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Now hiring: Paraplanner

Feb 20, 2019
Are you energetic, ambitious and looking to develop your career? Our Cape Town Wealth department is looking to add a Paraplanner to their team. 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 at least five years’ experience in a financial services environment
  • Have worked in a recognised South African financial institution
  • Have experience working with any financial planning software (Xplan, Spotlight, S.net, Morningstar etc.)
  • Have a good understanding of compliance – FAIS & FICA
  • Possess good writing, telephonic and customer service skills
  • Are structured and organised with good time management skills
  • Are analytical and numerical with excellent attention to detail

Your roles and responsibilities:

Among other tasks, your main responsibilities will include:

  • Providing administrative support to financial advisors based in the UK and SA office
  • Preparing investment analyses on various funds
  • Preparing draft recommendations
  • Processing of client applications, follow ups and changes
  • Executing trades on investment platforms
  • Applications on lender portals, following up with lenders, valuations, etc.
  • Ensuring client files and transactions are in line with compliance regulations
  • Assisting with client queries, servicing and administration requirements

Extra points if you have: 

  • Knowledge of or experience in the UK investment industry
  • Knowledge of or experience with UK mortgages
  • Worked with high-net-worth individuals
  • Experience with investment software and online portals
  • A relevant qualification

Would you like to apply?

Send us an email with your CV and one-page covering 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, London and Melbourne 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.

South Africa

Cape Town

Regent Square
Doncaster Road
Kenilworth 7708 +27 (0) 21 657 2120

Durban

25 Richefond Circle
Ridgeside
Umhlanga 4320 +27 (0) 31 536 8843

United Kingdom

Croydon

One Croydon
12-16 Addiscombe Road
Croydon CR0 0XT +44 (0) 20 7759 7514

Australia

Melbourne

9 Yarra Street
South Yarra
VIC 3141 +613 (0) 8651 4500

Sable International is a trading name of 1st Contact Money Limited (company number 07070528), registered in England and Wales. We are authorised and regulated by the Financial Conduct Authority in the UK (FCA no. 517570), the Financial Services Conduct Authority in South Africa (1st Contact Money [PTY] Ltd - FSP no. 41900) and hold an Australian Financial Services License issued by ASIC to deal in foreign exchange (1st Contact Group - AFS License number 335 126).

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