Paraplanner

RecruitMyMom; Wes-Kaap; Hybrid; ZAR 446,000 - 558,000; Full time

Benefits offered by this job

Hybrid work model

Company parking can be arranged

Education support and mentorship

Career growth within wealth management

Job summary

RecruitMyMom in Cape Town is looking for a Paraplanner to support private client portfolio and wealth managers. You will own onboarding, proposals, and compliance tasks to enable advisers to focus on client outcomes.

The role is a permanent full-time hybrid position with 3 days in office and 2 days working from home, offering a pathway to grow within a professional financial services environment.

Qualifications

• Minimum 3 years of wealth management or paraplanning experience.
• Completed NQF Level 6 paraplanning qualification or CFA 1/2 FSCA RE5 recognition.
• Familiarity with wealth management platforms (e.g., Sanlam, Allan Gray).
• Afrikaans is required for client purposes.

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 with clients in person and telephonically.

Skills

Interpersonal skills

Client engagement

Meeting with clients

Proposals

Education

NQF Level 6 paraplanning qualification

CFA Level 1 or 2 (FSCA RE5)

Tools

Microsoft Office

Job description

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.

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
• Afrikaans required for client purposes

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