Paraplanner

Recruiter:

Talexus

Job Ref:

JHB001908/Tyron

Date posted:

Tuesday, June 3, 2025

Location:

Johannesburg, South Africa

SUMMARY:

Junior Financial Planner / Paraplanner

Location: Johannesburg
Industry: Financial Planning & Investment

Looking to kick-start your career in financial planning and wealth management? This is a great opportunity to join a respected and growing financial services firm that works closely with high-net-worth clients.

POSITION INFO:

We’re looking for a driven, detail-focused Junior Financial Planner / Paraplanner who’s eager to learn, grow, and get hands-on experience across both client support and digital marketing.

What You’ll Be Doing

In this role, you’ll be working alongside senior financial planners, supporting them in preparing strategies and proposals, doing research, and helping manage client relationships. You’ll also get to contribute to digital marketing and social media initiatives — perfect if you enjoy a bit of creativity alongside numbers.

Your day-to-day could include:

Assisting in the preparation of financial plans and investment proposals
Researching financial products and market trends
Creating reports and presentations for client meetings
Updating CRM systems and keeping client records accurate
Helping implement investment strategies
Contributing to social media content and digital communication
Supporting broader marketing and online engagement efforts

What We’re Looking For

A degree in Finance, Economics, or something related
Up to 2 years of experience in financial services (internships count)
Strong Excel and Microsoft Office skills
Clear communicator with strong attention to detail
Afrikaans language skills is advantageous
A genuine interest in financial planning and client service
Having a CFP or CFA qualification is a strong advantage — but we’re also open to candidates currently pursuing either designation

It’ll Help If You Are

Organised and good with numbers
Curious and open to learning
Comfortable working independently and in a team
Able to balance accuracy with deadlines
Interested in financial markets, personal finance, and digital content

What You’ll Get

A competitive starting salary
Performance-based bonuses
Learning and mentorship opportunities
Exposure to real-world financial planning, investment strategy, and digital content
A supportive team environment where your growth is a priority

Similar jobs you might be interested in:

Paraplanner
Location: Johannesburg
Salary:
Junior Financial planner / ParaplannerLocation: JohannesburgIndustry: Financial Planning & InvestmentLooking to kick-start your career in financial planning and wealth management? This is a great opportunity to join a respected and growing financial services firm that works closely with high-net-worth clients.
2 days ago

Senior SHEQ Officer
Location: Johannesburg
Salary: Basic + overtime + standby + laptop and company phone. Basic is CTC depending on experience and qualifications
Will lead SHEQ compliance across multiple sites, mentor junior officers, and be a key player in promoting a strong safety culture.
3 days ago

Junior Financial Advisor | Bedfordview
Location: Bedfordview, Gauteng
Salary: Market Related
Junior Financial Advisor | Bedfordview
50 days ago

Junior Financial Advisor
Location: Johannesburg
Salary: R360 000 Per Annum
Exciting Junior Financial Advisor Role – Competitive Salary, Career Growth, and Exposure to High-Net-Worth Clients!
70 days ago

Full Maintenance Leasing Sales Executive – Kempton Park
Location: Johannesburg
Salary: Basic
Full Maintenance Leasing Sales Executive – Kempton Park
90 days ago

X2 Senior Manager: Cybersecurity
Location: Pretoria
Salary:
Managed Talent Solutions a Business Unit within Datacentrix is looking for X2 senior Manager: Cybersecurity. Must have minimum qualification of NQF Level 7 such as 4 year Bachelor’s Degree/National Diploma plus post graduate Diploma with specialisation in Auditing and/or Information Technology. In addition the applicants must have a minimum of 6 years’ experience post qualificatio...
Today

Senior QA RA Administrator
Location: Midrand
Salary: 35 000 Monthly
Global Medical Giant is looking for a senior QA RA Administrator. If this is you, apply here
Today

Senior Financial Accountant
Location: Johannesburg
Salary: 700000 Annually
If you are a Qualified Chartered Accountant looking for a career in the FMCG, Manufacturing or Retail industry, then do not miss out on this opportunity!
Today

Senior Management Accountant
Location: Midrand
Salary: 900 000 Annually
Are you a financially savvy leader with a passion for purpose-driven work? Our client is looking for a dynamic and strategic senior Management Accountant to support their Financial Manager in driving transparency, compliance, and excellence across all financial operations. If you thrive in a fast-paced environment and enjoy shaping systems, mentoring teams, and influencing decision-making—th...
Today

Senior Scrum Master
Location: Johannesburg
Salary: negotiable
senior Scrum Master
Today