📌 OPPORTUNITY OVERVIEWThe Recruitment Council is actively recruiting for a Paraplanner | Gauteng position in Gauteng. This is an excellent opportunity for professionals in the Finance / Accounting / Audit sector looking to advance their careers.
🎯 IDEAL CANDIDATE PROFILEWe are seeking talented individuals with the following profile• Experience Level: 2 - 3 years • Educational Background: Others or equivalent • Industry Focus: Finance / Accounting / Audit • Location Preference: in Gauteng
💼 WHY THIS ROLE MATTERSFinancial professionals like Paraplanner | Gauteng are vital for organizational stability and compliance. This role offers the opportunity to impact business strategy and financial health.
📈 CAREER DEVELOPMENT INSIGHTSAt the 2-3 year mark in Finance / Accounting / Audit, you can leverage your foundational knowledge to take on more complex responsibilities and leadership opportunities.
📋 APPLICATION GUIDANCEWhen applying for this Paraplanner | Gauteng position, ensure your CV highlights: • Relevant experience matching the 2 - 3 years requirement • Educational qualifications in line with Others • Specific achievements in the Finance / Accounting / Audit field • Any certifications or specialized training
🌍 SOUTH AFRICA JOB MARKET CONTEXTThe Finance / Accounting / Audit sector in South Africa continues to show strong demand for skilled professionals. This position represents a valuable opportunity in the current job market.
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Are you an analytical, detail-driven paraplanning professional looking to grow your career within a highly respected wealth management practice? Our client is seeking a fully bilingual (English and Afrikaans) Paraplanner to provide end-to-end technical, compliance, and research support to a busy financial adviser.
ResponsibilitiesFinancial Analysis & Planning: Gather and analyze client financial information (income, expenses, assets, liabilities, insurance, investments, and retirement provisions) to draft comprehensive financial plans, cash flow models, and risk recommendations. Compliance & Documentation: Draft Records of Advice (ROA) and compliance documentation adhering strictly to FAIS/FSCA requirements and internal practice standards. Research & Product Comparison: Conduct product and fund research across various providers, obtaining quotes, policy documentation, and illustrations. Client Reviews & Admin Support: Prepare client review packs, assist with implementation, maintain CRM records, and support annual tax and provisional tax calculations.
RequirementsQualifications: CFP designation, or actively studying towards a CFP®, is required. Experience: Minimum 2–3 years of experience in a paraplanning or financial advice support role within financial services. Strong foundation in investment, retirement, risk, and estate planning principles. Language (Essential): 100% fluency in both Afrikaans and English (written and spoken) to effectively serve an established bilingual client base. Technical Skills: Strong proficiency in MS Office (especially Excel), familiarity with financial planning software, and exposure to FAIS/FSCA compliance guidelines. Key Attributes: Exceptional attention to detail, strong numerical/analytical capabilities, excellent report-writing skills, and the discretion needed to handle sensitive client data.
How To Apply
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Click the Apply Now button above.
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Your default email application or application link will open.
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Attach your Application letter, updated Curriculum Vitae (CV) and any supporting documents required.
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Use a professional subject line such as Application for "Indicate Positions"
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Send your application before the closing date.
Note: Only shortlisted candidates are contacted.
