Paraplanner

Job Description

• Join a dynamic team within a leading financial services company committed to excellence and client-centric solutions. Our client, a well-established organization in Durban, is seeking a dedicated Paraplanner to support their advisory team and ensure high-quality financial advice documentation.

What You'll Do:

• Research and gather relevant information on financial advice matters for advisers.
• Draft comprehensive client reports and Records of Advice in collaboration with advisers and the Administration Manager.
• Review policy schedules and other client reports prepared by the administration team for accuracy and compliance.
• Support compliance duties and assist in coordinating the adviser client-review process.
• Liaise effectively with advisers, clients, service providers, and colleagues on advice-related projects.
• Contribute to the development of advice and administration processes, client-facing templates, and the client touchpoint strategy.

Requirements:

• Matric certificate.
• Minimum of 5 years' experience in a similar role within the financial services industry.
• Strong research, report writing, and analytical skills.
• Financial Planning qualification or in progress of one (NQF5 Wealth Management at Minimum)
• RE5 preferred
• Excellent attention to detail and the ability to review documents for accuracy.

What We'll Give You:

• Competitive salary of R35,000 - R45,000 per month (Cost to Company)
• Annual bonuses