Paraplanner

Recruiter:

Talexus

Job Ref:

JHB001979/Stace

Date posted:

Thursday, April 16, 2026

Location:

Johannesburg, South Africa

SUMMARY:
Our client is seeking a Senior Paraplanner to join their team. They are a asset and wealth management company.
Based in Johannesburg. Bachelors Degree in Finance or related needed. Minimum 4+ yrs experience in Financial Services.

POSITION INFO:
Role: Senior Paraplanner
Location: Rivonia, Johannesburg

Key Responsibilities:

Assist senior financial planners in developing comprehensive records of advice or investment proposals.
Gather and analyse client financial information, keep CRM systems updated.
Prepare reports and presentations for client meetings.
Conduct research on financial products and market trends.
Support the implementation of investment strategies.
Maintain accurate client records and ensure compliance with regulations.
Create and manage content for social media platforms.
Assist in developing and implementing social media strategies.
Monitor and engage with audience on various social media channels.

Requirements

Bachelor's degree in Finance, Economics, or related field.
4+ years of experience in financial services.
Strong analytical and problem-solving skills
Excellent communication and interpersonal abilities
Proficiency in Microsoft Office suite, especially Excel
Knowledge of South African financial regulations and tax laws
Professional qualifications (e.g., CFP, CFA) Beneficial

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