Paraplanner

Status Staffing

Somerset West, Western Cape, South Africa Permanent June 06, 2026

Opportunity Description

START DATE

: A.S.A.P / Immediate

REQUIREMENTS:

Com (Bachelor of Commerce) degree or equivalent tertiary qualification.

Postgraduate Diploma in Financial Planning would be advantageous.

2–5 years’ experience in a similar role within a Financial Planning or Wealth Management practice.

Minimum of 3 years’ paraplanning experience would be advantageous.

Regulatory Examination (RE5) qualification would be advantageous.

Certified Financial Planner (CFP®) designation would be advantageous.

Experience working with various LISPs (Linked Investment Service Providers) would be advantageous.

Strong knowledge of financial planning principles, including investments, retirement planning, tax planning, and estate planning.

Sound understanding of regulatory and compliance requirements, including FAIS, FICA, and related industry legislation.

Proficie...

Permanent Financial Specialists

Submit your application for Paraplanner at Status Staffing

Location Somerset West, Western Cape

Country South Africa

Type Permanent

Category Financial Specialists

Posted June 06, 2026

Deadline July 16, 2026