Cape Town: Paraplanner / Senior Assistant to Financial Advisors – Tyger Waterfront Bellville. posted by Headhunters
Posted on 2025-07-26 00:00:00
| Employer | Headhunters |
|---|---|
| Category | Insurance Management |
| Location | Western Cape / Cape Town |
Job Summary
Our Client in the Financial Service Industry, based in Tyger Waterfront Bellville is looking to employ a Paraplanner to join their team.
Minimum Requirements:
- NQF Level 5 qualification (minimum) or relevant degree or diploma in Financial Planning, Investment, or related field.
- Minimum of 3 years’ experience in a Financial Planning practice.
- Solid understanding of:
- Financial Planning principles: Estate, Retirement, Risk (Long-term), and Tax Planning.
- Financial products: Unit Trusts, Endowments, Annuities, Insurance, etc.
- Proficient in MS Office (especially Excel).
- Valid drivers license and own vehicle.
- Fluent in English and Afrikaans (written and spoken).
- Knowledge of Astute, Elite Wealth system, and NinetyOne investment platform will be advantageous.
Responsibilities and expectations but not limited to:
Financial Planning Support:
- Prepare and formulate financial, investment, retirement and risk plans based on adviser strategy and client needs.
- Ensure plans and documents are compliant with legislation and company policies.
- Conduct research and analysis of investment products and solutions.
Client Data and Documentation:
- Gather and analyze client data, including insurance policies and investments.
- Prepare proposals, statements of advice, and client application packs.
- Assist with investment applications, switches, transfers, and documentation for client meetings.
Portfolio and Compliance Management:
- Manage and monitor client portfolios.
- Track investment performance and create review reports.
- Ensure all client documentation and compliance records are up to date.
Risk and Insurance Analysis:
- Conduct insurance reviews and needs analysis.
- Draw and compare insurance quotes and prepare product comparisons.
- Prepare advice documentation for risk product recommendations.
Estate Planning Support:
-
Assist with drafting Wills and providing estate planning input.
Client Relationship and Administrative Support:
- Respond to client queries professionally and timeously.
- Maintain client records and handle documentation for new accounts and fund transfers.
- Provide general support to all planners and managers as needed.
- Assist in client meetings and take minutes/actions when required.
- Be proactive and committed to maintaining the highest standards of support and compliance.
Please note should you not receive a response within two weeks of applying you may assume that your application was unsuccessful.
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