Location: Southern Suburbs, Cape Town
Employment Type: Full-Time, office-based initially; partly remote later
About Southwood Financial Planning
Southwood Financial Planning is an independent, professional financial planning practice focused on delivering personalised, long-term holistic financial advice to individuals and families. We pride ourselves on building trusted client relationships and providing high-quality financial planning solutions with professionalism, integrity, and care.
Role Overview
We are seeking a motivated and detail-oriented Paraplanner to support our financial planning team. This is an excellent opportunity for a candidate looking to build a long-term career in independent financial planning and wealth management.
The successful candidate will assist with the preparation of financial plans, investment and retirement analysis, client reviews, compliance documentation, and general administrative support to Financial Planners. The role is integral to delivering high-quality financial advice and maintaining efficient client service standards.
Key Responsibilities
- Meeting administration and action management.
- Record accurate and comprehensive meeting minutes, capturing key discussions, decisions and agreed action items.
- Enter and assign action items from meeting minutes into CRM. Monitor and follow up.
- Behavioural finance insights.
- Support executive financial planner in preparing financial plans and review documentation o Draft and review Records of Advice (ROAs)
- Gather and analyse client financial information and portfolios, identifying gaps and opportunities
- Assist with retirement, investment, risk, estate, and tax planning strategies and incorporate into financial planning proposals under supervision
- Conduct product and fund research to support recommendations
Additional responsibilities
- Prepare compliance and FICA documentation
- Liaise with product providers and investment platforms
- Maintain accurate client records and CRM systems
- Ensure all client files comply with FAIS and FICA requirements.
- Ensure administrative processes are completed accurately and timeously
Minimum Requirements
- Residence in the southern suburbs of Cape Town.
- Relevant tertiary qualification in Finance, Accounting, Economics, Investment Management, or related field
- Strong academic record and interest in financial planning
- Excellent attention to detail and organisational skills
- Strong written and verbal communication skills
- Proficient in Microsoft Office, particularly Excel
- Professional, client-focused attitude
- Ability to work independently and as part of a team
Advantageous
- Previous experience in financial services, investments, or administration
- RE5 qualification
- CFP® designation or progress toward CFP® preferred.
- Understanding of FAIS, FICA, and South African financial services legislation.
- Knowledge of financial planning software and investment platforms
What We Offer
- Exposure to all aspects of holistic financial planning
- Ongoing mentorship and training
- Support for further studies and professional development
- Opportunity for long-term career growth within the practice
- Professional and supportive working environment
Remuneration
Market related salary, depending on qualifications and experience.
Study support for CFP® or industry qualifications
Application Process:
Interested candidates should submit:
- Detailed CV
- Qualifications
- A brief cover letter outlining your interest in the role and the financial planning industry.
Send to: angelas@southwood.co.za or lisahp@southwood.co.za
