Paraplanner (CFP)
Location: Claremont, Cape Town
Salary: Market related
Help shape smarter financial futures by using your technical expertise to support wealth strategies that make a difference.
Is this you?
You’re technically sharp, analytically minded, and passionate about financial planning. With high attention to detail and the ability to juggle multiple priorities, you pride yourself on being professional, trustworthy, and thorough. You enjoy diving into financial data, supporting advisors, and producing high-quality reports that guide sound financial decisions.What you’ll be doing (and why you’ll enjoy it)
You’ll play a vital support role in the wealth management process, preparing detailed asset allocation reports, financial needs analyses, and proposals for both new and existing clients. You’ll draft documentation such as Records of Advice and Replacement Records, contribute to the innovation of client reports, and assist with meeting packs for Family Office clients. Your technical expertise will also be valued in supporting performance queries, developing product strategies, and troubleshooting with the wider advisory team.Where you’ll be doing it
You’ll be joining a respected and growing wealth management firm with a strong reputation for client-centred financial planning. The organisation fosters a collaborative and professional environment, combining deep technical expertise with an emphasis on innovation and tailored solutions. Their culture is one of integrity, continuous learning, and delivering meaningful impact for clients. You’ll be office based in Claremont, Cape Town.What you’ll need
To thrive here, you’ll need at least 3 years’ experience as a Paraplanner in the wealth management sector. A BComm degree and a Postgraduate Degree in Financial Planning are essential, along with being well on your way to the CFP designation. You should be highly proficient in MS Office (especially Excel and Word), and experience with Morningstar Direct would be advantageous. A solid grasp of financial products and regulations is key. Only candidates living in the southern suburbs of Cape Town can be considered.What you’ll get
You’ll be part of a business that truly values technical excellence and supports your continued development. Expect a market-related salary, professional environment, and the opportunity to work alongside leading Wealth Managers in a business that takes pride in its impact.How to apply
For a confidential discussion please contact Claudette on (021) 035 1432 or send your CV to c.dupreez@thetalentexperts.co.za – We appreciate that your CV might not be fully up to date. No problem, just send us what you have. We do respond to everyone! Just give us a few days to work through your application. Please note: This position is for 2026. Our team is currently on a well-deserved break over the holiday season, we will review all applications as soon as we return. Rest assured, we’ll get back to you promptly once operations resume. Thank you for your patience and understanding, we wish you a joyful festive season!Applicant Consent
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