Graduate: Junior Paraplanner
Location: Newlands, Cape Town
Salary: Market related
Are you ready to elevate your career as a Paraplanner?
Is this you?
You’re a dedicated listener with a thirst for knowledge and a client-centric approach. You thrive in a structured environment where attention to detail is paramount and you’re eager to join a dynamic team.
What you’ll be doing (and why you’ll enjoy it)
As a Paraplanner, you’ll play a pivotal role in supporting a financial planning practice. From conducting thorough financial needs analyses to proposing investment strategies tailored to the client’s needs, you’ll work closely with the Financial Planners to ensure clients receive top-notch service and advice. You’ll enjoy a blend of administrative tasks and client interactions, all within a collaborative and supportive team environment.
Where you’ll be doing it
You’ll be joining an esteemed independent financial planning practice, based in professional offices in the vibrant suburb of Newlands, Cape Town. They have a client-centric approach and undoubtable commitment to excellence which has earned them a reputation for delivering exceptional service and results. With a focus on continuous learning and development, they have mastered what they do and how they do it to ensure their clients get only the best possible service and results.
What you’ll need
To be considered for this role, you’ll need to have a completed degree/post grad in Financial Planning with the goal of becoming a CFP. Ideally you’ve already gained some working experience in financial planning at an independent brokerage. Strong analytical skills, proficiency in Microsoft Office and Elite Wealth are advantageous. Additionally, a client-centric mindset, excellent communication skills, and a strong ethical compass are crucial for success in this role. Only candidates currently living in the southern suburbs can be considered as this is an office based position.
What you’ll get
In addition to a competitive salary, you’ll have the opportunity to work alongside industry experts and thought leaders in the financial services sector. Our client offers comprehensive training and development programs to help you enhance your skills and advance your career.
How to apply
For a confidential discussion please contact Claudette Du Preez on (021) 035 1433 or send your CV to c.dupreez@thetalentexperts.co.za
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