Junior Paraplanner

About

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 policies.
• Drafting professional advice emails and supporting documentation for advisors.
• Conducting basic financial analysis and calculations using Excel.
• Handling straightforward client queries over the phone with confidence and courtesy.
• Maintaining professional, friendly relationships during routine client interactions.

Requirements

• Proven Experience: A solid background in administrative work, specifically within investments or life assurance.
• Technical Proficiency: Advanced computer literacy, specifically with Microsoft Excel and CRM platforms.
• Numerical Accuracy: A strong grasp of basic financial mathematics.
• Communication Skills: A professional and approachable phone manner; comfortable speaking directly with clients.
• Attention to Detail: An uncompromisingly precise and thorough approach to all tasks.
• Reliability: The ability to work independently and efficiently with little supervision.

Note: No FAIS qualification is required as this is a non‑representative role.