Junior Paraplanner | Cape Town

Position: Junior Paraplanner

Primary Location: Cape Town (Western Cape) co-working space during probation, transitioning to hybrid/flexible thereafter

Key Responsibilities

The Junior Paraplanner will provide essential support across three core areas:

1. Advisor Administrative Support
   • Process and submit investment and life assurance applications (including work with platforms such as Allan Gray).
   • Perform accurate data capturing and maintain up-to-date client records in CRM systems.
   • Manage general administrative tasks related to client investment and assurance portfolios.
2. Paraplanning Support
   • Prepare clear, accurate comparisons of life assurance policies for advisors to review.
   • Assist advisors in drafting professional advice emails and supporting documentation.
   • Conduct basi...