Junior Paraplanner | Cape Town

Our client, a boutique wealth management firm, is looking for a precise, mature, and highly efficient Junior Paraplanner to join their team. This is a non-advisory support role perfect for a professional who thrives on administrative excellence, financial accuracy, and high-level client service.  

 

The position is primarily based in Cape Town, starting in a co-working space during probation and transitioning to a flexible hybrid model thereafter. Exceptional candidates in Durban are also encouraged to apply, provided they can travel to Cape Town for interviews and occasional meetings.  

 

 

 

Responsibilities:

Processing and submitting investment and life assurance applications (experience with platforms like Allan Gray is a plus). 
Managing accurate data capturing and maintaining client records within CRM systems. 
Handling general administration for investment and assurance portfolios.
Preparing clear, accurate comparisons of life assurance policies.
Drafting professional advice emails and supporting documentation for advisors.
Conducting basic financial analysis and calculations using Excel.
Handling straightforward client queries over the phone with confidence and courtesy.
Maintaining professional, friendly relationships during routine client interactions.




Requirements:


Proven Experience: A solid background in administrative work, specifically within investments or life assurance.
Technical Proficiency: Advanced computer literacy, specifically with Microsoft Excel and CRM platforms.
Numerical Accuracy: A strong grasp of basic financial mathematics.
Communication Skills: A professional and approachable phone manner; comfortable speaking directly with clients.
Attention to Detail: An uncompromisingly precise and thorough approach to all tasks.
Reliability: The ability to work independently and efficiently with little supervision.
Note: No FAIS qualification is required as this is a non-representative role.