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Umhlanga Specialist Financial Advisory firm is searching for an enthusiastic and skilled Financial Paraplanner to join our young dynamic team. Our firm specializes in providing financial advisory services tailored specifically to the healthcare sector, offering a comprehensive range of solutions to our diverse client base. Requirements:- Relevant qualifications in financial planning and short-term insurance advantageous.- At least 2 - 3 years experience in the financial planning industry, specifically short-term insurance.- Knowledge of Sanlam/PPS/MUA as well as Investment product knowledge will be advantageous.- Thorough understanding of current FSCA legislation.- Strong analytical skills to facilitate the identification of needs and the matching of appropriate solutions. FNA/ROA skills.- High degree of client and product provider engagement and communication skills.- Assist in the preparation of financial planning proposals and presentations for clients. Review client accounts and make recommendations for adjustments or enhancements to their financial plans.- Compile and submit advice containers to compliance officers. - Exceptional attention to detail and analytical skills with a structured and planned approach to work.- Sound computer skills Excel, Word, Email and Financial Planning software.Your working hours will be from 8:00am to 5:00pm, starting package from R18 000.00 per month CTC depending on existing qualifications and experience. The position comes with pension fund benefits, travel allowance and medical aid contributions.Due to the sensitive nature of our financial advisory environment and internal security protocols, applicants are requested to include a recent professional photo with their CV for identification purposes. Firm is located in Umhlanga opposite Gateway.To Apply, Email: umhlangafirm@gmail.com All personal information will be handled strictly in accordance with the Protection of Personal Information Act (POPIA) and will be used solely for recruitment and compliance purposes. If you don’t get feedback within two week, consider your application unsuccessful.
Umhlanga
Results for financial advisor assistant jobs in "financial advisor assistant jobs" in South Africa in South Africa
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Requirements:Completed BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning / Risk Management) or BCom (Economics) / NQF4 / 5 Short Term InsuranceNo More than 2 Years experience in the financial services industryResponsibilities:To provide underwriting assistance to the Advisers. The position will focus on personal and commercial lines business.
https://www.jobplacements.com/Jobs/W/Wealth-Advisor-Assistant-Paarl-1267772-Job-Search-03-03-2026-04-05-59-AM.asp?sid=gumtree
11d
Job Placements
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Key ResponsibilitiesProvide administrative and client service support to Financial PlannersAssist with client onboarding and FICA complianceProcess new business and investment transactionsPrepare client review packs and financial reportsMaintain accurate client records on CRM systems such as XplanLiaise with product providers and internal teamsRequirements23 years experience in financial services / wealth administrationExperience supporting financial planners or wealth advisorsXplan or similar financial planning system experienceKnowledge of FAIS and FICA regulationsStrong attention to detail and organisational skillsAdditional InformationOffice-based role (08:00 17:00, Monday to Friday)Candidates must be able to commute to Menlyn, Pretoria dailyHow to apply:
https://www.jobplacements.com/Jobs/F/Financial-Planning-Partner-Assistant-12-Month-Fixe-1271336-Job-Search-03-12-2026-10-33-06-AM.asp?sid=gumtree
1d
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Company and Job Description: This isnt just another accounting position. Its a career-building opportunity designed for someone who wants exposure to a diverse client portfolio, involvement in tax, advisory, and financial reporting, direct mentorship from experienced professionals, a clear pathway for professional growth and a collaborative, professional working environment Key Responsibilities: Preparing annual financial statementsHandling tax computations and submissionsManaging VAT and SARS-related queriesAssisting with management accountsSupporting advisory engagementsBuilding and maintaining strong client relationshipsJob Experience and Skills Required:).Has recently completed SAIPA articlesHolds a relevant qualification in Accounting/FinanceIs technically strong with solid accounting and tax knowledgeApply now!
https://www.jobplacements.com/Jobs/A/Accountant-1266668-Job-Search-02-26-2026-22-15-24-PM.asp?sid=gumtree
6d
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Overview: Our client is a growing holistic independent financial planning business, dedicated to helping clients achieve long-term financial security through tailored advice and comprehensive financial planning. They specialize in investment management, retirement, and estate planning, providing personalized solutions that align with each client’s unique financial goals.The para-planner will play a crucial role in supporting the Financial Advisors with, but not limited to, technical financial planning analysis, preparing client reviews, preparing financial plans and recommendations, assisting with client Wills and estates, ensuring all compliance requirements are met. They will also assist with portfolio management, risk assessments, and expected to stay up to date on industry trends and regulations. The para-planner will work closely with the financial advisors to ensure clients receive high-quality financial advice and service.Responsibilities:Draft and send client agenda’s, generate review reports, capture and draft meeting notes, assign or implement action items through to completionComplete work requests, including the preparation of written Records of Advice, technical calculations, and technical advice for Wealth Managers/Advisors as per company policies and proceduresWork closely with attorneys that draw up clients wills and oversee the estate administrators and keep an updated record of the estate status, and report back to the financial advisor and clientReview and update financial information on Elite Wealth as necessaryParticipate in the development of paraplanning policies and proceduresParticipate in assigned projects the firm implementsAssist in improving, developing, and delivering services offered to clientsPlan for upcoming reviews and set up weekly catch-up meetings with the advisorProvide regular feedback to advisors regarding workflowsKnowledge of compliance requirements for FAIS/FICA, etc.Requirements:Tertiary qualification and preferably Post Grad Diploma in Financial PlanningRegulatory examination RE1 or RE5 is advantageousCertified Financial Planner CFP® is advantageousStrong analytical and problem-solving skillsExcellent written and verbal communication skillsProficient in Microsoft Office Suite, specifically Excel
https://www.jobplacements.com/Jobs/P/Paraplanner-Fish-Hoek-1267971-Job-Search-03-03-2026-05-00-15-AM.asp?sid=gumtree
11d
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A respected accounting and advisory practice, based in Greenstone, Johannesburg East, is looking to appoint a Junior Accountant (SAIPA) to join their growing team.This is an ideal opportunity for someone with 12 years post-articles and who wants exposure within a professional services environment where technical accuracy, client interaction, and structured processes matter. You will work closely with senior professionals, gaining hands-on experience in reporting, drafting financials, and supporting client portfolios.If you enjoy working in a practice environment and want to sharpen your technical skills while building confidence with clients, this is your next move.Key Responsibilities:Preparation of financial statements using DraftworxProcessing and review of accounting records on QuickBooksAssisting with monthly accounting and reporting for clientsPreparing reconciliations and supporting schedulesAssisting with tax compliance and submissionsSupporting senior accountants with client presentations and reportingEnsuring the accuracy and completeness of financial dataJob Experience and Skills Required:SAIPA qualified12 years post-articles experienceExperience within an accounting or advisory firm preferredProficient in QuickBooksDraftworx experience essentialStrong attention to detail and accuracyProfessional communication skillsConfident, organised, and deadline-drivenIf you are ready to strengthen your technical foundation within a structured advisory environment, apply today.I also specialise in recruiting in the following:Junior AccountantsSAIPA ProfessionalsFinancial AccountantsIf you have not had any response in two weeks, please consider your application unsuccessful. Your profile will be kept on our database for any other suitable roles or positions.Recruitment Consultant
https://www.jobplacements.com/Jobs/J/Junior-Accountant-1266219-Job-Search-02-25-2026-00-00-00-AM.asp?sid=gumtree
6d
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Our client is seeking a process-driven Operations & Compliance Administrator to provide support to advisors and paraplanners. The successful candidate will ensure business cases are accurate, compliance documentation is maintained, and day-to-day operational processes run efficiently. This role works alongside the outsourced Compliance Officer and the Directors and does not act as a Compliance Officer.Key ResponsibilitiesCompliance & Business Case AdministrationReview advisor business cases for completeness, including FICA, FAIS documentation, and formsMaintain accurate records, documentation, and business case registersLiaise with the outsourced Compliance Officer, including quarterly meetings and follow-upsAssist with the annual review and updates of compliance policies and proceduresSupport the Compliance Officer with onboarding new representativesOperations SupportProvide operational assistance to advisors and paraplannersLiaise with product providers when requiredSet up and maintain terms of businessMaintain internal process controls and workflow administrationRun monthly commission processesSupport basic finance transactions and reconciliations as neededRequirementsEssential25 years experience in operations, paraplanning, administration, or compliance support within financial servicesGood knowledge of FICA and FAIS documentation requirementsStrong administrative, organisational, and process-driven skillsHigh attention to detail and ability to meet monthly deadlinesProficiency in ExcelProfessional, dependable, and proactive attitudeAdvantageousExperience with CommspacePrior exposure to an FSP environmentRE5 qualificationBCom degree or similar
https://www.jobplacements.com/Jobs/O/OperationsCompliance-Administrator-1267319-Job-Search-03-02-2026-04-14-53-AM.asp?sid=gumtree
6d
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Key performance areas:Documentation Processing- Income reviews i.e. managing reminders, preparing docs for Advisor to discuss with client, changes etc.- Coordinate and produce annual reviews incl. reports etc.- Emails, system management and follow ups of any instructions incl. obtaining proof and checking correctness.Personal Effectiveness- Accountable for service delivery and take ownership through own efforts of all aspects of the job.- Individually accountable for managing own time, tasks and output quality (accuracy is of utmost importance). - Collaborates and networks effectively with others to achieve results.Quality Assurance- Performs quality checks on own work, adheres to service and quality standards & to all compliance requirements.- Passionate and committed to service excellence and embrace a culture of exceptional performance.Relationship Building- Build strong partnerships with staff from various suppliers.- Ensure that all issues are proactively and smoothly resolved, keeping Advisors informed.Knowledge and SkillsIT / Systems:- Computer Knowledge (Microsoft Office: Outlook, Excel, Word (alt key use etc.).- Knowledge on different programs for example Momentum, Sanlam, Glacier by Sanlam etc.- Adequate typing speed.Competencies- Detail- and task orientation & Effective multi-tasking.- Proactive problem-solving ability, planning and organizing.- Sound communication skills (written, email and phone).- Building efficient relationships to accomplish objectives of role.- Information Monitoring, Initiating Action &Ownership.Requirements: - Grade 12, other diploma or degree will be advantages.- Afrikaans and English very important, a lot of clients are Afrikaans clients as well.- Previous exposure to dealing with and assisting clients in terms of a financial planning is important.- Own transport and a valid drivers license.- Fully bilingual Afrikaans and English (read, write & speak).
https://www.jobplacements.com/Jobs/F/Financial-Advisor-Assistant-Irene-Centurion-1255643-Job-Search-03-04-2026-00-00-00-AM.asp?sid=gumtree
10d
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Our client, a respected and independently owned wealth advisory firm, specialises in providing tailored financial planning and offshore investment solutions to individuals and families. The organisation offers a broad range of services, including investment planning, retirement planning, estate planning, offshore investments, trusts, and forex solutions.Based in Johannesburg, the firm is known for its personalised client service and commitment to guiding clients through the complexities of global finance and financial regulation.The successful Paraplanner will work closely with Wealth Managers, supporting the financial planning process through detailed research, financial analysis, and preparation of investment and planning reports. This role is ideal for someone who enjoys working with financial data, drafting financial plans, and ensuring the highest level of accuracy and compliance.You will gain valuable exposure to wealth management, offshore financial structures, and high-net-worth client advisory services while working in a collaborative and professional environment.Key Responsibilities:Assist Wealth Managers with the preparation and implementation of financial plans.Conduct financial and investment research to support client strategies.Analyse financial information and prepare investment reports.Draft financial planning documentation and client proposals.Ensure that all planning processes meet regulatory and compliance requirements.Maintain accurate records and assist with client service delivery.Job Experience and Skills Required:Bachelors degree in Finance, Economics, or a related field.Relevant professional certifications such as CFP® advantageous.Previous experience within financial planning, wealth management, or investments advantageous.Strong analytical and financial planning capabilities.Investment research and data analysis skills.Strong report writing and documentation ability.Excellent attention to detail and organisational skills.Ability to work both independently and collaboratively within a team.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.For more information, contact: Ulrike GroenewaldRecruiting ConsultantConnect with me on LinkedIn!
https://www.jobplacements.com/Jobs/P/Paraplanner-1268980-Job-Search-03-05-2026-00-00-00-AM.asp?sid=gumtree
6d
Job Placements
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Every strong accounting career starts with the right foundation. A well-established professional services firm, specialising in tax advisory and accounting solutions, is looking for a Junior Accountant to join their growing team.Based in Greenstone, this opportunity is ideal for someone who has completed or is close to completing their SAIPA articles and wants to continue developing their technical accounting skills within a supportive, hands-on environment. Youll gain exposure to a variety of clients and industries while strengthening your practical accounting experience.Key Responsibilities:Assisting with the preparation of financial statementsProcessing and reviewing client accounting recordsPerforming bank and balance sheet reconciliationsAssisting with management accounts and financial reportingSupporting tax compliance and related submissionsWorking with various client portfolios across different industriesJob Experience and Skills Required:SAIPA articles completed or close to completionStrong understanding of accounting principles and financial reportingExperience using QuickBooks and Draftworx advantageousHigh attention to detail and strong organisational skillsAbility to work within a client-focused accounting environmentThis role suits someone who is eager to learn, technically curious, and looking to grow their career within a professional accounting practice.Apply Now. For more exciting Finance vacancies, please visit:
https://www.jobplacements.com/Jobs/J/Junior-Accountant-1271359-Job-Search-03-12-2026-00-00-00-AM.asp?sid=gumtree
1d
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Were seeking junior accountants with SAIPA accreditation to join our talent network for exciting entry-level roles. Youll gain exposure to diverse industries and develop your technical and professional skills. This is a talent acquisition opportunity, not a single vacancy. Apply now to be considered for multiple positions that match your ambitions. Skills & Experience: Manage the full accounting function for a portfolio of clientsPrepare and review financial statements in compliance with IFRSHandle tax computations and submissions (Income Tax, VAT, PAYE)Assist with audits and liaise with external auditorsProvide advisory support to clients on financial and compliance mattersMinimum 24 years post-articles experienceQualification:Completed SAIPA ArticlesRegistered or eligible to register as a Professional Accountant (SA)Bachelors Degree in Accounting or Finance Contact CLARISSA VIRET on
https://www.jobplacements.com/Jobs/F/Financial-Accountant-SAIPA-Qualified-1266767-Job-Search-02-27-2026-04-13-41-AM.asp?sid=gumtree
6d
Job Placements
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Were seeking junior accountants with SAIPA accreditation to join our talent network for exciting entry-level roles. Youll gain exposure to diverse industries and develop your technical and professional skills. This is a talent acquisition opportunity, not a single vacancy. Apply now to be considered for multiple positions that match your ambitions. Skills & Experience: Manage the full accounting function for a portfolio of clientsPrepare and review financial statements in compliance with IFRSHandle tax computations and submissions (Income Tax, VAT, PAYE)Assist with audits and liaise with external auditorsProvide advisory support to clients on financial and compliance mattersMinimum 24 years post-articles experienceQualification:Completed SAIPA ArticlesRegistered or eligible to register as a Professional Accountant (SA)Bachelors Degree in Accounting or Finance Contact CLARISSA VIRET on
https://www.jobplacements.com/Jobs/F/Financial-Accountant-SAIPA-Qualified-1266768-Job-Search-02-27-2026-04-13-41-AM.asp?sid=gumtree
6d
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DescriptionThe Financial Planning Partner Assistant will provide administrative, operational, and client service support to Financial Planning Partners to ensure the efficient management of client portfolios and service delivery.The successful candidate will act as a key point of contact between the Financial Planning Partner, clients, and product providers while supporting the practice with administrative processes and client servicing activities.Key ResponsibilitiesProvide administrative and operational support to Financial Planning PartnersAct as a liaison between clients, product providers, and internal teamsAssist with client onboarding processes including FICA and AML requirementsPrepare documentation for client engagements and financial planning reviewsCapture and maintain accurate client records on relevant CRM systemsProcess and monitor new business applications and supporting documentationAssist with client portfolio preparation and review documentationMaintain organised client records and ensure compliance with company processesProvide ongoing administrative support to ensure smooth client service deliveryRequirements23 years experience within the financial services industryPrevious experience supporting Financial Advisors or Financial Planners advantageousKnowledge of FICA, AML, and financial services administrative processesStrong administrative and organisational skillsProficiency in Microsoft Office (Word, Excel, Outlook)Experience with Xplan or similar CRM systems advantageousCompetenciesStrong attention to detailExcellent organisational and time management skillsAbility to multitask and work under pressureStrong communication and client service skillsProfessional and confidential approach to workHow to apply:
https://www.jobplacements.com/Jobs/F/Financial-Planning-Partner-Assistant-12-Month-Fixe-1269323-Job-Search-03-06-2026-04-35-30-AM.asp?sid=gumtree
8d
Job Placements
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