Paraplanner: Financial Plans & Compliance Expert
Exceed Human Resource Consultants
Stellenbosch, Cape Winelands · South Africa
- Level
- Mid-level
- On site or Remote
- On-site
- Posted
- 4h ago
About this role
Exceed Human Resource Consultants is seeking a Paraplanner to provide technical and analytical support to financial advisers throughout the planning process. You will research investments, pensions, insurance, and mortgages, and draft suitability reports. You will prepare comprehensive financial plans, conduct cash flow and retirement planning with planning software such as Voyant or CashCalc, review client portfolios, and ensure compliance with regulatory requirements. J-18808-Ljbffr
This is a summary. The employer's full description, including requirements and benefits, is on their own listing.
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Posted 4 November 2026 · Expires 4 December 2026