Executive Assistant/Paraplanner

Job Title: Executive Assistant / Paraplanner

Job Type: Full-time

Location: Cape Town (Northern Suburbs)

Remuneration:R32,000 per month

About the Opportunity:

We are an independent wealth management practice looking to expand our advisor support function by welcoming a new Paraplanner to our team. This role offers a unique opportunity to combine administrative excellence with detailed financial planning analysis, providing crucial support to our advisors and ensuring our clients receive exceptional service and tailored solutions.

Role Overview:

As an Executive Assistant / Paraplanner, you will be instrumental in conducting comprehensive financial planning analysis across risk, investment, and retirement solutions. Your responsibilities will involve preparing detailed proposals, maintaining client portfolios, and ensuring full compliance with regulatory requirements. You will act as a key compliance checkpoint, uphold professional standards, and contribute significantly to the smooth operation of our practice.

Key Areas of Responsibility:

• Support advisors by conducting comprehensive financial planning analysis, covering risk, investment, and retirement solutions.

• Prepare detailed comparisons and replacement proposals to ensure clients are placed in the most appropriate products.

• Review and maintain client portfolio reports, highlighting changes in circumstances, investments, or market conditions, and ensuring strategies remain aligned with financial goals.

• Draft accurate quotes, applications, and investment proposals across multiple platforms, whilst ensuring all documentation is complete and error-free.

• Manage Section 14 transfers and other technical processes efficiently and in compliance with regulatory requirements.

• Act as a compliance checkpoint, adhering to principles of Treating Customers Fairly, ensuring advice is suitable and recommendations are well-justified.

• Keep advisors and clients informed through clear, timely communication, and assist in resolving queries or concerns.

• Stay up to date on legislation, compliance, tax changes, and new product developments to provide informed, accurate support.

• Proactively identify issues, analyse information, and suggest practical solutions to support smooth operations.

• Uphold professional standards, including punctuality, attention to detail, and a strong commitment to client service.

Personal Competencies & Skills:

• RE5 qualification (essential).

• 3-5 years’ experience in the investment or financial planning industry, with a clear understanding of investment and risk products.

• Proven ability to work with a broad range of product providers.

• Strong initiative, meticulous attention to detail, and a high degree of accountability; able to work independently and within established structures.

• Excellent communication skills, fluent in both English and Afrikaans.

• High energy, resilient under pressure, and capable of managing multiple projects to deadline.

• Values-driven, with a steadfast commitment to honesty and integrity.

• Based in the Northern Suburbs, Cape Town, own transport is required.

To Apply:

Please submit your CV and a cover letter detailing your relevant experience.