Paraplanner

SUMMARY:

Junior Financial Planner / Paraplanner

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

• 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