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Client Relationship Specialist / paraplanner

Status Staffing
Permanent Johannesburg, Gauteng Business Operations Specialists
Posted:
June 12, 2026
Location:
Johannesburg, Gauteng, South Africa

Job Description

START DATE

: A.S.A.P

REQUIREMENTS:

  • 5–10 years’ experience as a Private Client Wealth or Relationship Manager.

  • Experience working with high-net-worth and ultra-high-net-worth clients in investment advisory, financial planning, and estate planning.

  • Grade 12 (Matric).

  • Recognized FSCA-approved tertiary qualification.

  • Postgraduate Diploma in Financial Planning (PGDFP) (advantageous).

  • RE5 certification (required).

  • Valid Financial Services Provider (FSP) license, including Category 1.

  • Proficient in Microsoft Office.

  • Computer literate and technologically savvy.

  • Valid driver’s license.

  • Fluent in verbal and written English and Afrikaans.

  • Financial Markets Knowledge: Strong understanding of financial markets and instruments, including equities, fixed income, bonds, listed property, cash instruments, and local and offsh...

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    Job Overview

    Job Type: Permanent
    Location: Johannesburg, South Africa
    Posted: June 12, 2026
    Deadline: July 22, 2026