Location: Cape Town, South Africa

Department: Operations

Start Date: As soon as possible.

Closing date: Friday, 12 April 2024

Apply for this role

Please enable JavaScript in your browser to complete this form.
Click or drag a file to this area to upload.

Core Functions

In this role, you be responsible for supporting the Senior Private Wealth Manager with financial analysis and planning for all new business. As an experienced Paraplanner, you will provide support to the Senior Private Wealth Manager in the development and maintenance of client financial plans. Your work will provide detailed research, analysis of client’s financial circumstances, and preparation of financial planning recommendations and reports. This role does not include case preparation.

Details of Functions

  • Assist the Senior Private Wealth Manager in the research and analysis of the client’s financial situation, goals, and objectives.
    Responsible for all-around financial planning, estate planning, investment research, and product/solution recommendations.
  • Prepare and compile financial analysis reports, including cash flow analysis reports, investment projections, retirement planning, and risk management.
  • Develop comprehensive financial plans that meet client’s needs and objectives.
  • Make use of internal financial planning software to create scenarios and projections.
  • Ensure compliance with financial legislation and regulations throughout the financial planning process.
  • Support the Senior Private Wealth Manager to review clients’ files and identify planning opportunities.
  • Work closely with service providers to understand products.

Qualifications, Experience and Skills

  • Essential Qualification: Senior Certificate/Matric, post Matric advantageous.
  • Total Number of Years’ Experience: 5 years working experience as a planner or adviser.

Type of Experience:

  • Prior work experience in phone calling leads.
  • Preferred qualifications include RE1, RE5, or any other qualifications associated with wealth management.
  • Computer literacy (MS Word, Excel, Outlook –intermediate).
  • Financial industry background preferable.

Personal Attributes

  • Excellent analytical and strong problem-solving abilities.
  • Must be able to work independently.
  • Excellent analytical and problem–solving abilities.
  • Good communication skills across a range of levels in the business.
  • Attention to detail and a high degree of data literacy.
  • Good time management and the ability to meet deadlines.
  • Demonstrated proactive approaches to problem-solving with strong decision-making capability.
  • In-depth financial product offering knowledge.