Lets Write Africas Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionA paraplanner in South Africa’s financial services sector is a professional who supports financial planners
Our client, a well established financial services firm based in Cape Town, is looking for a detail oriented Paraplanner to join their growing team. The successful candidate will provide technical and administrative support to financial advisers, helping
Our client, a well established financial services firm based in Umhlanga, is looking for a detail oriented Paraplanner to join their growing team. The successful candidate will provide technical and administrative support to financial advisers, helping to
Johannesburg, South Africa | Posted on 15/10/2026 We are a specialist property finance and mortgage brokerage looking to hire a reliable, detail-oriented Full Time Para planner to support senior brokers with the day-to-day administration of live
Minimum requirements: Previous experience within the financial services industry/ Diploma in Financial Planning, Financial Services, or a related field with Relevant administrative experience Good understanding of financial products, client documentation, and compliance requirements Strong organisational skills
Must have Matric / Grade 12, Completed RE Exam, working knowledge of FAIS / FICA Legislation, FAIS Accreditation, 5+ years experience in the financial planning industry, proficiency in financial planning software and analysis tools, Advanced Excel
A recent professional profile photo is to accompany your application EMPLOYMENT TYPE : Permanent SECTOR : Wealth Management BASIC SALARY : Market related START DATE : A.S.A.P REQUIREMENTS: 510 years experience as a Private Client Wealth
Key Responsibilities: Conduct Financial Needs Analyses. Prepare and draft financial proposals. Provide paraplanning and administrative support to the Risk/Investments Department. Assist with preparing client documentation and recommendations. Ensure accuracy and completeness of financial records and documentation
Key responsibilities include: Provide investment planning technical support to Trust Officer(s) in team, including research and analysis of client portfolios Preparation of minutes for client meetings, record of advice and proposals Client needs analysis and advisory
Responsibilities will include supporting financial advisers, preparing financial plans and client reports, researching investment products, analysing client portfolios and maintaining accurate records. You will also assist with client reviews, risk profiling and compliance documentation, ensuring recommendations
Are you an analytical, detail-driven paraplanning professional looking to grow your career within a highly respected wealth management practice? Our client is seeking a fully bilingual (English and Afrikaans) Paraplanner to provide end-to-end technical, compliance, and research
PARAPLANNER Location: South Africa Employment Type: Permanent Salary: Market Related Role Overview We are seeking an experienced and highly detail-oriented Paraplanner to work closely with a Financial Adviser in delivering comprehensive financial planning solutions to clients. The successful
BDO Wealth Advisers ( has an opportunity for a Para-Planner to join the BDO Financial Planning team, in our Cape Town office. This appointment is for a full time, permanent position. What this position offers: The
Talent Shore Ltd. is hiring a reliable, detail-oriented para planner to support senior brokers in day-to-day administration of live cases. This fully remote role focuses on keeping deals moving, maintaining high standards of organisation, and timely
Requirements: Grade 12 / Matric Tertiary qualification (Bachelor’s Degree in Commerce, Finance, Investments would be essential) 3 - 5 years experience in financial services or in a similar role. Experience in Financial Planning would be an
Introduction A leading company within the financial services sector, based in East Rand is looking for an Executioner. The Executioner is responsible for implementing all client instructions accurately and efficiently after the advisor meeting, ensuring that
Our client, a well established financial services firm based in Cape Town, is looking for a detail oriented Paraplanner to join their growing team. The successful candidate will provide technical and administrative support to financial advisers, helping
Minimum requirements: Previous experience within the financial services industry/ Diploma in Financial Planning, Financial Services, or a related field with Relevant administrative experience Good understanding of financial products, client documentation, and compliance requirements Strong organisational skills
Key Responsibilities: Conduct Financial Needs Analyses. Prepare and draft financial proposals. Provide paraplanning and administrative support to the Risk/Investments Department. Assist with preparing client documentation and recommendations. Ensure accuracy and completeness of financial records and documentation
Responsibilities will include supporting financial advisers, preparing financial plans and client reports, researching investment products, analysing client portfolios and maintaining accurate records. You will also assist with client reviews, risk profiling and compliance documentation, ensuring recommendations