Job Description
Position: Junior Paraplanner
Primary Location: Cape Town (Western Cape) co-working space during probation, transitioning to hybrid/flexible thereafter
Key Responsibilities
The Junior Paraplanner will provide essential support across three core areas:
- Advisor Administrative Support
- Process and submit investment and life assurance applications (including work with platforms such as Allan Gray).
- Perform accurate data capturing and maintain up-to-date client records in CRM systems.
- Manage general administrative tasks related to client investment and assurance portfolios.
- Paraplanning Support
- Prepare clear, accurate comparisons of life assurance policies for advisors to review.
- Assist advisors in drafting professional advice emails and supporting documentation.
- Conduct basi...