Paraplanner

SUMMARY:
Our client in Somerset West, Cape Town, is seeking a skilled Paraplanner to join their team. The ideal candidate will hold a B.Comm qualification, with a postgraduate qualification in Financial Planning being advantageous. You should have a minimum of three years’ paraplanning experience, and independent experience with various LISPs and RE5 qualification with completed supervision periods would be beneficial. This is a non-advisory role, though it involves client-facing interaction.

POSITION INFO:
A recent professional profile photo is to accompany your application
EMPLOYMENT TYPE : Permanent
SECTOR : Finance
BASIC SALARY : Market related
START DATE : A.S.A.P / Immediate

REQUIREMENTS:

• Comm qualification.
• Postgraduate qualification in Financial Planning would be advantageous.
• Minimum of 3 years’ paraplanning experience.
• Independent experience with various LISPs would be advantageous.
• RE5 qualification and completion of supervision periods would be advantageous.
• Non-advisory role, but includes client-facing interaction.

• Prepare and compile comprehensive financial planning documentation, including needs analyses, investment comparisons, and client reports, in support of Financial Advisors.
• Assist with the implementation and administration of investment, retirement, and risk products across various LISP platforms, ensuring accuracy and compliance.
• Liaise directly with clients for information gathering, follow-ups, and clarification of documentation, while remaining within a non-advisory capacity.
• Ensure all client files, records, and documentation meet regulatory, compliance, and FAIS requirements, including FICA and internal governance standards.
• Support advisors with ongoing client servicing, reviews, and portfolio updates, contributing to efficient and high-quality client experiences.