Junior Paraplanner: Precise Admin for Investments

The Recruitment Council; Cape Town; Hybrid; ZAR 200,000 - 250,000; Full time

Job summary

A boutique wealth management firm in Cape Town is seeking a Junior Paraplanner to support investment and assurance operations. This role, which emphasizes administrative excellence and financial accuracy, offers a hybrid working model after an initial probation period. Ideal candidates will possess strong skills in Excel and communication, and will have a solid background in administrative tasks within the finance sector. Interested applicants should send their CVs to [e-mail].

Qualifications

• Solid background in administrative work, specifically in investments or life assurance.
• Strong grasp of basic financial mathematics.
• Comfortable speaking directly with clients.

Responsibilities

• Process and submit investment and life assurance applications.
• Manage accurate data capturing within CRM systems.
• Prepare clear comparisons of life assurance policies.

Skills

Advanced computer literacy

Professional communication skills

Numerical accuracy

Attention to detail

Reliability

Tools

Microsoft Excel

CRM platforms

Job description

A boutique wealth management firm in Cape Town is seeking a Junior Paraplanner to support investment and assurance operations. This role, which emphasizes administrative excellence and financial accuracy, offers a hybrid working model after an initial probation period. Ideal candidates will possess strong skills in Excel and communication, and will have a solid background in administrative tasks within the finance sector. Interested applicants should send their CVs to [e-mail].