Junior Paraplanner

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 p...