Cape Town: Paraplanner posted by Rory Mackie & Associates
Posted on 2025-08-28 00:00:00
| Employer | Rory Mackie & Associates |
|---|---|
| Category | Banking |
| Location | Western Cape / Cape Town |
Job Summary
Overview:
Our client, a boutique investment advisory and wealth management firm, is seeking a Paraplanner to join them at their Somerset West branch. With over R30 billion in assets under advice, the firm delivers global best-of-breed investment advice to institutional and corporate investors, as well as financial planning and wealth management solutions to personal and family office clients.
With branches in Somerset West, Stellenbosch and Johannesburg, they serve clients across the Western Cape and Gauteng. The core advisory team has worked together for more than a decade, bringing deep expertise and long-standing stability to the firm, with an average of 13 years of investment experience per team member.
Responsibilities:
- Preparation of proposals for new clients
- Assisting with analysis to support recommendations by the Head of Wealth
- Preparation of financial plans and needs analyses according to internal processes
- Assisting with estate planning and risk quotes
- Preparation of client advice records and replacement disclosures
- Preparation of annual client reviews and implementation of post-review action items
- Recording client meeting minutes and tracking deliverables
- Managing timelines for deliverables to ensure timely execution
- Managing and executing various client projects
- Keeping clients updated on events and transactions
- Drafting and sending correspondence to clients and external providers
- Resolving ad hoc client queries
- Maintaining accurate and thorough record keeping
Requirements:
- Matric
- Regulatory Exam 5 (RE5)
- BCom or equivalent qualification/degree
- Certified Financial Planner (CFP) qualification preferable
- Minimum of 5 years Paraplanner experience, with specific case preparation exposure, including Record of Advice, Financial Needs Analysis, and industry compliance
- Strong knowledge of financial services products and high-level financial industry and tax technical knowledge
- Solid understanding of the financial planning process
- Own transport required
Skills:
- Analytical Skills
- Ability to analyze historical financial data and trends
- Basic financial modeling and forecasting using relevant tools
- Communication Skills
- Strong verbal and written communication skills in both English and Afrikaans
- Ability to explain complex financial concepts clearly
- Active listening to understand clients needs and goals
- Interpersonal Skills
- Ability to build trust and rapport with clients
- Empathy to understand clients’ financial situations and emotions
- Problem-Solving Skills
- Creative thinking to develop tailored financial strategies
- Ability to address and resolve client concerns effectively
- Attention to Detail
- Meticulous review of financial documents and plans
- Ensuring accuracy in calculations and compliance with regulations
- Knowledge of Financial Products
- Familiarity with investment vehicles, insurance, retirement plans, and tax strategies
- Staying informed on market trends and new financial products
- Regulatory Knowledge
- Understanding of laws and regulations governing financial planning
- Adherence to ethical standards and fiduciary responsibilities
- Organizational Skills
- Ability to manage multiple clients and projects simultaneously
- Handling all tasks with a sense of urgency
Click Go Apply to apply online!
Get Similar Job Alerts
More jobs in Cape Town
More jobs in Western Cape
Browse Banking Jobs
Browse Rory Mackie & Associates Jobs
Apply directly for this position. Please read all instructions carefully.
We do not process job applications; we simply aggregate and display job listings.
More related positions
Cape Town: Engineering Lecturer posted by The Talent Room
A private higher education institution in Cape Town is seeking a qualified Engineering Lecturer to join their academic team.The successful candidate will be...
View Job
Engineering Lecturer
Cape Town: Sales Manager posted by Daisy JHB (Pty) Ltd
Staff ManagementSet targets, performance plans, and rigorous, objective standards for sales representatives.Meet with reps one-on-one weekly to review...
View Job
Sales Manager
Cape Town: Luxury Showroom Consultant – High-End Furnishes and Interiors Finishes posted by Lumina Personnel
Position Luxury Showroom Consultant High-End Furnishes and Interiors FinishesLocation Cape Town - Somerset WestSalary Basic Commission benefits.Market...
View Job
Luxury Showroom Consultant – High-End Furnishes and Interiors Finishes
Cape Town: Showroom Sales Consultant-Trade Specialist (Luxury Furniture, Textiles & Interior Finishes) posted by Lumina Personnel
Position Showroom Sales Consultant-Trade Specialist Luxury Furniture, Textiles amp Interior FinishesLocation Gardens - Western CapeSalary Basic Plus Comm...
View Job
Showroom Sales Consultant-Trade Specialist (Luxury Furniture, Textiles & Interior Finishes)
Cape Town: Finishing Foreman posted by The Recruitment Pro
Minimum 5 years experience in finishing work on commercial or residential projectsStrong attention to detail with the ability to deliver high-end...
View Job
Finishing Foreman
Cape Town: OPERATIONS AND SALES SUPPORT EXECUTIVE posted by Tower Group
1.Operational support related to the OFOG divisionValue add in the supply chain by engaging with existing and future suppliers of equipment and allied...
View Job
OPERATIONS AND SALES SUPPORT EXECUTIVE
Cape Town: Operations Manager posted by Elchemie
Operations ManagerLocation Milnerton, Western CapeIndustry Facilities amp Cleaning Services Experience 5 - 10 yearsType Full-time Environment...
View Job
Operations Manager
Cape Town: Production Planner posted by Hire Resolve
Are you a detail-driven Production Planner ready for your next career-defining move? Our client, a well-established player in the fast-moving consumer goods...
View Job
Production Planner
Cape Town: Data Integrity and Systems Support Analyst posted by Hire Resolve
One of the countrys largest fruit exporters, offers a challenging role to a dynamic individualin the capacity of a Data Integrity and Systems Support...
View Job
Data Integrity and Systems Support Analyst
Cape Town: Sales Hunter – Urgently Required posted by bh.
This is not a job for the faint-hearted. This is for the hungry.Were looking for a high-performance sales closer - someone who thrives under pressure, moves...
View Job
Sales Hunter – Urgently Required
Cape Town: Centre Manager (Paarl) posted by Flair TM
Key Responsibilities1. Financial Management amp BudgetingPrepare and manage the centrersquos annual income and expense budgets.Track rental income,...
View Job
Centre Manager (Paarl)
Cape Town: People and Culture Manager posted by SET Consulting
People and Culture ManagerR1.8m plus bonusCape TownExcellent career opportunity with global FMCG market leader for a highly seasoned HR expert. Reporting to...
View Job
People and Culture Manager
Cape Town: Senior .Net Full Stack Developer posted by Plus1X Solutions (Pty) Ltd
Job Title Senior .NET Full Stack DeveloperLocation Cape TownJob Type 12 Month Contract Potential to convert to permRole OverviewWe are seeking a highly...
View Job
Senior .Net Full Stack Developer
Cape Town: MILLWRIGHT / WORKSHOP TECHNICIAN – Urgently needed posted by CROWN STAFFING Pty Ltd
MILLWRIGHT WORKSHOP TECHNICIAN required for BLACKHEATH CAPE TOWN position to start ASAPMillwright Trade Test certificate essential.Minimum of 2 years POST...
View Job
MILLWRIGHT / WORKSHOP TECHNICIAN – Urgently needed
Cape Town: Project Manager posted by Hire Resolve
Location Ottery, Cape Town Type Full-Time On-Site Salary R 50nbsp000.00 Industry ManufacturingAn established industrial refrigeration company based in...
View Job
Project Manager
Cape Town: Structural Foreman posted by The Recruitment Pro
Structural Foreman with experience in concrete, high rise buildings, etc. Based in Cape Town.4-month contract. If both parties are happy at the end of the...
View Job
Structural Foreman
Cape Town: Technical Director–Network Planning & Optimization posted by Future Africa Consulting (Pty)Ltd
Responsibilities Provide strategic leadership for end-to-end radio and transmission network planning and optimization across multi-technology environments...
View Job
Technical Director–Network Planning & Optimization
Cape Town: Fleet Controller posted by Qetello
An exciting opportunity awaits a results-driven and detail-oriented Fleet Controller in the logistics industry based in Cape Town. Our client is seeking an...
View Job
Fleet Controller
Centurion: Financial Advisors Specializing in Health (Centurion and Cape Town) posted by AtripleA recruitment & temps
Financial Advisors Specializing in Health Centurion and Cape TownRole PurposeThe Financial Advisor specialising in Health will be responsible for acquiring,...
View Job
Financial Advisors Specializing in Health (Centurion and Cape Town)
Cape Town: Full Stack Engineer (Vue, Flutter or React Native) (Onsite CPT) posted by Datafin
Full Stack Engineer - Vue, Flutter or React Native Onsite - CPTEngineeringTechnicalCape Town - Western Cape - South AfricaENVIRONMENT A rapidly growing Cape...
View Job
Full Stack Engineer (Vue, Flutter or React Native) (Onsite CPT)
Cape Town: Senior Full Stack (AI) Engineer (TypeScript, Angular, Python, Node.js) (CPT Hybrid) posted by Datafin
Senior Full Stack AI Engineer TypeScript, Angular, Python, Node.js CPT HybridIT - Software DevelopmentCape Town - Western Cape - South AfricaENVIRONMENT A...
View Job
Senior Full Stack (AI) Engineer (TypeScript, Angular, Python, Node.js) (CPT Hybrid)
Cape Town: Sales Representitive posted by National Reps (Pty) Ltd
NATIONAL CONCERN SEEKS SALES REPRESENTATIVEWe are a National Sales Rep Company seeking a Sales Representative to complete our footprint in the Western Cape...
View Job
Sales Representitive
Cape Town: Occupational Health & Safety Officer posted by SA Metal
The company currently has a vacancy for a motivated, professional and attentive to detail Health and Safety Officer to join their team and drive company...
View Job
Occupational Health & Safety Officer
Cape Town: Mechanical Engineer posted by SA Metal
Job descriptionThe purpose of this position is to provide the essential technical knowledge, evaluate, select, and apply advanced engineering techniques to...
View Job
Mechanical Engineer
Cape Town: General Manager posted by Hire Resolve
A leading food manufacturer specializing in private-label perishable and shelf-stable foods is seeking an experienced General Manager to oversee all staff,...
View Job
General Manager