Paraplanner / Assistant to Investment Advisor

An investment management firm based in Cape Town is looking for a dynamic individual to join the team as Para-planner / Assistant to Investment Advisor.

– Relevant investment/financial Degree
– Knowledge and experience in a financial advisory environment (minimum 2 years)
– Knowledge of Financial Planning principles including Estate, Retirement and Tax Planning
– Knowledge of financial products and services offered by our company
– Experience in preparing and presenting client proposals to Advisers & Wealth Managers as part of new business
– Excellent verbal and written communication skills
– English first language. Knowledge of another language will be considered an asset.


– Technical financial planning support to Advisers & Wealth Managers, including ad hoc queries, proposals and presentations
– Regular training and webinars for Advisers & Wealth Managers – Review of client financial planning proposals
– Product provider management including due diligence and reviews
– Private banking
– Analysing portfolios and fund performances
– Portfolio monitoring and investment report collating
– Preparing investment applications, transfers and documents for client meetings
– Execution of investment instructions
– Internal compliance and client services

Competencies required:

– Attention to detail
– Ability to interact confidently at all levels
– Excellent communication skills (verbal and written)
– Relationship building skills
– Analytical skills
– Ability to work independently
– Deadline orientation
– Teamwork

Apply & upload CV now