Position: Junior Paraplanner Primary Location: Cape Town (Western Cape) co-working space during probation, transitioning to hybrid/flexible thereafter Key Responsibilities The Junior Paraplanner will provide essential support across three core areas: Advisor Administrative Support Process and submit investment and life assurance applications (including work with platforms such as Allan Gray). Perform accurate data capturing and maintain up-to-date client records in CRM systems. Manage general administrative tasks related to client investment and assurance portfolios. Paraplanning Support Prepare clear, accurate comparisons of life assurance policies for advisors to review. Assist advisors in drafting professional advice emails and supporting documentation. Conduct basic Excel-based financial analysis and calculations. Client Servicing Handle straightforward client queries confidently and courteously over the telephone. Maintain friendly, professional relationships with clients during routine interactions. Essential Requirements Proven competence in administrative work related to investments and/or life assurances. Exceptional attention to detail and a precise, thorough approach to all tasks. Very strong computer literacy, especially Microsoft Office (particularly Excel) and CRM platforms. Solid grasp of basic financial mathematics Kanan Wealth will not provide extensive training in this area. Comfortable and confident speaking directly with clients on the phone in a professional yet approachable manner. Ability to work independently and efficiently with little ongoing supervision. No FAIS qualification is required this is not an advisory or representative role. Employment Details Employment Type: Full-time (initially based in a co-working space during probation Cape Town location preferred). Probation Period: 36 months. On successful completion, the role moves to hybrid with flexible working arrangements. Remuneration: Up to R30,000 per month (based on experience and demonstrated capability). Benefits: Life cover and income protection. Start Date: May 2026 (interviews will commence in April 2026).