Finance Graduate/Paraplanner

Recruiter:

Network Recruitment

Job Ref:

NFR007533/Angie

Date posted:

Monday, October 6, 2025

Location:

Johannesburg, South Africa

SUMMARY:
My client is an independently owned financial advisory firm offering specialist offshore financial advice and investment solutions to individuals and families. With expertise spanning investment planning, offshore investments, retirement planning, estate planning, and trust services, the firm prides itself on providing personalised, world-class financial guidance.
Based in Johannesburg, the team works closely with clients to help them navigate the complexities of global wealth management and build lasting financial security.

POSITION INFO:
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 the relevant financial regulations
Learning from industry experts and developing your technical and advisory skills

Requirements:

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)

Why Apply?:
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.

For more exciting Finance vacancies, please visit:

If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.

We also invite you to contact us to discuss your next career move in finance!

For more information, contact:
Angelique Jardim
Specialist Recruitment Consultant

Similar jobs you might be interested in:

Finance Graduate/Paraplanner
Location: Johannesburg
Salary:
My client is an independently owned financial advisory firm offering specialist offshore financial advice and investment solutions to individuals and families. With expertise spanning investment planning, offshore investments, retirement planning, estate planning, and trust services, the firm prides itself on providing personalised, world-class financial guidance.Based in Johannesburg, the team wo...
13 days ago

Data Analyst
Location: Johannesburg
Salary:
Love digging into numbers and turning them into clear business insights? As a Data Analyst, you’ll play a key role in shaping decisions that matter. If you thrive on analyzing trends, building reports, and helping businesses see the story behind the data, then this Data Analyst role is calling your name.
13 days ago

Data Analyst
Location: Johannesburg
Salary: Market Related
Do you enjoy uncovering insights that drive strategic decisions in the financial sector? If you're a detail-oriented Data Analyst, with a passion for banking data, financial products, and risk insights, then this opportunity is for you!
14 days ago

Chief Executive Officer
Location: South Africa
Salary:
Exciting opportunity for a visionary Chief Executive Officer to lead two high-performing, technology-driven businesses within one of South Africa’s leading JSE listed groups.
4 days ago

Senior Accountant
Location: Johannesburg
Salary: 750000 Annually
Numbers with Purpose - Step into a Career That Matters.
23 days ago

Mechanical Engineering Graduates
Location: Centurion
Salary: Annually
Just finished your Mechanical Engineering Degree and wondering what’s next? Consider this your sign—exciting opportunities are out there, and your journey starts now!
16 days ago

Mechanical Engineering Graduates
Location: Centurion
Salary: Annually
Finishing your Mechanical Engineering Degree and thinking about your next step? This is your sign — Exciting opportunities await, and your journey begins today!
10 days ago

Electrical Engineering Graduates
Location: Centurion
Salary: Annually
Electrical Engineering graduates – Exciting Opportunities Await!
16 days ago

BCom Graduates
Location: Johannesburg
Salary:
87 days ago

Executive Chef
Location: Pretoria
Salary: Monthly
Large Hotel in Pretoria is looking for an experienced Executive Chef.
3 days ago