Our clients reserves the right not to make an appointment. In considering candidates for appointment into advertised posts, preference will be accorded to persons from a designated group in accordance with the approved Employment Equity Plan.
PARAPLANNER - CAPE TOWN
(F6825 EWC PAR)
Overview
Reference
F6825 EWC PAR
Salary
ZAR/month
Job Location
- South Africa -- City of Cape Town -- Cape Town
Job Type
Permanent
Posted
21 October 2025
Closing date
04 Nov 2025 15:59
An established company within the financial sector is seeking to hire a highly skilled and experienced Paraplanner to join their team. This is an excellent opportunity for an individual with strong analytical skils and the ability to liaise with stakeolders. Your:
Education:
- A financial qualification is essential (e.g. B Com finance, accounting, investment management);
- A Post Graduate diploma in Financial Planning (CFP) would be advantageous;
- An Advanced diploma in Estate Planning would be advantageous.
Experience Required:
- More than 1 year Estate Planning experience
Knowledge:
- Proficiency in Microsoft Windows, with advanced skills in Excel;
- Experience with Elite Wealth.
Skills:
- Proficient in English and Afrikaans;
- Excellent report writing skills (written communication skills);
- Attention to detail / accuracy;
- Analytical / technical
will enable you to execute the following duties:
Responsibilities:
- Consolidate and summarize all policies and investments.
- Prepare required financial calculations.
- Highlight the tax implications in the event of death or on risk benefits.
- Prepare comprehensive estate and risk analyses.
- Identify appropriate investment vehicles and structures to minimize estate duty.
- Assess the client’s capital and income needs in the event of death, disability, severe illness, or retirement.
- Determine potential capital and income shortfalls.
- Analyse the client’s estate and current investments, and recommend suitable investment vehicles.
People:
- Liaise closely with all stakeholders (i.e. Wealth Planners / Financial Advisors, External brokers, Investment Consultants from Life and Asset Management Companies)
Administration:
- Advise Wealth Planners on investment options and tax implications at death.
- Draft reports, including tax implications, calculations, estate plans, and annexures as instructed by the Wealth Planner.
- Provide additional assistance to Wealth Planners after the presentation of reports, when necessary.
- Recommend suitable products and investment structures.
- Monitor and track relevant legislation applicable to estate planning.
- Prepare ad hoc risk cover reports when requested by the Wealth Planner.
Process:
- 3 Business days lead time in preparation of investment reports / proposals for Financial Advisors
|