Finance Planning Assistant

2 weeks ago


Cape Town, Western Cape, South Africa Outsourced CFO Full time
Outsourced CFO Paraplanner Position

We are seeking a skilled Finance Planning Assistant to join our team in Somerset West.

The estimated salary for this role is R250,000 - R300,000 per annum, depending on experience.

About the Role:

This paraplanner position offers hybrid flexibility and provides an opportunity to work alongside a Senior Financial Advisor and Assistant in a well-established and respected Independent Financial Services Provider.

  • Key Responsibilities include attending client meetings, preparing Financial Needs Analysis, gathering quotes for proposals, and assisting with Wills, Estate Planning, and compliance documentation.
  • Liaise with product providers, track form submissions, and monitor progress.
  • Professionally handle client inquiries and keep up with investment news.
  • Study products, complete accreditations, and handle servicing actions.
  • Support campaign planning and management for new business generation.
  • Prepare for client reviews and ensure action items are completed.
  • Complete Regulatory Exam 5 for Representative qualification.
  • Schedule Financial Advisor appointments and source new clients.

Requirements:

  • A 3-Year Bcom Degree and/or Postgraduate diploma in Financial planning or studying towards your Postgraduate diploma in Financial Planning;
  • Knowledge in financial planning principles including Estate, Retirement, Risk and Tax planning;
  • Excellent MS Office skills;
  • A valid Driver's license and own vehicle;
  • Available to move freely between main offices;
  • Communicate in Afrikaans and English (written and spoken).


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