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:

Wealth Planner
Location: Johannesburg
Salary:
21 days ago

PARAPLANNER - PRETORIA
Location: Pretoria
Salary: Market related
To assist the wealth planners / Financial Advisors / wealth Managers.
14 days ago

PARAPLANNERCAPE TOWN - PRETORIA
Location: Pretoria
Salary: Market related
To assist the wealth planners / Financial Advisors / wealth Managers
44 days ago

PARAPLANNER - PRETORIA
Location: Pretoria
Salary: Market related
To assist the wealth planners / Financial Advisors / wealth Managers
44 days ago

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

Paraplanning Assistant
Location: Johannesburg
Salary: Monthly
Leading "wealth management" organisation is looking for a Paraplanning Assistant to join their team in Randburg, Johannesburg North.
15 days ago

Distribution Sales Manager
Location: Pretoria
Salary: Market Related
Distribution Sales Manager
34 days ago

Wealth Investment Manager | Sandton
Location: Johannesburg
Salary: Market Related
Private wealth Banking
Today

Wealth Management Specialist
Location: Centurion
Salary: Market Related
Are you passionate about helping individuals and families achieve long-term financial well-being? Do you have a knack for translating complex financial concepts into clear, actionable strategies? Our Client is on the lookout for a dynamic and client-focused wealth Management Specialist to join a reputable firm in the financial services sector based in the Centurion area.
14 days ago