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wealth management advisor jobs in sandton gauteng

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Senior Paraplanner / Financial Planning Technician

GCI Wealth -
Auckland Park, Gauteng

Quick Apply

Job Details

Permanent
R24 000 - R35 000 a month

Full Job Description

Senior Paraplanner / Financial Planning Technician

Location: Auckland Park, Johannesburg
Salary: R24,000 – R35,000 per month

Behind every great Wealth Manager is an exceptional Senior Paraplanner or Financial Planning Technician.

GCI Wealth is looking for an experienced Senior Paraplanner or Financial Planning Technician with a strong technical understanding of Financial Planning, Investments and Compliance. This is a senior-level role for someone who can work independently, analyse complex financial information, prepare high-quality client recommendations and ensure every piece of advice is technically accurate and compliant.

What we're looking for

Minimum 6 years' experience in Paraplanning, financial planning support or a Financial Planning Technician role within the Financial Services industry.
Strong knowledge of Financial Planning, Investments, Risk Products and Wealth Management.
Experience preparing Records of Advice (ROAs), financial plans and compliant client recommendations.
Sound understanding of FAIS, FICA, POPIA and TCF requirements.
Strong analytical, numerical and report-writing skills.
Experience supporting Financial Advisors or Wealth Managers.

Qualifications

Matric (Grade 12)
NQF Level 5 in Financial Planning or Wealth Management (minimum)
BCom degree will be advantageous.
RE5 and CFP® (or working towards) will be advantageous.

If you are an experienced Senior Paraplanner or Financial Planning Technician who is technically strong, detail-oriented and passionate about delivering high-quality financial advice behind the scenes, we'd like to hear from you.

Pay: R24 000,00 - R35 000,00 per month

Work Location: In person

Quick Apply

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