Paraplanner
Tokai, WC, ZA, South Africa
Job Description
Wealth Associates is seeking a
Paraplanner
to join our Financial Planning team inTokai, Cape Town
. This role is central to supporting Advisors, enhancing client outcomes, and ensuring smooth delivery of our advisory processes. You'll work closely with Advisors, providing technical expertise, research, and administrative support to deliver tailored financial solutions.Key Responsibilities
Partner with Advisors to prepare and deliver comprehensive financial planning solutions. Conduct fund analysis, CGT calculations, and compare investment options. Prepare review packs and ensure accurate CRM records. Assist with client reviews and provide technical support during meetings when required. Identify cross-selling opportunities and promote Wealth Associates' investment offerings. Contribute to advisor growth by improving processes, templates, and service levels.
Minimum Requirements
Relevant BCom degree (Finance, Investments, Economics, Financial Planning, or related). CFP and/or Postgraduate Diploma in Financial Planning (advantageous). 2-3 years' experience in financial planning or wealth management. Strong analytical, organisational, and problem-solving skills. Proficiency in Microsoft Office and financial planning tools. Excellent communication skills and a client-centric mindset.
To apply, please send your CV to
HR@wealthassociates.co.za
with "Paraplanner" as the subject line.Job Type: Full-time
Pay: From R20000,00 per month
Work Location: In person
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Job Detail
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Job IdJD1535024
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationTokai, WC, ZA, South Africa
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EducationNot mentioned