Paraplanner

Wealth Associates Asset Management (Pty) Ltd; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services firm in Cape Town is seeking a Paraplanner to support Advisors and enhance client outcomes. The role involves conducting fund analysis, preparing financial planning solutions, and maintaining accurate CRM records. Candidates should possess a relevant BCom degree and 2–3 years of experience in financial planning or wealth management. This full-time role requires strong analytical and communication skills, along with proficiency in Microsoft Office.

Qualifications

• 2–3 years' experience in financial planning or wealth management.
• Strong analytical, organisational, and problem-solving skills.
• Proficiency in Microsoft Office and financial planning tools.

Responsibilities

• Partner with Advisors to prepare comprehensive financial planning solutions.
• Conduct fund analysis, CGT calculations, and compare investment options.
• Prepare review packs and ensure accurate CRM records.

Skills

Analytical skills

Organisational skills

Problem-solving skills

Communication skills

Client-centric mindset

Education

Relevant BCom degree (Finance, Investments, Economics, Financial Planning)

CFP and/or Postgraduate Diploma in Financial Planning

Tools

Microsoft Office

Financial planning tools

Job description

Wealth Associates is seeking a Paraplanner to join our Financial Planning team in Tokai, Cape Town.

This role is central to supporting Advisors, enhancing client outcomes, and ensuring smooth delivery of our advisory processes.

You'll work closely with Advisors, providing technical expertise, research, and administrative support to deliver tailored financial solutions.Key ResponsibilitiesPartner with Advisors to prepare and deliver comprehensive financial planning solutions.Conduct fund analysis, CGT calculations, and compare investment options.Prepare review packs and ensure accurate CRM records.Assist with client reviews and provide technical support during meetings when required.Identify cross‑selling opportunities and promote Wealth Associates' investment offerings.Contribute to advisor growth by improving processes, templates, and service levels.Minimum RequirementsRelevant BCom degree (Finance, Investments, Economics, Financial Planning, or related).

CFP and / or Postgraduate Diploma in Financial Planning (advantageous).2–3 years' experience in financial planning or wealth management.Strong analytical, organisational, and problem‑solving skills.Proficiency in Microsoft Office and financial planning tools.Excellent communication skills and a client‑centric mindset.To apply, please send your CV to with "Paraplanner" as the subject line.Job Type : Full‑timePay : From R

• ,00 per monthWork Location : In person