Senior Paraplanner

1 hour ago

Cape Town, South Africa Ascot Wealth Management SA Full time

**Job description**:
**Job Title**:Senior Paraplanner

**Location**: Woodstock, Cape Town, Western Cape, 7925

**Employment Type**: Full-Time

**Job Overview**:
**Key Responsibilities**:
**Financial Planning Support**:

- Conduct thorough research and analysis across all areas of financial planning (e.g., pensions, investments, tax, protection, estate planning).
- Prepare accurate, compliant, and client-friendly Suitability Reports and recommendations based on adviser instructions.
- Build and update cash flow models using relevant tools and software.
- Prepare meeting plans, performance reports and meeting requirements for client annual reviews.
- Arrange meeting dates/times and ongoing client assistance/engagement.

**Client File Preparation**:

- Review fact finds, risk profiling, and existing plan details to inform planning strategies.
- Liaise with product providers and platforms to obtain policy information, illustrations, and valuations.
- Conduct analysis on products (pensions, ISAs, bonds) to support transfer recommendations where relevant.

**Technical and Regulatory Compliance**:

- Ensure recommendations meet FCA regulatory requirements.
- Keep up to date with legislative changes in taxation, pensions, and investment regulation.
- Maintain accurate records in accordance with compliance and internal audit standards.

**Adviser and Client Interaction**:

- Collaborate with advisers to develop suitable strategies aligned with clients’ goals.
- Attend client meetings (occasionally) as a technical expert when required.
- Provide explanations of recommendations and technical support to advisers.

**Administrative Oversight**:

- Work with administrators to ensure that all pre
- and post-advice documentation is complete and filed.
- Assist with the implementation of investment and pension strategies where needed.

**Skills & Experience**:
**Essential**:

- At least 2 years’ experience in an administrative or paraplanning role within wealth management.
- Strong technical knowledge of pensions, investments, IHT planning, and protection products.
- Excellent written communication skills for report writing.
- High attention to detail and analytical mindset.

**Desirable**:

- Level 4 Diploma in Regulated Financial Planning (CII or equivalent).
- Experience using platforms such as Voyant, FE Analytics, or similar.
- Ability to explain complex concepts clearly to clients and colleagues.

**Key Attributes**:

- Proactive and self-motivated
- Strong interpersonal and soft skills.
- Strong organisational and time-management skills
- Client-centric approach
- Discreet and professional with confidential information
- Team player with a collaborative spirit

**Job Type**: Full-time, Permanent

**Experience**:

- Paraplanner: 2 years (required)

**Work Location**: In person

Ability to commute/relocate:

- Cape Town, Western Cape 8001: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Bachelors (required)

**Experience**:

- Financial Paraplanning : 2 years (required)

Work Location: In person

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