Senior Service Consultant (Senior Assistant Planner)

Recruiter:

Prosperitas Personnel

Job Ref:

JHB000210/LVD

Date posted:

Friday, October 23, 2026

Location:

Johannesburg, South Africa

Salary:

R360 000 Annually

SUMMARY:
Leading independent financial advisory practice in Bedfordview, Johannesburg is seeking a Senior Service Consultant to act as senior support to Advisors and Paraplanners. This is a specialist role for an experienced planner who can oversee complex implementation, client servicing and compliance while ensuring exceptional client experience.

POSITION INFO:
Responsibilities: Support Advisors\/Paraplanners with preparation and implementation of financial plans Quality-check ROAs, suitability reports and client documentation Manage complex investment, retirement and insurance instructions and new business Ensure FAIS, FICA, POPIA, TCF compliance and audit-ready files Senior point of contact for clients and product providers Mentor junior support staff and assist with workflow improvements Requirements: Qualification in Financial Planning \/ Wealth \/ Commerce \/ Business Admin RE5 completed + FAIS, FICA, POPIA, TCF knowledge essential 5-8 years' experience supporting Financial Advisors in wealth \/ investment admin Strong knowledge of investment platforms, retirement and long-term insurance CFP studies \/ PG Dip Financial Planning advantageous

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