Paraplanner

Status Staffing • somerset west, somerset west, South-Africa • Posted June 08, 2026

Location somerset west, somerset west

Job Type Full-time

Category Other-General

Posted June 08, 2026

                A recent professional profile photo is to accompany your application 
EMPLOYMENT TYPE    :           Permanent
SECTOR                          :           Finance
BASIC SALARY              :           Market related
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. 
25 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 fina...
            

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