Job Description

Role: Financial Services Paraplanner
Location: Hermanus, Overberg, Western Cape
Salary: TBCWhatxe2x80x99s in it for you? xc3xa2xc2x9cxc2x94 Be part of a professional and growth-oriented team
xc3xa2xc2x9cxc2x94 Gain hands-on experience in both local and offshore investment planning
xc3xa2xc2x9cxc2x94 Work in a structured, process-driven environment with room to develop your skills
xc3xa2xc2x9cxc2x94 Play a vital role in ensuring top-tier client service and financial solutionsWhat youxe2x80x99ll be doing: xc3xb0xc2x9fxc2x94xc2xb9 Assisting with investment portfolio management, including processing new business applications and fund transfers
xc3xb0xc2x9fxc2x94xc2xb9 Ensuring compliance with financial regulations (FICA, AML, POPI) while maintaining accurate client records
xc3xb0xc2x9fxc2x94xc2xb9 Coordinating annual client reviews and preparing portfolio summaries
xc3xb0xc2x9fxc2x94xc2xb9 Managing client interactions with professionalism, accuracy, and attention to detail
xc3xb0xc2x9fxc2x94xc2xb9 Liaising with investment houses to facilitate transactions and obtain necessary documentation
xc3xb0xc2x9fxc2x94xc2xb9 Supporting insurance policy renewals and account administrationWhat wexe2x80x99re looking for: xc3xa2xc2x9c A structured and detail-oriented mindset
xc3xa2xc2x9c Strong administrative and organizational skills
xc3xa2xc2x9c Ability to work independently as well as within a team
xc3xa2xc2x9c Excellent communication skills in Afrikaans & English
xc3xa2xc2x9c Financial services experience or a keen interest in the industry
xc3xa2xc2x9c Minimum qualification: NQF4 or equivalent (higher qualifications advantageous)
If youxe2x80x99re ready to take the next step in your financial services career, wexe2x80x99d love to hear from you!

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