paraplanner

About the position

Paraplanner
Bedfordview, Johannesburg
Market Related

Launch your financial planning career with a hands-on role at a thriving advisory firm

Is this you?
You're curious, methodical, and service-driven, with a natural desire to learn and contribute in a client-centric environment. You're a strong communicator with great attention to detail and a collaborative spirit. You thrive in a process-led setting and enjoy supporting others while developing your technical capabilities. Comfortable with numbers, analysis, and constructive feedback, you're keen to grow your career in financial planning and ready to commit to a support-focused role for the next few years.

What you'll be doing (and why you'll enjoy it)
You'll work closely with Financial Planners to support client servicing, financial needs analyses, and proposal preparation. Your days will involve analysing client information, preparing risk profiles, liaising with service providers, compiling investment comparisons, drafting reports, and refining financial strategies. This role offers a unique opportunity to embed yourself in the full lifecycle of a financial advisory practice while building real-world experience.

Where you'll be doing it
You'll join a small, dynamic team at an established independent financial advisory practice based in Bedfordview, Johannesburg. The firm is part of a forward-thinking financial group known for its personalised service, collaborative culture, and strong reputation in delivering holistic financial planning solutions. Here, knowledge sharing and professional development are actively encouraged.

What you'll need
You'll hold a BCom or similar qualification, ideally with a Postgraduate Diploma in Financial Planning progress toward your CFP® certification. 2 years' experience in financial planning is essential and proficiency in MS Office (especially Outlook, Word, and Excel), as is confidence working with numbers and financial tools. A valid driver's licence and your own car are required. Experience conducting Financial Needs Analyses and familiarity with advisory processes will set you apart.

What you'll get
A competitive, all-inclusive salary package tailored to your experience. You'll gain invaluable exposure to both clients and financial planning operations, with mentoring from seasoned professionals and the chance to meaningfully grow your expertise in a respected practice.

How to apply
For a confidential discussion please contact Claudette on [Phone Number Removed]; or send your CV to c (dot) [Email Address Removed]
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.

Desired Skills:

• financial planning

Desired Work Experience:

• 2 to 5 years

Desired Qualification Level:

• Degree