Financial Planning Support Specialist | Faerie Glen

Recruiter:

The Recruitment Council

Job Ref:

Financial Planning S..

Date posted:

Tuesday, October 21, 2025

Location:

Johannesburg, South Africa

Salary:

Annual Salary

SUMMARY:
Financial Planning Support Specialist | Faerie Glen

POSITION INFO:

Are you an expert Financial Planning Support Specialist ready to leverage your technical mastery to elevate a top-tier financial planning practice?

A leading independent financial services firm is seeking a highly skilled Financial Planning Support Specialist to join their team, reporting directly to the Head of Financial Planning. This role is vital: your mission is to assist and serve our financial planners in such a way that they can spend more time in front of clients, while also mentoring the next generation of technical specialists.

If you are an Expert in financial planning, project management, and administration, and thrive on technical problem-solving, this is your opportunity to become a core strategic resource.

Responsibilities:

Technical Excellence: Prepare all client presentations, financial planning data, calculations, and comprehensive financial planning reports. You will apply expert technical knowledge using client relations management (CRM) systems and advanced financial planning software, including Xplan, Xtools, Integrated Wealth Planner, and Asset Map.
Workflow Leadership: Assist in the coordination, prioritization, and monitoring of the paraplanning workflow. You will be critical in meeting service standards and deadlines.
Mentorship & Coaching: Review the work of less experienced paraplanners and assist in the coaching and mentoring of team members as required. You may also assist with the induction of new team members.
Process Improvement: Assist in the development and review of paraplanning policies and procedures, and participate in assigned projects.
Client Interface: Communicate directly with relevant Insurance and Investment companies on behalf of financial planners and clients. You may also accompany financial planners to initial and review client meetings as required.

Experience & Qualifications:

Education (Preferred): Post Graduate Diploma in Financial Planning (or studying towards) , complemented by a BCom, LLB, or Advanced Certificate in Financial Planning.
Regulatory Status (Desirable): Regulatory Examinations (RE5) and the Professional Competency Examination (PCE).

Technical Knowledge:

A thorough understanding of compliance issues associated with financial advice and intermediary services.
A strong desire to learn and grow, with critical skills in Computer Literacy, IT systems use, Planning, Admin, Project Management, Writing, and Presentation.

Similar jobs you might be interested in:

Financial Planning Support Specialist | Faerie Glen
Location: Johannesburg
Salary: Annual Salary
financial planning support specialist | faerie glen
52 days ago

Financial Planning Analyst CA(SA)
Location: Johannesburg
Salary:
Are you a commercially minded CA(SA) ready to step into a strategic finance role within a dynamic, multi-brand manufacturing environment? This opportunity is ideal for an analytical thinker who thrives in a fast-paced, results-driven business and wants to influence performance at both an operational and strategic level.
38 days ago

Head of Financial Planning & Analysis (FP&A)
Location: Johannesburg
Salary:
53 days ago

Financial Planning Associate
Location: Johannesburg
Salary: Market Related
financial planning Associate
68 days ago

Senior Paraplanner
Location: Johannesburg
Salary: Market Related
Senior Paraplanner
1 day ago

Financial Advisor
Location: Johannesburg
Salary: 30 000 Monthly
Bedfordview - Our client is a respected leader in the financial services industry with over 30 years of success. They are seeking a financial Advisor to provide tailored advice and long-term insurance solutions to professionals.
16 days ago

Events Supplier Operations Manager
Location: Johannesburg
Salary:
Do you have hands-on experience providing a product or service within the events industry?Our client, a provider of water-based solution services, is seeking an Events Project Manager to oversee all aspects of their operations, including client liaison, preparing quotations, managing stock, and coordinating the full setup and execution of events.You’ll need exceptional coordination and admin...
Today

Financial accountant
Location: Pretoria
Salary:
A dynamic logistics company in Pretoria is seeking a highly skilled financial Accountant with 3–5 years’ experience to join our finance team. The company provides efficient transport and supply chain solutions across South Africa, and we are committed to operational excellence, accuracy, and compliance. The successful candidate will play a key role in managing financial reporting, anal...
Today

Senior Energy Design Engineer
Location: Sandton
Salary: Annually
Top consulting engineering firm is seeking a Senior Energy Design Engineer to join their team in the Johannesburg or Cape Town office.You will be supporting the further growth, development and service delivery of the energy consulting team, with a focus on multi-disciplinary aspects of our projects, but also business development and project management (leading internal teams) on PV, wind, battery ...
Today

Financial Manager
Location: Johannesburg
Salary:
A leading petroleum wholesaler based in Johannesburg is seeking a highly skilled and driven financial Manager to join our dynamic team. We supply fuel and energy products across South Africa and pride ourselves on reliability, innovation, and strong client relationships. We are looking for a finance professional who can provide strategic financial leadership, ensure compliance, and support the con...
Today

Financial Planning Support Specialist | Faerie Glen

Similar jobs you might be interested in:

Jobseekers

Recruiter

General