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Paraplanner

Company

Status Staffing

Location

Somerset West, Western Cape

Posted

June 24, 2026

Position Overview

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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