Paraplanner (Wealth Management)

Morton Moore Pty Ltd; Cape Town; On-site; ZAR 250,000 - 420,000; Full time

Job summary

Morton Moore Pty Ltd in Cape Town seeks a detail‑driven Paraplanner to support financial advisers in preparing comprehensive financial plans.

You will research investments, gather client data, and maintain compliant client files while using planning software. This role offers long‑term career growth within a well‑established financial services firm.

Qualifications

• Bachelor-level qualification in finance (e.g., BCom) is required.
• CFP certification is advantageous but not mandatory.
• Minimum two years in a paraplanning or similar support role.
• Strong knowledge of investment, retirement and risk planning principles.
• Proficient in planning software and Microsoft Office.
• Excellent written and verbal communication skills.

Responsibilities

• Prepare financial plans and reports for adviser review.
• Research investment products, retirement solutions and risk products.
• Gather and analyse client information ahead of meetings.
• Compile client portfolios and update records in planning software.
• Liaise with providers for quotes, illustrations and policy documents.
• Draft clear client correspondence and reports.
• Ensure FAIS and regulatory compliance of client files.
• Assist advisers in client review meetings.
• Process new business applications and monitor progress.
• Maintain accurate records of client interactions and instructions.
• Support advisers with ad hoc admin and technical tasks.
• Stay updated on legislation and product changes.
• Assist with investment and risk analysis reports.
• Follow up with clients and providers to resolve outstanding matters.

Skills

Attention to detail

Analytical thinking

Written communication

Verbal communication

Education

BCom or similar qualification

CFP certification (advantageous)

Tools

Financial planning software

Microsoft Office

Job description

Job Description

Our client, a well established financial services firm based in Cape Town, is looking for a detail oriented Paraplanner to join their growing team. The successful candidate will provide technical and administrative support to financial advisers, helping to prepare comprehensive financial plans for clients. This is an excellent opportunity for someone who wants to build a long term career in financial planning.

Key Responsibilities

• Prepare financial plans and reports for review by financial advisers


• Conduct research on investment products, retirement solutions and risk products


• Gather and analyse client financial information ahead of adviser meetings


• Compile client portfolios and update records on the relevant planning software


• Liaise with product providers to obtain quotes, illustrations and policy documents


• Draft correspondence and reports for clients in a clear and professional manner


• Ensure all client files are compliant with FAIS and other regulatory requirements


• Assist advisers in preparing for client review meetings


• Process new business applications and monitor progress through to completion


• Maintain accurate records of client interactions and instructions


• Support advisers with ad hoc administrative and technical tasks


• Keep up to date with changes in legislation, products and the financial planning industry


• Assist with the preparation of investment and risk analysis reports


• Follow up with clients and providers to ensure outstanding matters are resolved timeously

Requirements

• A relevant tertiary qualification, such as a BCom or similar


• Completed or working towards CFP certification will be advantageous


• A minimum of two years experience in a paraplanning or similar support role


• Strong understanding of investment, retirement and risk planning principles


• Proficiency in financial planning software and Microsoft Office


• Excellent written and verbal communication skills


• Strong attention to detail and accuracy


• Ability to work well under pressure and meet deadlines


• Knowledge of FAIS and other relevant financial services legislation