Paraplanner

Playing a central role within an established CAT1 and CAT2 wealth management firm, this newly created Paraplanner hybrid position in Cape Town is designed to support a dedicated team of private client portfolio and wealth managers. By taking ownership of critical preparation, compliance, and onboarding processes, the role frees up the advisory team to focus on strategic client outcomes. The organisation, established in 2003, operates successfully across two entities, including an international footprint. Working a full-time hybrid schedule from 08:00 to 17:00 Monday to Friday, this permanent role offers a balanced working arrangement with 3 days in office and 2 days working from home. It provides a distinct opportunity to grow and develop within a highly professional financial services environment. R40 000 - R50 000 per month Key Responsibilities Manage the comprehensive onboarding process for new clients. Prepare detailed financial proposals and annual review documentation for client meetings. Compile and prepare accurate FSCA submissions. Act as a reliable point of contact, engaging professionally with clients both in person and telephonically. Conduct financial research and product analysis to support advisory outcomes. Liaise with external product providers to gather necessary client portfolio information. Ensure all client files and compliance documentation are accurately maintained. Afrikaans required for client purposes Requirements Minimum 3 years of wealth management or paraplanning experience within the wealth management industry. Completed relevant NQF Level 6 qualification related to paraplanning or CFA 1 or 2 FSCA recognised qualifications, specifically RE5 Demonstrated familiarity with financial services products, specifically platforms such as Sanlam and Allan Gray. Strong interpersonal and communication skills for direct client engagement. Experience with meeting with clients, proposals and solutions Required Software Skills Highly proficient in Microsoft Office Suite. Benefits Benefits and Culture Clear opportunities to grow and develop within the company, with support provided for further education. Mentorship into a wealth management role Company parking can be arranged. Hybrid