Finance Graduate/ Paraplanner
Job Description
Job Summary This is an exciting graduate opportunity for individuals who have recently completed their degree and are eager to start a career in paraplanning and wealth management.
As a Graduate Paraplanner, you will work alongside experienced Wealth Managers, assisting with financial planning processes, conducting investment research, preparing reports, and helping draft tailored financial plans for clients. You'll gain hands-on experience in both the analytical and advisory sides of financial planning, with a clear growth path toward becoming a qualified Wealth Manager.
What You'll Be Doing
- Supporting Wealth Managers in preparing client financial plans and investment proposals
- Conducting research and analysis on investment opportunities
- Preparing reports and documentation for client meetings
- Ensuring compliance with relevant financial regulations
- Learning from industry experts and developing your technical and advisory skills
- Recently completed Bachelor's degree in Finance, Economics, Investment Management, or a related field
- Strong analytical, numerical, and problem-solving abilities
- Excellent communication and report-writing skills
- High attention to detail and a proactive, curious mindset
- A genuine interest in financial planning and wealth management
- Progress toward or interest in obtaining CFP certification (advantageous)
This is an excellent opportunity to launch your career in financial planning with a reputable, growing firm that values development, mentorship, and long-term growth. You'll be guided by seasoned professionals and exposed to a wide range of investment and planning strategies.
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We also invite you to contact us to discuss your next career move in finance!
For more information, contact:
Angelique Jardim
Specialist Recruitment Consultant
Network Finance
Recruiter
Skills Required
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Job Detail
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Job IdJD1547353
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:R35,000-40,000 per month
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Employment StatusPermanent
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Job LocationJohannesburg, Gauteng, South Africa
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EducationNot mentioned