Our client, a boutique wealth management firm, is looking for a precise, mature, and highly efficient Junior Paraplanner to join their team. This is a non‑advisory support role perfect for a professional who thrives on administrative excellence,
A boutique wealth management firm in Cape Town is seeking a Junior Paraplanner to support investment and assurance operations. This role, which emphasizes administrative excellence and financial accuracy, offers a hybrid working model after an initial probation
Role: Paraplanner Category: Financial Services Location: Cape Town Salary: Market-related Our client is a well-established financial advisory business looking for a professional and mature Paraplanner to join their team in Sandton. The main purpose of this role is
Our client is seeking an experienced and dedicated Paraplanner to provide efficient administrative support to their team of Advisers. In this role, you will be allocated a dedicated portfolio of clients to assist with processing transactions, handling
Role: Paraplanner Category: Financial Services Location: Cape Town Salary: Market-related Our client is a well-established financial advisory business looking for a professional and mature Paraplanner to join their team in Sandton. The main purpose of this role is
Date: 7 Aug 2026 Location: Bellville, Western Cape, ZA Who are we? Sanlam, is dedicated to support, grow and empower clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We
Sanlam Limited in Bellville, Western Cape, is seeking a Para-Planner to support independent Advisors by conducting financial needs analyses and producing client financial plans. The role requires expertise in risk and investment products, regulatory context and
Position: Junior Paraplanner Primary Location: Cape Town (Western Cape) co-working space during probation, transitioning to hybrid/flexible thereafter Key Responsibilities The Junior Paraplanner will provide essential support across three core areas: Advisor Administrative Support Process and submit investment and
Our client, a well established investment institution, requires the expertise of a qualified financial professional. Education: Postgraduate Diploma in Financial Planning Working toward or having achieved Certified Financial Planner® (CFP) status At its core, the paraplanners role
Position Type: Full-time, Permanent Reporting To: Practice Manager About Our Client Our client is an award-winning, new-generation independent financial planning practice with a national footprint across South Africa . As an FPI Approved Professional Practice and
Who are we? Sanlam, is dedicated to support, grow and empower clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,400 tied advisors and 2,000 supporting independent
Job Description Role: Paraplanner Category: Financial Services Location: Pretoria Salary: Market-related Our client is a well-established financial advisory business looking for a professional and mature Paraplanner to join their team in Sandton. The main purpose of this role
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
Reference: 11331 CM Consultant: Christa Mostert Job Description Provide technical and analytical support to financial advisers throughout the financial planning process. Research and compare financial products, including investments, pensions, insurance, and mortgages. Prepare comprehensive financial plans
Exceed HR and Recruitment in Stellenbosch is seeking a meticulous Paraplanner to support financial advisers throughout the planning process. You will research products across investments, pensions, insurance, and mortgages, and prepare detailed financial plans aligned to clients’
Paraplanner position available in Stellenbosch. Duties and Responsibilities: Provide technical and analytical support to financial advisers throughout the financial planning process. Research and compare financial products, including investments, pensions, insurance, and mortgages. Prepare comprehensive financial plans based
Exceed Human Resource Consultants is seeking a Paraplanner to provide technical and analytical support to financial advisers throughout the planning process. You will research investments, pensions, insurance, and mortgages, and draft suitability reports. You will prepare comprehensive
An established and reputable insurance company is looking for an experienced Wealth Manager to join their growing team. This role offers an exciting opportunity for a relationship‑driven professional with solid wealth management expertise to advance their
An established and reputable insurance company is looking for an experienced Wealth Manager to join their growing team. This role offers an exciting opportunity for a relationship‑driven professional with solid wealth management expertise to advance their
A leading Wealth Management business is seeking a highly experienced Compliance Officer to join their governance structure. This role plays a critical function in ensuring regulatory adherence, mitigating risk, and embedding a strong culture of compliance