Job description: The Paraplanner will provide an efficient administrative support function to Advisers. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in basic financial planning. Responsibilities: Financial Planning support Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customers needs, objectives and risk tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with the company standard documents, policies and procedures. Prepare statement of advice documentation as required. Review customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process. Ensure report is accurate and that investment strategy is meeting customers objectives. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken. Review customers risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken. Prepare statement of advice documentation as required. Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model. Customer Service Team management Administration Client Relationship Management Gather Policy information Compile a summary of information Research product information Handling and solving of client enquiries Handling of new application and quotations Diary management Reporting of new business statistics Preparation of insure review appointments Maintaining CRM systems Minimum requirements: Relevant B.Com Financial degree (Economics, Finance, Business Management, Accounting, Risk Management or Financial Planning) Regulatory Exam for Representatives passed (RE5) At least 5 years relevant work experience within the financial industry as Paraplanner Fully bilingual and Afrikaans and English

A recent professional profile photo is to accompany your application EMPLOYMENT TYPE : Permanent SECTOR : Finance BASIC SALARY : Market related START DATE : A.S.A.P / Immediate REQUIREMENTS: Com (Bachelor of Commerce) degree or equivalent tertiary qualification. Postgraduate Diploma in Financial Planning would be advantageous. 25 years experience in a similar role within a Financial Planning or Wealth Management practice. Minimum of 3 years paraplanning experience would be advantageous. Regulatory Examination (RE5) qualification would be advantageous. Certified Financial Planner (CFP®) designation would be advantageous. Experience working with various LISPs (Linked Investment Service Providers) would be advantageous. Strong knowledge of financial planning principles, including investments, retirement planning, tax planning, and estate planning. Sound understanding of regulatory and compliance requirements, including FAIS, FICA, and related industry legislation. Proficiency in financial planning and CRM systems (e.g., Elite Wealth or similar tools). Strong Microsoft Excel skills for financial calculations and analysis. Proficiency in Microsoft Word and PowerPoint. Strong analytical and research skills, with the ability to interpret complex financial information and translate it into clear, practical recommendations. High level of attention to detail and accuracy when preparing financial planning documentation and client records. Excellent organisational and time management skills, with the ability to manage multiple priorities and meet deadlines. Excellent written and verbal communication skills in English, with strong comprehension of Afrikaans. Written and verbal communication in Afrikaans would be advantageous. Strong communication and interpersonal skills, with the ability to collaborate effectively with Advisors, internal teams, and external service providers. A proactive, solutions-oriented mindset with a commitment to continuous learning and improving client service delivery. This is a non-advisory role, but it includes client-facing interaction. DUTIES: Partner with Advisors and Financial Planners to prepare and support the delivery of comprehensive financial plans aligned with clients needs, objectives, and risk profiles. Prepare financial planning documentation, including investment proposals, review packs, and Records/Statements of Advice, ensuring compliance with legislative, regulatory, and internal policy requirements. Conduct research and analysis on investment products, tax implications, capital gains tax (CGT) calculations, and comparative product features to support Advisor recommendations. Prepare client meetings by drafting agendas, generating review reports, preparing presentation materials, capturing meeting notes, and ensuring that action items are implemented and followed through. Provide technical and analytical support to Advisors during client engagements, including data preparation, financial planning analysis, and presentation support. Support the administration and implementation of client portfolios, including new business implementation, rebalancing, switches, withdrawals, and ongoing portfolio maintenance. Maintain accurate and up-to-date client records across CRM and financial planning systems (e.g., Elite Wealth), ensuring compliance with FAIS, FICA, and internal record-keeping requirements. Liaise with Fiduciary Specialists responsible for drafting client wills and overseeing estate administration, ensuring that estate status is monitored and updates are communicated to Advisors and clients. Coordinate upcoming client reviews, assist with workflow planning, and provide feedback to Advisors on operational efficiencies and process improvements. Contribute to the ongoing development of paraplanning processes, client service offerings, and internal projects, while participating in training initiatives to expand technical knowledge.

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.