Wealth Paraplanner - Hybrid Client Onboarding & Prep

RecruitMyMom

📍 cape town, western cape, South-Africa

Full-time Finance & Insurance

Job Description

RecruitMyMom is seeking a dedicated paraplanner to support a private client portfolio and wealth managers within a well-established wealth management firm. This full-time hybrid role focuses on onboarding, client proposals, and FSCA submissions to free advisers to concentrate on strategic client outcomes.

Requirements include at least 3 years of paraplanning experience, NQF Level 6 paraplanning qualification, and FSCA REP1/3 qualifications, with Afrikaans fluency and familiarity with

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