Paraplanner

Recruiter:

Carrick Wealth

Job Ref:

CPT000005/RB

Date posted:

Tuesday, April 14, 2026

Location:

Cape Town, South Africa

SUMMARY:

Paraplanner | Financial Services

Location: Western Cape / Northern Suburb Century City.
Role: Permanent | Mid-Level (2â4 yearsâ experience)
Job Function: Financial Services / Admin, Office & Support
Report to: Onshore New Business Manager

About the Role

We are seeking a detail-oriented and client-focused Paraplanner to join our dynamic financial services team. This role is ideal for a professional with a strong administrative foundation within wealth management, who thrives in a fast-paced, compliance-driven environment.
You will play a key role in supporting advisors through efficient case management, accurate documentation, and seamless client servicing.

Key Responsibilities

Manage the client onboarding process, including full FICA verification
Generate provider quotes, as well as risk and investment proposals
Oversee full case management processes, ensuring accuracy and efficiency
Prepare and compile sign-up and onboarding documentation
Implement transactions for both new and existing clients
Maintain accurate and compliant client records
Draft and send professional correspondence to clients and providers
Process servicing transactions and ongoing client requests
Resolve ad hoc client queries in a timely and professional manner
Ensure all client files and transactions remain fully compliant with regulatory standards

Minimum Requirements

2â4 yearsâ experience in a Paraplanning / Financial Services support role
Relevant Certificate, Diploma, or Undergraduate Degree in Finance, Wealth Management, or similar
Strong understanding of FICA and compliance requirements
Experience working with financial products, providers, and CRM systems

Key Skills & Competencies

High level of confidentiality and professionalism
Strong client-centric approach
Excellent written and verbal communication skills
Attention to detail and high level of accuracy
Ability to work independently and take initiative
Strong time management with the ability to meet deadlines
Resilient and adaptable in a high-pressure environment
Sound judgment and decision-making ability
Highly resourceful team player

POSITION INFO:

Duties and Responsibilities:

Complete client onboarding process & FICA verification process
Generating provider quotes & risk and/or investment proposals
Case Management:
- Preparation of Sign-up documentation (internal documents, client advice records, provider paperwork)
- Signed documentation to be uploaded to internal CRMs/Platforms
- Implementing transactions for new and existing clients by interacting with the Privat Wealth Manager and New Business Administrator and client. (ensuring all parties are kept up to date on events and transactions)
Maintaining Good Record Keeping
Drafting and sending correspondence to client and external providers
Generating servicing transactions for clients:
- Switches/Fund Selections
- Risk servicing
- Changes to debit orders
- Withdrawals
- Additional Contributions
Resolving adhoc client queries:
- Beneficiary amendments
- Static details changes
Ensuring that client files and transactions are fully compliant

Sectors: Financial Services, Admin, Office & Support Functions: Financial Planner Skills Required: Confidentiality, Business development & networking, Client Centric, Self-managed & pro-active, Able to thrive in a high-pressure environment, Good judgment, Resourceful team player, Deadline-oriented, Stress tolerance, Proactive problem-solving, Strong communication, Attention to detail, Adaptability & Resilience Remuneration: Commission, Market Related

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