Retail

Paraplanner

Network Recruitment·Johannesburg, Gauteng, south-africa·FULL_TIME
Retailmid-levelFULL_TIME
-Closes 9 Dec 2026

Key Responsibilities Assist financial advisers with preparing financial plans and Records of Advice. Conduct product, investment and fund research. Prepare quotations, product comparisons and client review documents. Assist with cash-flow modelling, retirement planning and risk analyses. Attend client meetings and manage follow-up actions. Process applications, switches and transfers with product providers. Maintain accurate client records and CRM information. Provide paraplanning support to international advisers, including UK-based clients. Job Experience and Skills Required Matric. BCom or similar commerce degree, ideally with financial planning modules. FPI membership or willingness to join. Strong Microsoft Excel and Microsoft 365 skills. Excellent written English and attention to detail. Graduates are welcome to apply; 0-2 years' relevant experience is advantageous. Advantageous: RE5 and Class of Business completed. Postgraduate Diploma in Financial Planning or studying towards CFP. Exposure to financial planning software, CRM systems or provider platforms. Knowledge of UK financial planning. The ideal candidate will be proactive, outgoing, analytical and well organised, with a genuine interest in financial planning and a desire to grow into an advisory role. If you are an experienced advisor looking to join a professional financial services environment where client relationships and quality advice are valued, we encourage you to apply. For more exciting Finance vacancies, please visit: If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions. We also invite you to contact us to discuss your next career move in finance! For more information, contact: Angelique Jardim Specialist Recruitment Consultant

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At a glance

Company

Network Recruitment

Location

Johannesburg, Gauteng, south-africa

Employment

FULL_TIME

Experience

mid-level

Valid until

December 9, 2026

Created

November 10, 2026

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