Paraplanner
$40,000–$50,000 year
HybridNewlands, Western Cape, South Africa
Job Summary
Manage the comprehensive onboarding process for new clients and prepare detailed financial proposals and annual review documentation for client meetings. Compile accurate FSCA submissions, conduct financial research and product analysis to support advisory outcomes, and liaise with external product providers to gather necessary client portfolio information. Act as a reliable point of contact engaging professionally with clients in person and telephonically while ensuring all client files and compliance documentation are accurately maintained. Work a full-time hybrid schedule from 08:00 to 17:00 Monday to Friday with three days in office and two days working from home.
Required Qualifications
- Minimum 3 years of paraplanning experience within the wealth management industry
- Completed relevant NQF Level 6 qualification related to paraplanning
- FSCA recognised qualifications, specifically REP1 and 3
- Fluency in Afrikaans (spoken and written)
- Demonstrated familiarity with financial services products, specifically platforms such as Sanlam and Allan Gray
- Strong interpersonal and communication skills for direct client engagement
- Highly proficient in the Microsoft Office suite
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