Paraplanner / Financial Planner

About the role

Combined Wealth, a franchise of Fairbairn Consult, is seeking an energetic Paraplanner / Financial Planner to support its advisers in Cape Town. You will work closely with senior advisers to deliver high‑quality financial planning services and ensure an excellent client experience.

Key responsibilities

• Prepare comprehensive financial planning reports and recommendations.
• Analyse client financial information and assist with retirement, investment, risk and estate planning.
• Prepare quotations, product comparisons and liaise with product providers.
• Support client reviews, ongoing servicing and maintain accurate client records.
• Ensure compliance with regulatory and administrative requirements.

Required profile

• Strong understanding of investments, retirement planning, risk products and financial planning.
• Excellent analytical, organisational and communication abilities.
• High attention to detail and ability to work independently.
• Relevant financial planning qualifications are advantageous.

Required skills

• Financial planning software
• Microsoft Office

What we offer

• Opportunity to work within a respected and growing financial planning practice.
• Backing and support of the Fairbairn Consult network.
• Professional, collaborative environment with competitive remuneration.
• Opportunities for professional development, career growth and building your own client base.