Job Description

We require a Paraplanner to provide an efficient administrative support function to a Wealth Adviser. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in basic financial planning.

Responsibilities

Financial Planning support

Writing of Quarterly Investment Reports

Customer Relationship Management

Newsletters

Fund Research

Equity Research

Share Trading

Compose & Analyse Client reports

Quantitative analysis on equities and funds

Qualitative analysis on funds and due diligence reports on funds.

Discuss market circumstances with clients and bearing on their investment decisions

Analyse risk reports

Review brokerage earned

Communication with clients (verbal and written)

Planning and strategizing

Client and broker meetings

Writing monthly business reports

Execute client orders

Client Cash management

Minimum requirements

Relevant financial qualification (Preferably a completed Bachelor's Degree majoring in Financial Planning/Investment Planning/Risk Management/Economics/Accounting/Business Management) or LLB.

RE 5 qualification

3+ years' experience in the financial services industry as a Paraplanner

Strong Computer literacy (MS Office) - Highly competent in Excel and PowerPoint

Strong technical and administrative skills

Proficient in both spoken and written English and at least one other of the official South African languages

Competencies required:

Numerical skills

Interpersonal skills

Communication skills (Verbal & Written)

Attention to detail

Problem solving

Industry Specific knowledge

Analytical skills

Lateral thinking

Leadership skills

A Passion for trading and the ability to work hard

Positive Attitude

Integrity

Good People skills

Work individually and in a team

Closing date: 17-Jun-2026