Paraplanner | Durban

Main purpose of the job

Provide key support to the Financial Planner through professional, in-depth research and preparation

of best practice solutions for client wealth creation and holistic financial wellbeing.

Key responsibilities

Preparation of Records of Advice for both Local and Offshore Investments and Long-Term

Assurance

Preparation of Financial Plans (Death, Disability, Retirement and Estate)

Investment Portfolio and underlying Fund Investigations and formulating of ideas for

recommendations

Client portfolio investigations (both investment and risk products)

Keeping abreast of the changing tax and legal environment

Once recommendations are finalised with the Financial Planner, communicate with the

Administration Manager for the correct paperwork to be prepared. Once paperwork is

completed, ensure it is correct in accordance with the deal sheet and recommendation.

Qualifications

Postgraduate Diploma in Financial Planning - complete

FPI Competency Exam - complete

Experience

Broad knowledge of global financial markets is desirable.

Financial planning industry experience of at least 2 years is required.