Wealth Paraplanner

SUMMARY:
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.

POSITION INFO:
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

• 2–4 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®

• 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