Paraplanner (Certified)

SUMMARY:

About the Opportunity

An established wealth management firm with over two decades of excellence in holistic financial services is seeking a qualified Paraplanner to join its dynamic Financial Planning team. With offices in Port Elizabeth, Plettenberg Bay, and Johannesburg, this respected organisation offers a collaborative environment where your expertise will directly impact client outcomes and team success.

The Role

Working as a Paraplanner from the Port Elizabeth offices, you will provide critical technical support to our team of Certified Financial Planners, transforming complex client data into comprehensive financial strategies. This is an office-based position focused purely on technical planning excellence (no sales or marketing responsibilities).

Key Responsibilities:

• Gather and analyse client financial data to develop detailed financial plans
• Create tailored investment strategies aligned with client goals and risk profiles
• Prepare comprehensive reports and recommendations for high-net-worth clients
• Research financial products and ensure compliance with FAIS, FICA, and FSCA regulations
• Utilise X-Plan software to deliver accurate planning outputs
• Collaborate with advisors to strengthen financial planning deliverables
• Maintain strict confidentiality and ethical standards

Essential Requirements:

• CFP (Certified Financial Planner) designation–non–negotiable
• 3-5 years of relevant paraplanning experience
• Proficiency in X-Plan software
• Fully bilingual (English and Afrikaans)
• Strong analytical skills with exceptional attention to detail
• Excellent report writing abilities
• Sound knowledge of financial planning principles, investments, and regulatory compliance
• Self-confident communicator with excellent interpersonal skills
• Superior organisational and time-management capabilities

Preferred Qualifications:

• Postgraduate Diploma in Financial Planning or related field
• Experience working with high-net-worth individuals
• Familiarity with corporate banking relationships and investment platforms

What's on Offer

• Competitive salary: CTC (commensurate with experience). This position requires the successful candidate to manage their own pension and medical aid arrangements.
• Performance-based 13th cheque
• Flexible working hours: 07h00-16h00 or 07h30-16h30
• No weekend work requirements
• Informal yet professional work environment
• Collaborative team culture where your contributions matter
• Opportunity to work with prestigious clients and leading financial institutions
• Organisational Culture: This team prides itself on maintaining an informal environment with a corporate edge. Thriving on collaboration, mutual respect, and a shared commitment to delivering exceptional financial planning services;  valuing accuracy, professionalism, and continuous development.

Ready to Apply?

If you're a detail-oriented CFP professional who takes pride in producing excellent planning work and wants to be part of a team that values your technical expertise, we want to hear from you.
To apply, please submit a comprehensive CV that clearly reflects:

• Your academic credentials and CFP certification details
• Detailed work experience relevant to paraplanning
• Proficiency with X-Plan and other financial planning software
• Examples of financial planning deliverables you've produced

Applications will be reviewed on a rolling basis, and interviews will be scheduled promptly for qualified candidates. The successful candidate can expect to start as soon as possible.
Submit your application today and take the next step in your financial planning career!

We are committed to employment equity and encourage applications from suitably qualified candidates. Only shortlisted candidates will be contacted.

POSITION INFO:
Paraplanner (with professional certification)

 

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