Paraplanner

Status Staffing · Somerset West, Western Cape, South Africa

Location

Somerset West

Job Type

Permanent

Posted

June 19, 2026

Job Description

START DATE
 : A.S.A.P / Immediate

REQUIREMENTS:

Com (Bachelor of Commerce) degree or equivalent tertiary qualification.

Postgraduate Diploma in Financial Planning would be advantageous.

2–5 years’ experience in a similar role within a Financial Planning or Wealth Management practice.

Minimum of 3 years’ paraplanning experience would be advantageous.

Regulatory Examination (RE5) qualification would be advantageous.

Certified Financial Planner (CFP®) designation would be advantageous.

Experience working with various LISPs (Linked Investment Service Providers) would be advantageous.

Strong knowledge of financial planning principles, including investments, retirement planning, tax planning, and estate planning.

Sound understanding of regulatory and compliance requirements, including FAIS, FICA, and related industry legislation.

Proficie...

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