Now hiring: Paraplanner

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 and FICA
• Possess good writing, telephone and customer service skills
• Are structured and organised, with good time management skills
• Are analytical and numerical, with excellent attention to detail

Extra points if you have:

• Knowledge or experience with the UK investment industry
• Knowledge or experience with UK mortgages
• Experience with investment software and online portals
• A relevant qualification

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 analysis 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

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 1^st Contact

1^st Contact is part of Sable International, a group of companies offering 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.