Job Description

Are you a dedicated and ambitious financial professional looking to join a dynamic team? Our client, a leading financial advisory firm, is seeking a motivated Paraplanner or Junior Financial Planner to fill a key role in their Somerset West office. This position offers a fantastic opportunity for growth and development, with the potential to advance your career in financial planning.
Role Purpose:
You will be an integral part of the advisory team, providing crucial support in the financial planning process. The ideal candidate will be responsible for a range of tasks, from research and analysis to client servicing, helping to ensure a seamless and high-quality experience for clients.
Key Responsibilities:
Prepare and review financial plans and client documents.
Conduct research on various financial products and services.
Assist with client queries and administrative tasks.
Support senior advisors in managing client relationships.
Requirements:
A Postgraduate Diploma in Financial Planning is highly preferred, but candidates in the process of completing this or a similar qualification will be considered.
A completed RE5 (Representatives) exam is a strong advantage.
Experience in a financial planning, paraplanning, or client servicing role is beneficial.
Strong analytical, communication, and organizational skills.
A willingness to learn, take initiative, and work towards professional designations like the CFP.
Compensation:
The salary for this position is competitive and will be based on qualifications and experience, with a starting point in the region of R26,500 per month. We are open to candidates who are more experienced and require a higher salary, as well as those who are less qualified but show great promise and can take a lower starting salary.
If you are eager to develop your skills and build a long-term career in financial planning, we encourage you to apply.