Are you energetic, ambitious, and looking to develop your career? Our Cape Town Wealth department is looking to add a Paraplanner to their team. The ideal candidate must be experienced in paraplanning and have a desire to expand their skill set and learn the intricacies of mortgage administration. We offer a dynamic and challenging environment where we achieve our business objectives and have fun doing it.
You’re perfect for this position if you:
Have a relevant qualification
Have at least five years’ experience in a financial services environment
Have worked in a recognised South African financial institution
Have experience working with financial planning software (Xplan, Spotlight, S.net, Morningstar etc.)
Are organised with good time management skills
Are analytical and numerical with excellent attention to detail
Possess strong customer service skills accompanied by impeccable telephonic and written skills
Have a good understanding of compliance – FAIS and FICA
Extra points if you have:
At least three years’ experience in an admin-intensive role with exposure to paraplanning, insurance and/or investments
Experience with investment software and online platforms
Previously worked with high-net-worth individuals
Your role and responsibilities:
Among other tasks, your main responsibilities will include:
Providing administrative support to financial advisors based in our UK and SA offices
Ensuring client files and transactions are in line with compliance regulations
Executing investment analyses on various funds
Preparing draft recommendations
Assisting with client queries, servicing, and administration requirements
Assisting with investment administration, processing of client applications, follow-ups, and amendments
Assisting with applications on lender portals, following up with lenders, valuations, etc.
Would you like to apply?
Send us an email to email@example.com with your CV and a one-page cover letter. Please note: If you haven’t heard from us within two weeks, you may consider your application unsuccessful.
About Sable International
Sable International offers innovative professional services to international citizens. We create tailor-made solutions to meet the accounting, wealth, financial, currency and nationality needs of our clients. We pride ourselves on providing solutions that suit our clients’ unique individual circumstances; our employees are key in achieving this goal.
The staff in our Cape Town, Durban, London, Melbourne, and Portugal offices are passionate about their areas of expertise and take pride in helping our clients achieve their goals. As a result, we have an energised and fun company culture, something that sets us apart from other professional services firms.
Welcome to Sable International. We offer professional
services to South Africans with international interests.
Our diverse team is made up of independent financial
advisers, solicitors, chartered accountants, MBAs, forex brokers, tax experts,
marketing specialists and immigration advisers. We hire people, not just CVs,
and we focus on upskilling employees who have the desire and aptitude to learn
So what do we do? We help our clients immigrate to the UK or
Australia, transfer money around the world, build offshore and onshore wealth
and start a business overseas. Our team helps individuals internationalise
themselves, their wealth and their businesses.
We have offices in Cape Town, London, Melbourne and Hong
Kong. This allows us to manage the accounting, wealth, financial and
immigration needs of clients in those countries.
Becoming part of Sable International gives you the
opportunity to join a thriving multinational company that prides itself on
cultivating and maintaining a flat structure workplace.