Paraplanner

About the position

You've built your foundation in terms of studying financial planning and you're ready to put this knowledge to practice as a Paraplanner.

Is this you?
You are a meticulous person with a passion for financial planning and client service. You enjoy being in a supportive role, handling all the technical administration and you're ready to take the next step in your career.

What you'll be doing (and why you'll enjoy it)
As a Paraplanner, you'll play a crucial role in assisting Financial Advisors with comprehensive financial planning, investment strategies, and retirement proposals. Your days will be filled with conducting financial needs analysis, ensuring compliance with industry regulations, preparing client reports, and providing technical support to advisors. With opportunities to attend industry-related workshops and seminars, you'll continuously enhance your skills and knowledge, making each day dynamic and rewarding.

Where you'll be doing it
You'll be joining a leading financial services firm dedicated to providing exceptional financial planning solutions to its diverse clientele. They foster a culture of collaboration, professionalism and continuous learning. With a track record of success and a commitment to excellence, you'll be joining a team that values your contributions and supports your professional growth. You'll be based in professional offices in Durbanville, Cape Town.

What you'll need
To excel in this role, you'll need a completed Finance degree as well as being in the process to qualifying as a CFP. You also need to have gained a minimum of one year of experience in financial planning. A proactive approach to problem-solving, proficiency in financial planning software, and a sound understanding of regulatory requirements are essential. Additionally, you need to be fluent in English and Afrikaans and have your own reliable transport.

What you'll get
In addition to a competitive salary, including other company benefits, you'll have the opportunity to work in a stimulating environment where your skills and expertise are valued. With the possibility of a 13th cheque and generous annual leave, you'll enjoy a healthy work-life balance while making a meaningful impact on clients' financial futures.

How to apply

For a confidential discussion please contact Claudette on [Phone Number Removed]; or send your CV to [Email Address Removed]

We appreciate that your CV might not be fully up to date. No problem just send us what you have.

We do respond to everyone! Just give us a few days to work through your application.

Desired Skills:

• Financial Planning
• Technical Administration

Desired Work Experience:

• 1 to 2 years

Desired Qualification Level:

• Degree