Job Description
About the Role
Status Staffing is seeking a highly skilled Paraplanner to join our team in Somerset West. As a key member of our finance department, you will be responsible for providing comprehensive financial planning documentation and supporting Financial Advisors with client servicing, reviews, and portfolio updates.
Key Responsibilities
- Prepare and compile comprehensive financial planning documentation, including needs analyses, investment comparisons, and client reports.
- 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.
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.
Qualifications
No formal education or certifications are required for this position. However, a comm qualification is essential.
Salary & Benefits
Market-related salary will be offered based on the candidate’s experience and qualifications.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Other Finance/Accounting Jobs in Western Cape
In the Western Cape, the finance and accounting profession is a thriving industry with a strong demand for skilled professionals. Typically, the job market trends indicate a steady growth in the need for finance and accounting expertise across various sectors. This is often driven by the increasing importance of financial management, regulatory compliance, and data-driven decision-making in businesses.
When it comes to salaries, it’s common to see broad ranges varying depending on factors like experience, company size, and industry sector. Generally, entry-level positions can expect salaries ranging from R250 000 to R400 000 per annum, while senior roles may command salaries between R600 000 and R1 200 000 or more, depending on the individual’s qualifications and level of expertise.
Common skills required for finance and accounting roles in Western Cape include proficiency in financial software such as QuickBooks, Xero, or SAP; strong analytical and problem-solving skills; excellent communication and interpersonal skills; attention to detail and organisational abilities; knowledge of tax laws and regulations; and experience with budgeting and forecasting tools. Typically, a degree in commerce, accounting, or a related field is also essential.
Industry sectors commonly employing finance and accounting professionals include the financial services sector, technology industry, manufacturing sector, and corporate organisations. These roles often involve providing financial guidance, managing budgets, preparing financial reports, and ensuring compliance with regulatory requirements.
For those looking to advance their careers in finance and accounting, career development opportunities abound. Typically, experienced professionals can move into senior management positions or pursue specialisations like forensic accounting, audit, or financial planning. Others may choose to transition into related fields like business consulting, investment banking, or entrepreneurial ventures. With continuous learning and professional development, finance and accounting professionals in Western Cape can enjoy a rewarding and challenging career with opportunities for growth and advancement.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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