Paraplanner

Status Staffing

Full-time Somerset West, Somerset West Other-General

Posted:

March 02, 2026

Location:

Somerset West, Somerset West, South-Africa

Job Description

                    A recent professional profile photo is to accompany your application 
EMPLOYMENT TYPE    :           Permanent
SECTOR                          :           Finance
BASIC SALARY              :           R  - R 
START DATE                  :           A.S.A.P / Immediate

REQUIREMENTS:  
Comm qualification. 
Postgraduate qualification in Financial Planning would be advantageous. 
Minimum of 3 years paraplanning experience. 
Independent experience with various LISPs would be advantageous. 
RE5 qualification and completion of supervision periods would be advantageous. 
Non-advisory role, but includes client-facing interaction. 
 
DUTIES:  
Prepare and compile comprehensive financial planning documentation, including needs analyses, investment comparisons, and client reports, in support of Financial Advisors. 
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Job Overview

Job Type: Full-time

Location: Somerset West, South-Africa

Posted: March 02, 2026

Deadline: April 11, 2026