Junior Paraplanner | Cape Town

SUMMARY:
Junior Paraplanner | Cape Town

POSITION INFO:

Position: Junior Paraplanner

Primary Location: Cape Town (Western Cape) – co-working space during probation, transitioning to hybrid/flexible thereafter

Key Responsibilities

The Junior Paraplanner will provide essential support across three core areas:

1. Advisor Administrative Support
   • Process and submit investment and life assurance applications (including work with platforms such as Allan Gray).
   • Perform accurate data capturing and maintain up-to-date client records in CRM systems.
   • Manage general administrative tasks related to client investment and assurance portfolios.
2. Paraplanning Support
   • Prepare clear, accurate comparisons of life assurance policies for advisors to review.
   • Assist advisors in drafting professional advice emails and supporting documentation.
   • Conduct basic Excel-based financial analysis and calculations.
3. Client Servicing
   • Handle straightforward client queries confidently and courteously over the telephone.
   • Maintain friendly, professional relationships with clients during routine interactions.

Essential Requirements

• Proven competence in administrative work related to investments and/or life assurances.
• Exceptional attention to detail and a precise, thorough approach to all tasks.
• Very strong computer literacy, especially Microsoft Office (particularly Excel) and CRM platforms.
• Solid grasp of basic financial mathematics – Kanan Wealth will not provide extensive training in this area.
• Comfortable and confident speaking directly with clients on the phone in a professional yet approachable manner.
• Ability to work independently and efficiently with little ongoing supervision.
• No FAIS qualification is required – this is not an advisory or representative role.

Employment Details

• Employment Type: Full-time (initially based in a co-working space during probation – Cape Town location preferred).
• Probation Period: 3–6 months. On successful completion, the role moves to hybrid with flexible working arrangements.
• Remuneration: Up to R30,000 per month (based on experience and demonstrated capability).
• Benefits: Life cover and income protection.
• Start Date: May 2026 (interviews will commence in April 2026).