Job Description
Role: Junior Paraplanner
Category: Financial Services
Location: Cape Town
Salary: 360 000 per annum
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 recor...