SUMMARY:
Paraplanner
POSITION INFO:
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 business’s 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.
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