Paraplanner

Role: Paraplanner
Category: Financial Services
Location: Morningside, Durban
Salary: Market-related

Our client, a Durban-based, investment-led financial planning business, is looking for a high-performing Paraplanner to join their expert team. This Morningside-based firm focuses on providing professional financial guidance to business people and their families, ensuring their wealth is grown and protected.

Key Responsibilities:

Research & Analysis: Conducting investigation, research, and information gathering on financial advice matters.

Report Drafting: Preparing client reports and Records of Advice (RoA) documents.

Quality Control: Checking the accuracy of policy schedules and client reports prepared by the admin team.

Compliance: Assisting with practice-wide compliance duties and adhering to FAIS and FICA standards.

Process Management: Managing the client review process and assisting in setting up advice and administration systems.

Stakeholder Liaison: Communicating with service providers, clients, and team members on specific projects.

Strategic Support: Developing client-facing templates and contributing to the businesss client touch-point strategy.


Requirements:

Education: Matric certificate is essential.

Qualifications: Currently attained or progressing toward a PGDip in Financial Planning or a CFP® designation.

Experience: At least 5 years experience at a CAT I FSP, covering investments, long-term insurance, employee benefits, and medical aid/gap cover.

Technical Skills: High competence in Microsoft Office (Excel, Word, Outlook) and reputable CRM software such as AtWork, EliteWealth, or Xplan.

Industry Knowledge: Strong understanding of the financial services ecosystem, including FAIS/FICA legislation and compliance rules.

Soft Skills: Meticulous attention to detail, strong analytical/maths skills, and excellent written and interpersonal communication.