Experienced Senior Paraplanner

1 week ago


Cape Town, Western Cape, South Africa Labournet Full time

Job Title: Senior Paraplanner


Job Summary:


We are seeking a highly skilled and experienced Senior Paraplanner to join our team at Labournet. As a key member of our financial planning team, you will be responsible for providing professional paraplanning services to our clients.


Key Responsibilities:



  • Assist the Senior Private Wealth Manager in researching and analyzing clients' financial situations, goals, and objectives
  • Develop comprehensive financial plans that meet clients' needs and objectives
  • Prepare and compile financial analysis reports, including cash flow analysis reports, investment projections, retirement planning, and risk management
  • Ensure compliance with financial legislation and regulations throughout the financial planning process
  • Support the Senior Private Wealth Manager in reviewing clients' files and identifying planning opportunities

Requirements:



  • Senior Certificate, relevant diploma/degree, or an equivalent qualification
  • Certifications: First Level Regulatory Exam for Representatives (RE5); First Level Regulatory Exam for Key Individuals (RE1)
  • Minimum 5 years' experience in paraplanning, financial planning, and/or advising
  • Detailed knowledge of the South African financial market in the advisory space
  • Detailed knowledge of South African providers
  • Knowledge of offshore providers is advantageous
  • Strong understanding of financial planning concepts and strategies
  • Demonstrated proactive approaches to problem-solving with strong decision-making capability

How to Apply:


Please forward a detailed copy of your CV to Nicole Spamers at nspamerselev8recruitment.co.za.



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