Paraplanner - Northcliff

The Paraplanner provides technical and administrative support to financial advisers, assisting in the preparation of client financial plans, reports, and recommendations. · ...

We are searching for a Paraplanner to join our team. · ...

We are currently searching for a Paraplanner to join our team. The Paraplanner provides technical and administrative support to financial advisers, assisting in the preparation of client financial plans, reports, and recommendations. · Key Responsibilities:Gather and analyse clie ...

We are looking for a Paraplanner to join our growing team in Bryanston, Johannesburg. · This is an opportunity for someone who is either a CFP professional or actively working towards the designation and wants to be part of a strong investment-focused advice team. ...

A well-established financial planner in Northcliff  is looking for an experienced Assistant Paraplanner to join their company. · ...

Our client is a well-established financial services firm providing professional financial planning and advisory solutions to a diverse client base.The business prides itself on delivering high-quality compliant and client-focused financial advice supported by strong operational a ...

This is a full-time on-site role for a Paraplanner based in Johannesburg. · ...

An excellent opportunity exists for a Paraplanner to join a professional advisory team based in Northcliff. · Provide comprehensive financial planning and administrative support to allocated Financial Advisers · ...

A finance administrator/bookkeeper role in a dynamic national organisation seeking a highly organised and detail-oriented financial professional. · ...

An established investment and wealth management environment is looking for a detail-oriented Paraplanner to support a high-performing Wealth Manager and their team. · ...

This is a full-time Paraplanner role based in Pretoria. The Paraplanner will assist financial advisors by preparing financial plans. · ...

We are looking for a paraplanner to join our team in Pretoria. · As a paraplanner you will play a vital role in turning our advice process into actionable strategies that help clients achieve wellbeing across every domain of life. · Translate complex client data into clear financ ...

A highly skilled Paraplanner to join their team. · Consolidate and summarize all policies and investments. · Prepare required financial calculations. · ...

An established and client-focused financial planning practice is seeking a detail-oriented Paraplanner to support Financial Advisors in delivering high-quality, compliant financial plans. · ...

· Reference: NFR008876-CPi-1 · Looking to build your career in a fast-paced and client-centric financial services environment · Duties & Responsibilities · A high-performing Private Clients team in Lynnwood is on the hunt for a Finance Administrator to take full ownership of the ...

Recruiter: · Network Recruitment · Job Ref: · NFR008880/Angie · Date posted: · Tuesday, February 24, 2026 · Location: · Pretoria, South Africa · SUMMARY: · An established investment and wealth management environment is looking for a detail-oriented Paraplanner to support a high-p ...

Join a strengths-based team that helps clients live with clarity, confidence and purpose. · At Ultima Financial Planners we believe that great financial planning changes lives. ...

Recruiter: · Network Recruitment · Job Ref: · NFR008876/CPi · Date posted: · Monday, February 23, 2026 · Location: · Pretoria, South Africa · Salary: · 280000 Annually · SUMMARY: · Looking to build your career in a fast-paced and client-centric financial services environment · PO ...

+Client Data Collection & Analysis, Financial Plan Preparation, Research and Product Analysis, Compliance and Regulation Support, Implementation of Advice. · +Gather and verify client information (personal details income assets liabilities dependants). · Analyse financial stateme ...

This paraplanner will assist financial advisors in preparing financial plans, · analyzing client information, and providing comprehensive reports. · ...