Paraplanner – Wealth Management

About the role

A newly created hybrid Paraplanner position in Cape Town supports a dedicated team of private client portfolio and wealth managers at an established CAT1 and CAT2 wealth management firm founded in 2003, which operates across two entities with an international footprint. The role covers client onboarding, compliance and proposal preparation, freeing the advisory team to focus on client outcomes. It is a full-time hybrid post, 08:00 to 17:00 Monday to Friday, with 3 days in the office and 2 days working from home.

Key responsibilities

• Manage the onboarding process for new clients
• Prepare detailed financial proposals and annual review documentation for client meetings
• Compile and prepare accurate FSCA submissions
• Act as a point of contact for clients, face-to-face and by telephone
• Conduct financial research and product analysis to support advisory outcomes
• Liaise with external product providers to gather client portfolio information
• Maintain accurate client files and compliance documentation

Required profile

• Minimum 3 years of wealth management or paraplanning experience
• NQF Level 6 qualification in paraplanning, CFA 1 or 2, or FSCA recognised RE5 qualification
• Familiarity with financial services platforms such as Sanlam and Allan Gray
• Strong interpersonal and communication skills; experience meeting clients, preparing proposals and solutions
• Afrikaans required for client purposes

Required skills

• Highly proficient in Microsoft Office Suite

What we offer

• Salary of R40 000 to R50 000 per month
• Opportunities to grow and develop, with support for further education
• Mentorship into a wealth management role
• Company parking can be arranged