Our client, a boutique wealth management firm, is looking for a precise, mature, and highly efficient Junior Paraplanner to join their team. This is a non‑advisory support role perfect for a professional who thrives on administrative excellence, financial accuracy, and high‑level client service.

The position is primarily based in Cape Town, starting in a co‑working space during probation and transitioning to a flexible hybrid model thereafter. Exceptional candidates in Durban are also encouraged to apply, provided they can travel to Cape Town for interviews and occasional meetings.

Responsibilities Processing and submitting investment and life assurance applications (experience with platforms like Allan Gray is a plus). Managing accurate data capturing and maintaining client records within CRM systems. Handling general administration for investment and assurance portfolios. Preparing clear, accurate comparisons of life assurance policies. Drafting professional advice ...