Southern Suburbs: Paraplanner – Urgently needed posted by Fortesa Recruiting

Paraplanner Position in Cape Town (Southern Suburbs) Role in Financial Planning departmentNew position due to growth in companyJoin a client-focused Trust and Investment Management firm based committed to delivering exceptional financial planning and investment services. This firm specialises in assisting clients prepare for retirement and offers a full suite of services.Job:The successful candidate will play a vital role in supporting the Financial / Investment Advisors by providing both administrative and technical assistance.Assist in preparing and reviewing financial plans and investment proposalsConduct research on financial products and investment opportunitiesCompile and maintain accurate client records and documentationSupport the compliance and risk management processesCommunicate with clients and service providers as neededIdeal Candidate ProfileRecent graduate, preferably with a Post Graduate Diploma in Financial PlanningStrong analytical and organisational skillsDetail-oriented with high accuracy in documentationStrong proficiency in Microsoft Office Suite and familiarity with financial planning software is advantageous. Demonstrates integrity, professionalism, and a client-focused mindsetPlease email your updated detailed cv in word format.