Financial Planning Support Specialist | Faerie Glen

Recruiter:

The Recruitment Council

Job Ref:

Financial Planning S..

Date posted:

Tuesday, October 21, 2025

Location:

Johannesburg, South Africa

Salary:

Annual Salary

SUMMARY:
Financial Planning Support Specialist | Faerie Glen

POSITION INFO:

Are you an expert Financial Planning Support Specialist ready to leverage your technical mastery to elevate a top-tier financial planning practice?

A leading independent financial services firm is seeking a highly skilled Financial Planning Support Specialist to join their team, reporting directly to the Head of Financial Planning. This role is vital: your mission is to assist and serve our financial planners in such a way that they can spend more time in front of clients, while also mentoring the next generation of technical specialists.

If you are an Expert in financial planning, project management, and administration, and thrive on technical problem-solving, this is your opportunity to become a core strategic resource.

Responsibilities:

Technical Excellence: Prepare all client presentations, financial planning data, calculations, and comprehensive financial planning reports. You will apply expert technical knowledge using client relations management (CRM) systems and advanced financial planning software, including Xplan, Xtools, Integrated Wealth Planner, and Asset Map.
Workflow Leadership: Assist in the coordination, prioritization, and monitoring of the paraplanning workflow. You will be critical in meeting service standards and deadlines.
Mentorship & Coaching: Review the work of less experienced paraplanners and assist in the coaching and mentoring of team members as required. You may also assist with the induction of new team members.
Process Improvement: Assist in the development and review of paraplanning policies and procedures, and participate in assigned projects.
Client Interface: Communicate directly with relevant Insurance and Investment companies on behalf of financial planners and clients. You may also accompany financial planners to initial and review client meetings as required.

Experience & Qualifications:

Education (Preferred): Post Graduate Diploma in Financial Planning (or studying towards) , complemented by a BCom, LLB, or Advanced Certificate in Financial Planning.
Regulatory Status (Desirable): Regulatory Examinations (RE5) and the Professional Competency Examination (PCE).

Technical Knowledge:

A thorough understanding of compliance issues associated with financial advice and intermediary services.
A strong desire to learn and grow, with critical skills in Computer Literacy, IT systems use, Planning, Admin, Project Management, Writing, and Presentation.

Similar jobs you might be interested in:

Candidate Attorney
Location: Sandton
Salary:
Are you a llb graduate with a passion for Banking Litigation? A respected national law firm, is looking to grow its Sandton team with a sharp, motivated Candidate Attorney
28 days ago

Risk & Compliance Administrator
Location: Johannesburg
Salary: Annually
Are you a detail-driven Risk, Legal, and Compliance Administrator with experience in contract management, regulatory compliance, and policy development?Our client, a leading property management company specialising in student accommodation, is seeking an energetic and analytical professional to support legal operations, risk management, and compliance governance across a fast-growing portfolio.Thi...
20 days ago

Financial Planning Support Specialist | Faerie Glen
Location: Johannesburg
Salary: Annual Salary
Financial Planning Support Specialist | Faerie Glen
44 days ago

Industrial Relations Manager – LLB – NBCRFLI - Logistics / Manufacturing Industry - East Rand
Location: East Rand
Salary: Negotiable
Industrial Relations Manager – llb – NBCRFLI - Logistics / Manufacturing Industry - East Rand
Today