Job Description
Our client, a boutique wealth management firm, is looking for a precise, mature, and highly efficient Junior Paraplanner to join their team. This is a non‑advisory support role perfect for a professional who thrives on administrative excellence, financial accuracy, and high‑level client service.
The position is primarily based in Cape Town, starting in a co‑working space during probation and transitioning to a flexible hybrid model thereafter. Exceptional candidates in Durban are also encouraged to apply, provided they can travel to Cape Town for interviews and occasional meetings.
Responsibilities
- Processing and submitting investment and life assurance applications (experience with platforms like Allan Gray is a plus).
- Managing accurate data capturing and maintaining client records within CRM systems.
- Handling general administration for investment and assurance portfolios.
- Preparing clear, accurate comparisons of life...