Location
bloemfontein, free state, South-Africa
Posted
July 17, 2026
Job Description
Paraplanner / Financial Planner job in Bloemfontein.
We are looking for a Paraplanner with a relevant Finance, Investment or Economics Degree AND preferably a Postgraduate Diploma in Financial Planning OR CFP qualification and minimum 5 years’ Paraplanning experience, required for an FSP based in Bloemfontein.
Minimum requirements:
- Degree in Finance, Business Finance, Investments, Financial Planning, Financial Science, Investment Management or Economics required
- Postgraduate Diploma in Financial Planning preferred
- CFP Designation highly beneficial
- Minimum 5 years’ experience as a Paraplanner required
- Driver’s license and own vehicle required
Duties and Responsibilities:
- Financial Planning support
- Formulate financial plan documents
- Compliance
- Review portfolio review reports
- Review risk coverage
- Prepare statement of advice documents ...