Paraplanner / Senior Assistant to Financial Advisors – Tyger Waterfront Bellville.

Headhunters; Cape Town; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading company in the financial services sector seeks an experienced Paraplanner to support financial advisors in Cape Town. You will be responsible for formulating financial plans, managing client data, and offering compliance management to ensure all documentation meets legislative standards. This is a fantastic opportunity for an individual with a strong background in financial planning principles who is looking to enhance their career in a reputable organization.

Qualifications

• NQF Level 5 or relevant degree in Financial Planning.
• Minimum of 3 years' experience in a Financial Planning practice.
• Fluency in English and Afrikaans.

Responsibilities

• Prepare financial, investment, retirement, and risk plans.
• Gather and analyze client data including investments.
• Conduct insurance reviews and prepare product comparisons.

Skills

Financial Planning principles

MS Office

Client Relationship Management

Risk Analysis

Estate Planning

Education

NQF Level 5 qualification or relevant degree/diploma

Tools

Astute

Elite Wealth system

NinetyOne investment platform

Job description

Paraplanner | Senior Assistant to Financial Advisors – Tyger Waterfront Bellville.

Reference 2049034491

Sector Financial Services

Location Cape Town

Job Type full_time

Experience 3 to 5 years

Qualifications No education

Package Negotiable

Description

Our Client in the Financial Service Industry, based in Tyger Waterfront Bellville is looking to employ aParaplanner to their team.

Minimum Requirements:

• NQF Level 5 qualification (minimum), or relevant degree or diploma in Financial Planning, Investment, or related field.

• Minimum of 3 years' experience in a Financial Planning practice.

• Solid understanding of:

  • Financial Planning principles: Estate, Retirement, Risk (Long-term), and Tax Planning

  • Financial products: Unit Trusts, Endowments, Annuities, Insurance, etc.

• Proficient in MS Office (especially Excel).

• Valid driver’s license and own vehicle.

• Fluent in English and Afrikaans (written and spoken).

• Knowledge of Astute, Elite Wealth system, and NinetyOne investment platform will be advantageous.

Key Responsibilities:

Financial Planning Support:

• Prepare and formulate financial, investment, retirement, and risk plans based on adviser strategy and client needs.

• Ensure plans and documents are compliant with legislation and company policies.

• Conduct research and analysis of investment products and solutions.

Client Data and Documentation:

• Gather and analyze client data, including insurance policies and investments.

• Prepare proposals, statements of advice, and client application packs.

• Assist with investment applications, switches, transfers, and documentation for client meetings.

Portfolio and Compliance Management:

• Manage and monitor client portfolios.

• Track investment performance and create review reports.

• Ensure all client documentation and compliance records are up to date.

Risk and Insurance Analysis:

• Conduct insurance reviews and needs analysis.

• Draw and compare insurance quotes and prepare product comparisons.

• Prepare advice documentation for risk product recommendations.

Estate Planning Support:

• Assist with drafting Wills and providing estate planning input.

Client Relationship and Administrative Support:

• Respond to client queries professionally and timeously.

• Maintain client records and handle documentation for new accounts and fund transfers.

• Provide general support to all planners and managers as needed.

• Assist in client meetings and take minutes/actions when required.

• Be proactive and committed to maintaining the highest standards of support and compliance.

Should you not receive a response within two weeks of applying, please consider your application unsuccessful.

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