Paraplanner

Somerset West
Salary: Market Related
Job Type: Permanent
Sectors: Finance
Reference: PC002027/CN

Apply before Mar 08 2026 | 27 Days left

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Vacancy Details

Employer: Status Staffing

Our client in Somerset West, Cape Town, is seeking a skilled Paraplanner to join their team. The ideal candidate will hold a B.Comm qualification, with a postgraduate qualification in Financial Planning being advantageous. You should have a minimum of three years’ paraplanning experience, and independent experience with various LISPs and RE5 qualification with completed supervision periods would be beneficial. This is a non-advisory role, though it involves client-facing interaction.

A recent professional profile photo is to accompany your application
EMPLOYMENT TYPE :           Permanent
SECTOR :           Finance
BASIC SALARY :           Market related
START DATE                  :           A.S.A.P / Immediate

REQUIREMENTS:

Comm qualification.
Postgraduate qualification in Financial Planning would be advantageous.
Minimum of 3 years’ paraplanning experience.
Independent experience with various LISPs would be advantageous.
RE5 qualification and completion of supervision periods would be advantageous.
Non-advisory role, but includes client-facing interaction.

DUTIES:

Prepare and compile comprehensive financial planning documentation, including needs analyses, investment comparisons, and client reports, in support of Financial Advisors.
Assist with the implementation and administration of investment, retirement, and risk products across various LISP platforms, ensuring accuracy and compliance.
Liaise directly with clients for information gathering, follow-ups, and clarification of documentation, while remaining within a non-advisory capacity.
Ensure all client files, records, and documentation meet regulatory, compliance, and FAIS requirements, including FICA and internal governance standards.
Support advisors with ongoing client servicing, reviews, and portfolio updates, contributing to efficient and high-quality client experiences.

Should you meet all the requirements, apply on our website at www.statusstaffing.com today.
Should you not hear back from us within 10 working days, please consider your application as unsuccessful. We will retain your credentials for future similar roles.

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About Status Staffing

Welcome to STATUS STAFFING SOLUTIONS, a leading Western Cape based broad spectrum boutique staffing solutions provider.

Within our recruitment division we pride ourselves in our ability to match the right person to the right career through a comprehensive range of in-house screening and assessments. We go the extra mile by offering an outsourced HR and IR service, thereby assisting our clients to comply with local Labour laws. In addition, our Labour Relations division also offer a comprehensive Payroll service, enabling our clients to focus on their core business.

Our large candidate database and quality customer service ethos is what differentiates us from our competitors, enabling is to be considered a strategic partner to our valued candidates and clients.