Junior Paraplanner

SUMMARY:
Career Opportunity:

POSITION INFO:

Career Opportunity: Junior Paraplanner (Cape Town)


A boutique financial services practice is seeking a precise, high-calibre Junior Paraplanner to join their team. This is a critical, non-advisory support role designed for a professional who finds satisfaction in technical accuracy, organized CRM management, and the logic of complex financial spreadsheets.

As the "engine room" of the practice, the successful candidate will provide essential continuity between advisor strategy and client execution.

The Role:
This position balances technical administration with entry-level paraplanning. Key responsibilities include:
Administrative Mastery: Processing investment and life assurance applications (experience with platforms like Allan Gray is highly advantageous).
Technical Support: Preparing detailed policy comparisons and drafting professional advice correspondence for advisor review.
Client Relations: Managing routine client queries telephonically with a blend of professional authority and an approachable demeanor.
Data Integrity: Maintaining meticulous client records and performing basic Excel-based financial analysis.
Candidate Requirements
The practice is looking for a mature, self-sufficient professional who can contribute meaningfully from day one.
Proven Experience: A solid track record in investment or life assurance administration is essential.
Technical Proficiency: Exceptional command of Microsoft Excel and CRM systems.
Financial Literacy: A strong grasp of basic financial mathematics; the firm will not provide foundational training in this area.
Precision: An uncompromising attention to detail and a methodical approach to task management.

Location: Ideally based in Cape Town (co-working space during probation, transitioning to hybrid).

The Package
Remuneration: Market Related (commensurate with experience).
Benefits: Includes Life Cover and Income Protection.
Environment: A stable, professional practice offering flexibility and the opportunity to make a visible impact.