Menu Close

Somerset West: Paraplanner

Job Description

About the Role

We are seeking an experienced Paraplanner to join our team in Somerset West. As a key member of our financial planning practice, you will partner with Advisors and Financial Planners to deliver comprehensive financial plans aligned with clients’ needs, objectives, and risk profiles.

Key Responsibilities

  • Partner with Advisors and Financial Planners to prepare and support the delivery of comprehensive financial plans.
  • Prepare financial planning documentation, including investment proposals, review packs, and Records/Statements of Advice.
  • Conduct research and analysis on investment products, tax implications, capital gains tax (CGT) calculations, and comparative product features.
  • Prepare client meetings by drafting agendas, generating review reports, preparing presentation materials, capturing meeting notes, and ensuring action items are implemented.
  • Provide technical and analytical support to Advisors during client engagements.
  • Support the administration and implementation of client portfolios, including new business implementation, rebalancing, switches, withdrawals, and ongoing portfolio maintenance.
  • Maintain accurate and up-to-date client records across CRM and financial planning systems.
  • Liaise with Fiduciary Specialists responsible for drafting client wills and overseeing estate administration.
  • Coordinate upcoming client reviews, assist with workflow planning, and provide feedback to Advisors on operational efficiencies and process improvements.

Requirements

  • Bachelor of Commerce degree or equivalent tertiary qualification.
  • Postgraduate Diploma in Financial Planning would be advantageous.
  • Minimum of 3 years paraplanning experience would be advantageous.
  • Regulatory Examination (RE5) qualification would be advantageous.
  • Certified Financial Planner (CFP®) designation would be advantageous.
  • Experience working with various LISPs (Linked Investment Service Providers) would be advantageous.
View Job  Port Elizabeth: Customer Executive

Qualifications

  • Formal education/certifications not specified in the original job description.

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Accounting / Finance Jobs in Cape Town Region

In the Cape Town region, accounting and finance positions are typically found in various industries, including financial services, technology, and manufacturing sectors. The job market for these roles is generally stable, with a steady demand for skilled professionals to support business growth and development.

Accountants and finance specialists in Cape Town can expect salaries that range from R400 000 to R1 500 000 per annum, depending on factors such as level of experience, company size, industry sector, and specific job requirements. For example, entry-level positions may start at the lower end of this range, while senior roles or those in larger companies may command higher salaries towards the upper end. However, these figures are only general guidelines and actual salaries can vary significantly depending on individual circumstances.

Common skills required for accounting and finance roles in Cape Town include proficiency in financial software such as SAP or Xero, strong analytical and problem-solving skills, excellent communication and interpersonal skills, a solid understanding of tax laws and regulations, experience with budgeting and forecasting, and a degree in accounting or a related field. Other desirable skills may include knowledge of cloud-based technologies, data analysis tools, and industry-specific regulations.

The financial services sector is one of the largest employers of accountants and finance specialists in Cape Town, followed by technology and manufacturing industries. These sectors require professionals with a strong understanding of financial management, budgeting, and forecasting to support business growth and decision-making. Other industries that may employ accounting and finance staff include construction, tourism, and agriculture.

View Job  Johannesburg: Financial Manager

For those interested in pursuing a career in accounting or finance, there are many opportunities for professional development and advancement. Many companies in Cape Town offer training programs and mentorship schemes to help employees build their skills and expertise. Additionally, certifications such as the Certified Public Accountant (CPA) designation can be beneficial in enhancing career prospects. Overall, a strong foundation in accounting and finance, combined with relevant work experience and industry-specific knowledge, can lead to a successful and rewarding career in this field.


This information provides general career guidance. Actual salaries and requirements vary by employer.



GO APPLY NOW

Safe & secure application process


[quick_job_alert]


[jobseeker_tips]

How to Apply

Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.

JVR Jobs connects you with employers – we don’t process applications directly.

View Job  Cape Town City Centre: Operations Manager

Latest Job Opportunities

[sa_latest_jobs count=”6″ columns=”2″]

Browse Employers

View All

Job Alerts


Share this to someone who needs a job:
Posted in Jobs in Cape Peninsula, Jobs in Cape Town Region, Jobs in Somerset West

More Jobs in Your Area

Somerset West: Paraplanner

Job Description

About the Role

The Paraplanner will provide an efficient administrative support function to Advisers, assisting with processing transactions, client communication, account management, and basic financial planning.

Key Responsibilities

  • Formulate effective financial plan documents and/or risk management documents in-line with the strategy as outlined by the adviser and the customer’s needs, objectives, and risk tolerance.
  • Prepare statement of advice documentation as required.
  • Review customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement.
  • Ensure report is accurate and that investment strategy is meeting customers’ objectives.
  • Keep customers informed and recommend necessary actions where necessary.
  • Review customers’ risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates.
  • Prepare statement of advice documentation as required.
  • Accurately produce all customer portfolio review documentation and reports in line with the practices service model.

Requirements

  • Relevant B.Com Financial degree (Economics, Finance, Business Management, Accounting, Risk Management or Financial Planning)
  • Regulatory Exam for Representatives passed (RE5)
  • At least 5 years relevant work experience within the financial industry as Paraplanner

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Accounting / Finance Jobs in Cape Town Region

In the Cape Town region, accounting and finance positions are typically found in various industries, including financial services, technology, and manufacturing sectors. The job market for these roles is generally stable, with a steady demand for skilled professionals to support business growth and development.

View Job  Cape Town City Centre: Sales Representative

Accountants and finance specialists in Cape Town can expect salaries that range from R400 000 to R1 500 000 per annum, depending on factors such as level of experience, company size, industry sector, and specific job requirements. For example, entry-level positions may start at the lower end of this range, while senior roles or those in larger companies may command higher salaries towards the upper end. However, these figures are only general guidelines and actual salaries can vary significantly depending on individual circumstances.

Common skills required for accounting and finance roles in Cape Town include proficiency in financial software such as SAP or Xero, strong analytical and problem-solving skills, excellent communication and interpersonal skills, a solid understanding of tax laws and regulations, experience with budgeting and forecasting, and a degree in accounting or a related field. Other desirable skills may include knowledge of cloud-based technologies, data analysis tools, and industry-specific regulations.

The financial services sector is one of the largest employers of accountants and finance specialists in Cape Town, followed by technology and manufacturing industries. These sectors require professionals with a strong understanding of financial management, budgeting, and forecasting to support business growth and decision-making. Other industries that may employ accounting and finance staff include construction, tourism, and agriculture.

For those interested in pursuing a career in accounting or finance, there are many opportunities for professional development and advancement. Many companies in Cape Town offer training programs and mentorship schemes to help employees build their skills and expertise. Additionally, certifications such as the Certified Public Accountant (CPA) designation can be beneficial in enhancing career prospects. Overall, a strong foundation in accounting and finance, combined with relevant work experience and industry-specific knowledge, can lead to a successful and rewarding career in this field.

View Job  Cape Town: Head Butler posted by HotelJobs


This information provides general career guidance. Actual salaries and requirements vary by employer.



GO APPLY NOW

Safe & secure application process


[quick_job_alert]


[jobseeker_tips]

How to Apply

Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.

JVR Jobs connects you with employers – we don’t process applications directly.

Latest Job Opportunities

[sa_latest_jobs count=”6″ columns=”2″]

Browse Employers

View All

Job Alerts


Share this to someone who needs a job:
Posted in Jobs in Cape Peninsula, Jobs in Cape Town Region, Jobs in Somerset West

More Jobs in Your Area