About the position
Are you a detail-driven Paraplanner ready to elevate your technical expertise in a high-performing wealth management team? Is this you? You thrive in a technically demanding role where your analytical thinking, financial acumen, and attention to detail shine. You're trustworthy, professional, and bring strong multitasking skills to the table. You take pride in understanding complex financial products and navigating a highly regulated environment with ease. What you'll be doing (and why you'll enjoy it) You'll provide specialist support to Wealth Managers by preparing detailed asset allocation reports, client proposals, and financial needs analyses for both new and existing clients. From constructing goal-based wealth management plans and meeting packs for family office clients, to compiling technical documentation and responding to performance queries, your input will play a crucial role in delivering top-tier client advice. You'll also support innovation in client reporting and help maintain cutting-edge wealth management strategies. Where you'll be doing it Located in the southern suburbs of Cape Town, you'll be joining a leading South African wealth management business known for its tailored advisory services to high-net-worth clients. The team fosters a collaborative, professional, and client-centric culture where technical precision and innovation are deeply valued. With a long-standing reputation in the industry, the business continues to evolve with forward-thinking financial strategies and a commitment to excellence. What you'll need You'll need 3-5 years of experience as a Paraplanner in a wealth management environment, crafting complex client proposals and financial analyses. A related BCom degree and a Postgraduate Degree in Financial Planning are essential, along with CFP® certification or in the process of acquiring it. You're highly proficient in MS Office, and experience with Morningstar Direct would be a strong advantage. What you'll get A supportive, professional environment that values your technical expertise and encourages ongoing development. Enjoy the opportunity to work alongside some of the best minds in the industry, in a role that offers both impact and growth. How to apply For a confidential discussion please contact Roxanne Battistoni on [Phone Number Removed]; or send your CV to [Email Address Removed] -
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Desired Skills:
- CFP
- wealth management
- asset reports
- client proposals
Desired Work Experience:
- 2 to 5 years
Desired Qualification Level:
- Degree
