Paraplanner

Recruiter:

Network Recruitment

Job Ref:

NFR008462/CPi

Date posted:

Wednesday, January 21, 2026

Location:

Johannesburg, South Africa

Salary:

260000 Annually

SUMMARY:
Paraplanner needed in Johannesburg North.

POSITION INFO:
Looking to build your career in a fast-paced and client-centric financial services environment? A high-performing Private Clients team in Northcliff is on the hunt for a Finance Administrator to take full ownership of their growing investment and life administration book.

This is a key support role where accuracy, coordination, and proactive client service are essential. If you’re driven, meticulous, and thrive under pressure- this could be your next big move.

Key Responsibilities:

Financial Planning support and providing full administrative support to Wealth Managers
Maintain up-to-date and compliant client records
Coordinate account openings, investment transactions, and policy reviews
Handle scheduling, diary management, and travel arrangements
Respond timeously to client and internal queries
Apply regulatory knowledge (FICA/FAIS) in all operations
Assist with switches, top-ups, and preparation for client reviews

Requirements:

BCom (Finance / Business Finance / Investments / Financial Planning / Financial Sciences or Investment Management or BCom (Economics) or relevant BSc Degree
CFP and/or Postgraduate Diploma in Financial Planning
2+ years relevant work experience as a Paraplanner
Strong working knowledge of FICA and FSCA regulatory compliance
Proficient in Microsoft Office, especially Excel
High attention to detail with a methodical work ethic
Able to work independently and as part of a team
Clear communicator with a client-first mindset

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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