Overview
Paraplanner Jobs in Pretoria, Gauteng, South Africa at ACG Growth Partners™
Title: Paraplanner
Company: ACG Growth Partners™
Location: Pretoria, Gauteng, South Africa
Home› Current Vacancies› Paraplanning ›Paraplanner
Paraplanner
Established Financial Planning and Wealth Advisory Practice
- Pretoria East
- Permanent
- Paraplanning
- Junior
- Ref ACG-PP-003
Position Paraplanner
Company Established Financial Planning and Wealth Advisory Practice
Location Pretoria East, Gauteng
Region Gauteng
Employment type Permanent
Position level Junior
Work model Office-based
Reporting line Financial Adviser / Practice Principal
Remuneration R15,000 – R23,000 per month, plus a December bonus of 25% of monthly salary (pro rata where applicable)
Reference ACG-PP-003
Date posted 26 August 2026
Role overview
An established financial planning and wealth advisory practice in Pretoria East is seeking an experienced Paraplanner to support its Financial Adviser with client preparation, financial planning administration, quotation comparisons, application documentation and file preparation.
The successful candidate will play an important role in ensuring that client records, financial planning documents and application processes are prepared accurately, professionally and timeously. The practice works to a structured, detail-driven advisory process, and the paraplanner is central to keeping that process moving.
The position is best suited to someone who is highly organised, detail-orientated and comfortable maintaining accuracy across competing deadlines in a busy advisory environment.
Key responsibilities
- Create and maintain client profiles on Sanfin.
- Draw client information and policy data from Astute.
- Prepare comparison quotations.
- Assist with financial analysis.
- Complete application forms accurately and in full.
- Prepare client files for the Financial Adviser.
- Ensure all documentation is accurate, complete and professionally presented.
- Support the advisory process from administration through to file readiness.
- Manage multiple tasks, priorities and deadlines in a demanding environment.
Minimum Requirements
- Previous experience is non-negotiable: a minimum of 12–18 months in paraplanning or financial planning administration.
- Fluency in Afrikaans. This is an inherent requirement of the role, as client engagement and documentation are conducted in Afrikaans.
- Strong spelling and written communication ability.
- A high level of accuracy and exceptional attention to detail.
- The ability to maintain accuracy and output while managing competing deadlines in a high-volume advisory environment.
- Strong multitasking and prioritisation ability.
Preferred Qualifications
Experience with financial planning administration systems, quotation platforms and client file preparation systems will be advantageous, as will prior exposure to Sanfin and Astute.
Skills and competencies
- Exceptional attention to detail and administrative discipline.
- Professional written communication.
- The ability to remain accurate and productive when workloads are heavy.
- Strong organisational, prioritisation and multitasking ability.
- A high level of responsibility and ownership over work produced.
- Professional conduct in client-facing and practice settings.
- A strong support orientation towards the Financial Adviser.
Personal attributes
The practice is looking for someone who is comfortable working in a structured, detail-driven environment and who takes ownership of the accuracy of what leaves their desk. This is a support role in the truest sense: the adviser depends on the paraplanner having prepared the file properly before a client is seen, and the candidate who does well here will be the one who treats that preparation as their own responsibility rather than a task list.
Who this suits
The ideal candidate has already worked in a financial planning or paraplanning support environment, understands the importance of accuracy in financial advice documentation, is comfortable working with client information and policy data, and takes pride in producing neat, complete and compliant client files.
Candidate information required
A detailed curriculum vitae setting out paraplanning or financial planning administration experience, systems exposure and current notice period.
Systems exposure
- Sanfin
- Astute
- Quotation platforms
- Microsoft Outlook
- Microsoft Word
- Microsoft Excel
- PDF and electronic documentation tools
Apply for this vacancy
Paraplanner
- ACG-PP-003
- Pretoria East, Gauteng Vacancy
PositionParaplanner
ReferenceACG-PP-003
LocationPretoria East, 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-003. Your application is treated confidentially and reaches an ACG consultant directly.
Apply now
At a glance
- CategoryParaplanning
- LevelJunior
- TypePermanent
- RegionGauteng
- ReferenceACG-PP-003
- Financial Planning Support
- Practice Administration
Job specification
View the full specification, formatted and issued by ACG Growth Partners.
View job specification
Position Paraplanner
Company Established Financial Planning and Wealth Advisory Practice
Location Pretoria East, Gauteng
Region Gauteng
Employment type Permanent
Position level Junior
Work model Office-based
Reporting line Financial Adviser / Practice Principal
Remuneration R15,000 – R23,000 per month, plus a December bonus of 25% of monthly salary (pro rata where applicable)
Reference ACG-PP-003
Date posted 26 August 2026
Role overview
An established financial planning and wealth advisory practice in Pretoria East is seeking an experienced Paraplanner to support its Financial Adviser with client preparation, financial planning administration, quotation comparisons, application documentation and file preparation.
The successful candidate will play an important role in ensuring that client records, financial planning documents and application processes are prepared accurately, professionally and timeously. The practice works to a structured, detail-driven advisory process, and the paraplanner is central to keeping that process moving.
The position is best suited to someone who is highly organised, detail-orientated and comfortable maintaining accuracy across competing deadlines in a busy advisory environment.
Key responsibilities
- Create and maintain client profiles on Sanfin.
- Draw client information and policy data from Astute.
- Prepare comparison quotations.
- Assist with financial analysis.
- Complete application forms accurately and in full.
- Prepare client files for the Financial Adviser.
- Ensure all documentation is accurate, complete and professionally presented.
- Support the advisory process from administration through to file readiness.
- Manage multiple tasks, priorities and deadlines in a demanding environment.
Minimum Requirements
- Previous experience is non-negotiable: a minimum of 12–18 months in paraplanning or financial planning administration.
- Fluency in Afrikaans. This is an inherent requirement of the role, as client engagement and documentation are conducted in Afrikaans.
- Strong spelling and written communication ability.
- A high level of accuracy and exceptional attention to detail.
- The ability to maintain accuracy and output while managing competing deadlines in a high-volume advisory environment.
- Strong multitasking and prioritisation ability.
Preferred Qualifications
Experience with financial planning administration systems, quotation platforms and client file preparation systems will be advantageous, as will prior exposure to Sanfin and Astute.
Skills and competencies
- Exceptional attention to detail and administrative discipline.
- Professional written communication.
- The ability to remain accurate and productive when workloads are heavy.
- Strong organisational, prioritisation and multitasking ability.
- A high level of responsibility and ownership over work produced.
- Professional conduct in client-facing and practice settings.
- A strong support orientation towards the Financial Adviser.
Personal attributes
The practice is looking for someone who is comfortable working in a structured, detail-driven environment and who takes ownership of the accuracy of what leaves their desk. This is a support role in the truest sense: the adviser depends on the paraplanner having prepared the file properly before a client is seen, and the candidate who does well here will be the one who treats that preparation as their own responsibility rather than a task list.
Who this suits
The ideal candidate has already worked in a financial planning or paraplanning support environment, understands the importance of accuracy in financial advice documentation, is comfortable working with client information and policy data, and takes pride in producing neat, complete and compliant client files.
Candidate information required
A detailed curriculum vitae setting out paraplanning or financial planning administration experience, systems exposure and current notice period.
Systems exposure
- Sanfin
- Astute
- Quotation platforms
- Microsoft Outlook
- Microsoft Word
- Microsoft Excel
- PDF and electronic documentation tools
Apply for this vacancy
Paraplanner
- ACG-PP-003
- Pretoria East, Gauteng Vacancy
PositionParaplanner
ReferenceACG-PP-003
LocationPretoria East, 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-003. Your application is treated confidentially and reaches an ACG consultant directly.
Apply now
At a glance
- CategoryParaplanning
- LevelJunior
- TypePermanent
- RegionGauteng
- ReferenceACG-PP-003
- Financial Planning Support
- Practice Administration
Job specification
View the full specification, formatted and issued by ACG Growth Partners.
View job specification
Position Paraplanner
Company Established Financial Planning and Wealth Advisory Practice
Location Pretoria East, Gauteng
Region Gauteng
Employment type Permanent
Position level Junior
Work model Office-based
Reporting line Financial Adviser / Practice Principal
Remuneration R15,000 – R23,000 per month, plus a December bonus of 25% of monthly salary (pro rata where applicable)
Reference ACG-PP-003
Date posted 26 August 2026
Role overview
An established financial planning and wealth advisory practice in Pretoria East is seeking an experienced Paraplanner to support its Financial Adviser with client preparation, financial planning administration, quotation comparisons, application documentation and file preparation.
The successful candidate will play an important role in ensuring that client records, financial planning documents and application processes are prepared accurately, professionally and timeously. The practice works to a structured, detail-driven advisory process, and the paraplanner is central to keeping that process moving.
The position is best suited to someone who is highly organised, detail-orientated and comfortable maintaining accuracy across competing deadlines in a busy advisory environment.
Key responsibilities
- Create and maintain client profiles on Sanfin.
- Draw client information and policy data from Astute.
- Prepare comparison quotations.
- Assist with financial analysis.
- Complete application forms accurately and in full.
- Prepare client files for the Financial Adviser.
- Ensure all documentation is accurate, complete and professionally presented.
- Support the advisory process from administration through to file readiness.
- Manage multiple tasks, priorities and deadlines in a demanding environment.
Minimum Requirements
- Previous experience is non-negotiable: a minimum of 12–18 months in paraplanning or financial planning administration.
- Fluency in Afrikaans. This is an inherent requirement of the role, as client engagement and documentation are conducted in Afrikaans.
- Strong spelling and written communication ability.
- A high level of accuracy and exceptional attention to detail.
- The ability to maintain accuracy and output while managing competing deadlines in a high-volume advisory environment.
- Strong multitasking and prioritisation ability.
Preferred Qualifications
Experience with financial planning administration systems, quotation platforms and client file preparation systems will be advantageous, as will prior exposure to Sanfin and Astute.
Skills and competencies
- Exceptional attention to detail and administrative discipline.
- Professional written communication.
- The ability to remain accurate and productive when workloads are heavy.
- Strong organisational, prioritisation and multitasking ability.
- A high level of responsibility and ownership over work produced.
- Professional conduct in client-facing and practice settings.
- A strong support orientation towards the Financial Adviser.
Personal attributes
The practice is looking for someone who is comfortable working in a structured, detail-driven environment and who takes ownership of the accuracy of what leaves their desk. This is a support role in the truest sense: the adviser depends on the paraplanner having prepared the file properly before a client is seen, and the candidate who does well here will be the one who treats that preparation as their own responsibility rather than a task list.
Who this suits
The ideal candidate has already worked in a financial planning or paraplanning support environment, understands the importance of accuracy in financial advice documentation, is comfortable working with client information and policy data, and takes pride in producing neat, complete and compliant client files.
Candidate information required
A detailed curriculum vitae setting out paraplanning or financial planning administration experience, systems exposure and current notice period.
Systems exposure
- Sanfin
- Astute
- Quotation platforms
- Microsoft Outlook
- Microsoft Word
- Microsoft Excel
- PDF and electronic documentation tools
Apply for this vacancy
Paraplanner
- ACG-PP-003
- Pretoria East, Gauteng Vacancy
PositionParaplanner
ReferenceACG-PP-003
LocationPretoria East, 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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