Wealth Paraplanner

A highly respected and established wealth management practice is seeking a skilled Paraplanner to strengthen its advisory support function. This role is ideal for a technically strong professional who values accuracy compliance and delivering high-quality financial planning support within a reputable long-term focused environment.

This practice is known for its professional standards stable client base and commitment to doing things properly. You will work alongside experienced Wealth Advisers in a structured ethical environment where technical excellence and client trust are non-negotiable and where your contribution directly enhances the quality of advice delivered.

Key Responsibilities

• Prepare compliant accurate financial plans aligned to client objectives and risk profiles
• Perform detailed cashflow modelling retirement projections and scenario analysis
• Conduct investment research and comparative analysis considering tax and legislative implications
• Compile Records of Advice client review reports and adviser presentation packs
• Ensure all documentation complies with FAIS FICA FSCA and internal compliance frameworks
• Maintain audit-ready records and accurate CRM data
• Provide technical support to advisers before and after client meetings

Requirements

• 24 years experience in a paraplanning wealth management or advisory environment
• Solid working knowledge of investments retirement planning and financial planning principles
• Proven experience with cashflow modelling and financial analysis
• Strong understanding of regulatory and compliance requirements
• Advanced report-writing skills with exceptional attention to detail
• Proficiency in Microsoft Office and financial planning systems (e.g. myPractice)
• Relevant qualification or studies toward Financial Planning / Wealth Management / CFP

Why This Opportunity

• Association with a trusted well-regarded wealth brand
• Exposure to high-quality advice processes and experienced advisers
• Structured professional environment with strong compliance support
• Long-term career value and skills development

Suitable candidates can expect fair market-related compensation together with the added benefit of long-term financial growth and structured career development.