Overview
CFP® Paraplanner Jobs in Johannesburg, Gauteng, South Africa at ACG Growth Partners™
Title: CFP® Paraplanner
Company: ACG Growth Partners™
Location: Johannesburg, Gauteng, South Africa
Home› Current Vacancies› Paraplanning ›CFP® Paraplanner
CFP® Paraplanner
Established Financial Planning and Wealth Management Practice
- Ruimsig, Johannesburg
- Permanent
- Paraplanning
- Intermediate
- Ref ACG-PP-004
Position CFP® Paraplanner
Company Established Financial Planning and Wealth Management Practice
Location Ruimsig, Johannesburg, Gauteng
Region Gauteng
Employment type Permanent
Position level Intermediate
Remuneration From R40,000 per month, negotiable depending on qualifications and experience
Reference ACG-PP-004
Date posted 26 August 2026
Role overview
An established financial planning practice in Ruimsig, Johannesburg is seeking an experienced CFP® Paraplanner to join its professional team.
This is a technically substantial role for someone who enjoys working closely with financial advisers to develop comprehensive financial planning solutions. The paraplanner carries the analytical and documentary weight of the advice process — building the plans and models, researching the products, and drafting the Records of Advice that make the recommendation defensible.
It will suit a technically strong, detail-orientated professional who wants their work measured by the quality of client outcomes rather than by volume.
Key responsibilities
- Gather and analyse client financial information, including income, expenses, assets, liabilities, investments, retirement provisions, insurance and estate planning considerations.
- Prepare comprehensive financial plans, cash flow models, investment recommendations and risk reviews.
- Conduct product, investment and fund research and comparisons.
- Draft Records of Advice and compliance documentation in line with FAIS and FSCA requirements.
- Liaise with product providers for quotations, illustrations and policy documentation.
- Prepare client review packs and support annual review meetings.
- Maintain accurate client records on CRM and practice management systems.
- Ensure advice documentation meets internal compliance standards.
- Support advisers with the implementation of recommendations and related administration.
- Assist with annual tax planning and provisional tax calculations.
Minimum Requirements
- A CFP® designation, or active study towards CFP® certification. This is essential.
- A minimum of two to three years’ experience in paraplanning, financial advice support or wealth management.
- A strong understanding of investment, retirement, risk and estate planning principles.
- Experience with FAIS and FSCA compliance and the drafting of Records of Advice.
- Fluency in Afrikaans and English, written and spoken. This is an inherent requirement of the role, as client engagement and advice documentation are produced in both languages.
Preferred Qualifications
A relevant tertiary qualification is advantageous. Experience with financial planning software and CRM systems will also count in a candidate’s favour.
Skills and competencies
- Strong analytical and numerical ability.
- Excellent attention to detail.
- Strong written communication and report-writing ability.
- Organised, with the capacity to manage multiple client files concurrently.
- Proficiency in Microsoft Office, particularly Excel.
- Strong teamwork and adviser-support capability.
Personal attributes
This practice is looking for someone professional and discreet in handling confidential client information. Much of the role involves sight of a client’s complete financial position, and the paraplanner is trusted to treat that material with the same care as the adviser would.
Who this suits
A paraplanner who has moved beyond administrative support and wants the technical work — modelling, research and advice documentation — to be the substance of the role, in an environment where technical expertise and client-focused solutions are genuinely valued.
Candidate information required
A detailed curriculum vitae setting out paraplanning or financial planning experience, CFP® progress or designation, systems exposure and current notice period.
Systems exposure
- Financial planning software
- CRM and practice management systems
- Microsoft Office
- Microsoft Excel
Apply for this vacancy
CFP® Paraplanner
- ACG-PP-004
- Ruimsig, Johannesburg, Gauteng Vacancy
PositionCFP® Paraplanner
ReferenceACG-PP-004
LocationRuimsig, Johannesburg, Gauteng
CategoryParaplanning
Your details
First name *
Surname *
Mobile number *
Email address *
Residential area *
Province * Select a province GautengWestern CapeKwaZulu-NatalEastern CapeFree StateMpumalangaLimpopoNorth WestNorthern CapeRemote / HybridNational
Current position
Current job title *
Current employer *
Years of relevant experience *
Notice period *
Current remuneration *
Expected remuneration *
Qualifications And Regulatory Status
RE5 status * Select an option Completed In progress Not yet written Not applicable
Highest financial-services qualification *
CFP® status Select if relevant CFP® certified Working toward CFP® Postgraduate Diploma completed Not applicable
Right to work in South Africa * Select an option South African citizen Permanent resident Valid work permit No current right to work
Product-provider exposure
Systems exposure
Supporting documents
CV upload * PDF or Word, up to 10 MB.
Supporting Documents Qualifications, RE5 Certificate, CPD Records.
LinkedIn profile
Short motivation *
Consent
The three confirmations below are required to process your application.
Required I have read and accept the Candidate Consent Notice.
Required I have read and accept the POPIA Notice.
Required I give ACG Growth Partners™ permission to process my personal information for the purposes of this application.
Optional, and not needed to apply.
Optional I would like ACG Growth Partners™ to contact me about other suitable opportunities. I understand I may withdraw this at any time.
By submitting this application, you acknowledge the ACG Candidate Consent Notice and the ACG Legal & Privacy Notice.
Company website
Apply for this role
Reference ACG-PP-004. Your application is treated confidentially and reaches an ACG consultant directly.
Apply now
At a glance
- CategoryParaplanning
- LevelIntermediate
- TypePermanent
- RegionGauteng
- ReferenceACG-PP-004
- Financial Planning
- Records of Advice
Job specification
View the full specification, formatted and issued by ACG Growth Partners.
View job specification
Position CFP® Paraplanner
Company Established Financial Planning and Wealth Management Practice
Location Ruimsig, Johannesburg, Gauteng
Region Gauteng
Employment type Permanent
Position level Intermediate
Remuneration From R40,000 per month, negotiable depending on qualifications and experience
Reference ACG-PP-004
Date posted 26 August 2026
Role overview
An established financial planning practice in Ruimsig, Johannesburg is seeking an experienced CFP® Paraplanner to join its professional team.
This is a technically substantial role for someone who enjoys working closely with financial advisers to develop comprehensive financial planning solutions. The paraplanner carries the analytical and documentary weight of the advice process — building the plans and models, researching the products, and drafting the Records of Advice that make the recommendation defensible.
It will suit a technically strong, detail-orientated professional who wants their work measured by the quality of client outcomes rather than by volume.
Key responsibilities
- Gather and analyse client financial information, including income, expenses, assets, liabilities, investments, retirement provisions, insurance and estate planning considerations.
- Prepare comprehensive financial plans, cash flow models, investment recommendations and risk reviews.
- Conduct product, investment and fund research and comparisons.
- Draft Records of Advice and compliance documentation in line with FAIS and FSCA requirements.
- Liaise with product providers for quotations, illustrations and policy documentation.
- Prepare client review packs and support annual review meetings.
- Maintain accurate client records on CRM and practice management systems.
- Ensure advice documentation meets internal compliance standards.
- Support advisers with the implementation of recommendations and related administration.
- Assist with annual tax planning and provisional tax calculations.
Minimum Requirements
- A CFP® designation, or active study towards CFP® certification. This is essential.
- A minimum of two to three years’ experience in paraplanning, financial advice support or wealth management.
- A strong understanding of investment, retirement, risk and estate planning principles.
- Experience with FAIS and FSCA compliance and the drafting of Records of Advice.
- Fluency in Afrikaans and English, written and spoken. This is an inherent requirement of the role, as client engagement and advice documentation are produced in both languages.
Preferred Qualifications
A relevant tertiary qualification is advantageous. Experience with financial planning software and CRM systems will also count in a candidate’s favour.
Skills and competencies
- Strong analytical and numerical ability.
- Excellent attention to detail.
- Strong written communication and report-writing ability.
- Organised, with the capacity to manage multiple client files concurrently.
- Proficiency in Microsoft Office, particularly Excel.
- Strong teamwork and adviser-support capability.
Personal attributes
This practice is looking for someone professional and discreet in handling confidential client information. Much of the role involves sight of a client’s complete financial position, and the paraplanner is trusted to treat that material with the same care as the adviser would.
Who this suits
A paraplanner who has moved beyond administrative support and wants the technical work — modelling, research and advice documentation — to be the substance of the role, in an environment where technical expertise and client-focused solutions are genuinely valued.
Candidate information required
A detailed curriculum vitae setting out paraplanning or financial planning experience, CFP® progress or designation, systems exposure and current notice period.
Systems exposure
- Financial planning software
- CRM and practice management systems
- Microsoft Office
- Microsoft Excel
Apply for this vacancy
CFP® Paraplanner
- ACG-PP-004
- Ruimsig, Johannesburg, Gauteng Vacancy
PositionCFP® Paraplanner
ReferenceACG-PP-004
LocationRuimsig, Johannesburg, Gauteng
CategoryParaplanning
Your details
First name *
Surname *
Mobile number *
Email address *
Residential area *
Province * Select a province GautengWestern CapeKwaZulu-NatalEastern CapeFree StateMpumalangaLimpopoNorth WestNorthern CapeRemote / HybridNational
Current position
Current job title *
Current employer *
Years of relevant experience *
Notice period *
Current remuneration *
Expected remuneration *
Supporting Documents Qualifications, RE5 Certificate, CPD Records.
LinkedIn profile
Short motivation *
Consent
The three confirmations below are required to process your application.
Required I have read and accept the Candidate Consent Notice.
Required I have read and accept the POPIA Notice.
Required I give ACG Growth Partners™ permission to process my personal information for the purposes of this application.
Optional, and not needed to apply.
Optional I would like ACG Growth Partners™ to contact me about other suitable opportunities. I understand I may withdraw this at any time.
By submitting this application, you acknowledge the ACG Candidate Consent Notice and the ACG Legal & Privacy Notice.
Company website
Apply for this role
Reference ACG-PP-004. Your application is treated confidentially and reaches an ACG consultant directly.
Apply now
At a glance
- CategoryParaplanning
- LevelIntermediate
- TypePermanent
- RegionGauteng
- ReferenceACG-PP-004
- Financial Planning
- Records of Advice
Job specification
View the full specification, formatted and issued by ACG Growth Partners.
View job specification
Position CFP® Paraplanner
Company Established Financial Planning and Wealth Management Practice
Location Ruimsig, Johannesburg, Gauteng
Region Gauteng
Employment type Permanent
Position level Intermediate
Remuneration From R40,000 per month, negotiable depending on qualifications and experience
Reference ACG-PP-004
Date posted 26 August 2026
Role overview
An established financial planning practice in Ruimsig, Johannesburg is seeking an experienced CFP® Paraplanner to join its professional team.
This is a technically substantial role for someone who enjoys working closely with financial advisers to develop comprehensive financial planning solutions. The paraplanner carries the analytical and documentary weight of the advice process — building the plans and models, researching the products, and drafting the Records of Advice that make the recommendation defensible.
It will suit a technically strong, detail-orientated professional who wants their work measured by the quality of client outcomes rather than by volume.
Key responsibilities
- Gather and analyse client financial information, including income, expenses, assets, liabilities, investments, retirement provisions, insurance and estate planning considerations.
- Prepare comprehensive financial plans, cash flow models, investment recommendations and risk reviews.
- Conduct product, investment and fund research and comparisons.
- Draft Records of Advice and compliance documentation in line with FAIS and FSCA requirements.
- Liaise with product providers for quotations, illustrations and policy documentation.
- Prepare client review packs and support annual review meetings.
- Maintain accurate client records on CRM and practice management systems.
- Ensure advice documentation meets internal compliance standards.
- Support advisers with the implementation of recommendations and related administration.
- Assist with annual tax planning and provisional tax calculations.
Minimum Requirements
- A CFP® designation, or active study towards CFP® certification. This is essential.
- A minimum of two to three years’ experience in paraplanning, financial advice support or wealth management.
- A strong understanding of investment, retirement, risk and estate planning principles.
- Experience with FAIS and FSCA compliance and the drafting of Records of Advice.
- Fluency in Afrikaans and English, written and spoken. This is an inherent requirement of the role, as client engagement and advice documentation are produced in both languages.
Preferred Qualifications
A relevant tertiary qualification is advantageous. Experience with financial planning software and CRM systems will also count in a candidate’s favour.
Skills and competencies
- Strong analytical and numerical ability.
- Excellent attention to detail.
- Strong written communication and report-writing ability.
- Organised, with the capacity to manage multiple client files concurrently.
- Proficiency in Microsoft Office, particularly Excel.
- Strong teamwork and adviser-support capability.
Personal attributes
This practice is looking for someone professional and discreet in handling confidential client information. Much of the role involves sight of a client’s complete financial position, and the paraplanner is trusted to treat that material with the same care as the adviser would.
Who this suits
A paraplanner who has moved beyond administrative support and wants the technical work — modelling, research and advice documentation — to be the substance of the role, in an environment where technical expertise and client-focused solutions are genuinely valued.
Candidate information required
A detailed curriculum vitae setting out paraplanning or financial planning experience, CFP® progress or designation, systems exposure and current notice period.
Systems exposure
- Financial planning software
- CRM and practice management systems
- Microsoft Office
- Microsoft Excel
Apply for this vacancy
CFP® Paraplanner
- ACG-PP-004
- Ruimsig, Johannesburg, Gauteng Vacancy
PositionCFP® Paraplanner
ReferenceACG-PP-004
LocationRuimsig, Johannesburg, Gauteng
CategoryParaplanning
Your details
First name *
Surname *
Mobile number *
Email address *
Residential area *
Province * Select a province GautengWestern CapeKwaZulu-NatalEastern CapeFree StateMpumalangaLimpopoNorth WestNorthern CapeRemote / HybridNational
Current position
Current job title *
Current employer *
Years of relevant experience *
Notice period *
Current remuneration *
Expected remuneration *
Supporting Documents Qualifications, RE5 Certificate, CPD Records.
LinkedIn profile
Short motivation *
Consent
The three confirmations below are required to process your application.
Required I have read and accept the Candidate Consent Notice.
Required I have read and accept the POPIA Notice.
Required I give ACG Growth Partners™ permission to process my personal information for the purposes of this application.
Optional, and not needed to apply.
Optional I would like ACG Growth Partners™ to contact me about other suitable opportunities. I understand I may withdraw this at any time.
By submitting this application, you acknowledge the ACG Candidate Consent Notice and the ACG Legal & Privacy Notice.
Company website
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