Paraplanner/Wealth Planning Assistant

Nedbank Private Wealth; Cape Town; On-site; ZAR 360,000 - 480,000; Full time

Job summary

Nedbank Private Wealth seeks a detail-driven Paraplanner to join our Cape Town and Durban offices, supporting Wealth Managers in servicing existing and potential clients.

The role involves portfolio reviews, preparing records of advice, financial projections, and deep knowledge of investment and tax solutions for high-net-worth clients. Strong Excel/Word/PowerPoint skills and team collaboration are essential.

Qualifications

• Bachelor of Commerce/Finance/Investments/Economics required.
• 3 years' Private Banking/Investment House and Para-Planning experience.
• Detail oriented, structured with strong follow-through.
• Ability to translate client needs into clear advice.

Responsibilities

• Perform portfolio reviews, prepare records of advice/review.
• Prepare financial projections where required.
• Understanding of investment and financial planning strategies for high-net-worth, Juristic and individual clients.
• An understanding of the different financial solutions available in the marketplace, including the specialisms in investment, insurance, pension and tax.
• Understanding of investment and financial planning strategies for high-net-worth clients.
• Ability to identify, meet and follow through with client needs and requirements.
• Professional, ethical and discreet, acting always in the best interests of clients.
• Effective time and caseload management with a flexible approach to business hours.
• Organized, with a strong attention to detail, able to perform multiple tasks efficiently.
• Strong financial and analytical skills.
• Strong verbal and written communication skills.
• Superior knowledge of Microsoft Excel, Word and PowerPoint.

Skills

Financial planning

Analytical skills

Communication skills

Attention to detail

Teamwork

Education

Bachelor of Commerce/Finance/Investments/Economics

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

Are you a detail-driven financial planning professional who thrives on turning complex client needs into clear, actionable advice?

Nedbank Private Wealth specializes in wealth management using a bespoke approach for high-net-worth individuals and are currently seeking a dedicated Paraplanner to join our Cape Town and Durban offices.

This is a position that will support Wealth Managers directly in servicing existing and potential clients.

Job Responsibilities:

• Perform portfolio reviews, prepare records of advice/review
• Prepare financial projections where required.
• Understanding of investment and financial planning strategies for high-net-worth, Juristic and individual clients.
• An understanding of the different financial solutions available in the marketplace, including the specialisms in investment, insurance, pension and tax
• Understanding of investment and financial planning strategies for high-net-worth clients
• Ability to identify, meet and follow through with client needs and requirements
• Professional, ethical and discreet, acting always in the best interests of clients
• Effective time and caseload management with a flexible approach to business hours
• Organized, with a strong attention to detail, able to perform multiple tasks efficiently
• Strong financial and analytical skills
• Strong verbal and written communication skills
• Superior knowledge of Microsoft Excel, Word and PowerPoint

The ideal Candidates will desire to be in a large wealth management environment, have a true passion for financial planning as their career calling, and are committed to a fulfilling work/life balance.

You must have the ability to utilize critical thinking skills, work within a team, and anticipate client questions as well as business needs.

Qualified candidates will be detail oriented, structured and have a high degree of follow through. Working as a paraplanner requires good teamwork, hard work, enthusiasm and excellent communication skills.

Key Requirements

• Bachelor of Commerce/Finance/lnvestments/Economics
• 3 years' Private Banking/ Investment House and Para-Planning experience.

This is an opportunity to combine your analytical thinking, financial planning expertise and client-focused mindset in an environment where quality advice, precision and professionalism matter.

Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups