Senior Paraplanner

Pty; Cape Town; On-site; ZAR 500 000 - 700 000; Full time

Job summary

A global financial services provider in South Africa is seeking an experienced Senior Paraplanner to support Senior Private Wealth Managers in developing client financial plans. The ideal candidate will have strong analytical skills, a relevant qualification, and at least 5 years of experience in paraplanning. This full-time position offers a chance to work closely with clients and service providers in the dynamic field of financial advisory.

Qualifications

• Minimum 5 years of relevant administration experience in paraplanning or financial planning.
• Detailed knowledge of the South African financial market in the advisory space.
• Strong understanding of financial planning concepts and strategies.

Responsibilities

• Assist with research and analysis of clients' financial situations.
• Prepare and compile financial analysis reports, including cash flow and investment projections.
• Ensure compliance with financial legislation throughout the planning process.

Skills

Analytical skills

Problem-solving abilities

Time management

Strong communication

Attention to detail

Education

Senior Certificate

Relevant Diploma / Degree

Certified Financial Planner (CFP)

Tools

MS Office (Word, Excel, PowerPoint)

Job description

SENIOR PARAPLANNER Sandton Johannesburg

Highly Competitive Package on Offer!

Our Client a Global Financial Services concern is seeking a dynamic Paraplanner to join their team of professionals.

One would describe you as being a highly organised hands‑on and seasoned individual who possesses excellent analytical and problem solving abilities.

You are a strong communicator who places particular emphasis on accuracy and attention to detail and is able to work independently.

Further to this you have good time management skills ability to meet deadlines and an in-depth financial product offering knowledge.

Job Purpose

As an experienced Paraplanner you will provide support to the Senior Private Wealth Managers in the development and maintenance of client financial plans.

Your work will provide detailed research analysis of clients financial circumstances and preparation of financial planning recommendations and reports. This role does not include case preparation.

Minimum Requirements

• Senior Certificate Relevant Diploma / Degree or an equivalent qualification
• Advantageous : Certified Financial Planner (CFP) Certifications : First Level Regulatory Exam for Representatives (RE5); First Level Regulatory Exam for Key Individuals (RE1)
• Minimum 5 years relevant administration experience gained in paraplanning financial planning and / or advising
• Proven proficiency with MS Office (Word Excel Powerpoint)
• Detailed knowledge of the South African financial market in the advisory space
• Detailed knowledge of the South African providers
• Knowledge of the offshore providers is advantageous
• Strong understating of financial planning concepts and strategies
• Demonstrated proactive approaches to problem-solving with strong decision‑making capability

Key Responsibilities

• Assist the Senior Private Wealth Managers in the research and analysis of the clients financial situation goal and objective
• Responsible for all‑around financial planning estate planning investment research product / solution recommendations
• Prepare and compile financial analysis reports including cash flow analysis reports investment projections retirement planning and risk management
• Develop comprehensive financial plans that meet clients needs and objectives
• Make use of internal financial planning software to create scenarios and projections
• Ensure compliance with financial legislation and regulations throughout the financial planning process
• Support the Senior Private Wealth Managers to review clients files and identify planning opportunities
• Work closely with service providers to understand products

To apply for this role please forward a detailed copy of your CV to Nicole Spamers :

SENIOR PARAPLANNER CFP Certified Financial Planner RE5 RE1 administration paraplanning financial planning MS Office Word Excel PowerPoint South African financial market offshore providers local investments wealth management private debt financial advisory financial services

Required Experience : Senior IC

Employment Type

Full-Time

Experience

years

Vacancy

1