Job Description
SUMMARY:
Career Opportunity: POSITION INFO:
Career Opportunity: Junior Paraplanner (Cape Town) A boutique financial services practice is seeking a precise, high-calibre Junior Paraplanner to join their team. This is a critical, non-advisory support role designed for a professional who finds satisfaction in technical accuracy, organized CRM management, and the logic of complex financial spreadsheets. As the engine room of the practice, the successful candidate will provide essential continuity between advisor strategy and client execution. The Role: This position balances technical administration with entry-level paraplanning. Key responsibilities include: Administrative Mastery: Processing investment and life assurance applications (experience with platforms like Allan Gray is highly advantageous). Technical Support: Preparing detailed policy comparisons and drafting professional advice correspondence for advisor review. Client Relations: Managing...