Our Client in the Financial Service Industry, based in Tyger Waterfront Bellville is looking to employ a Paraplanner to their team.

Minimum Requirements:

• NQF Level 5 qualification (minimum), or relevant degree or diploma in Financial Planning, Investment, or related field.

• Minimum of 3 years' experience in a Financial Planning practice.

• Solid understanding of:

  • Financial Planning principles: Estate, Retirement, Risk (Long-term), and Tax Planning

  • Financial products: Unit Trusts, Endowments, Annuities, Insurance, etc.

• Proficient in MS Office (especially Excel).

• Valid driver’s license and own vehicle.

• Fluent in English and Afrikaans (written and spoken).

• Knowledge of Astute, Elite Wealth system, and NinetyOne investment platform will be advantageous.

Key Responsibilities:

Financial Planning Support:

• Prepare and formulate financial, investment, retirement, and risk plans based on adviser strategy and client needs.

• Ensure plans and documents are compliant with legislation and company policies.

• Conduct research and analysis of investment products and solutions.

Client Data and Documentation:

• Gather and analyze client data, including insurance policies and investments.

• Prepare proposals, statements of advice, and client application packs.

• Assist with investment applications, switches, transfers, and documentation for client meetings.

Portfolio and Compliance Management:

• Manage and monitor client portfolios.

• Track investment performance and create review reports.

• Ensure all client documentation and compliance records are up to date.

Risk and Insurance Analysis:

• Conduct insurance reviews and needs analysis.

• Draw and compare insurance quotes and prepare product comparisons.

• Prepare advice documentation for risk product recommendations.

Estate Planning Support:

• Assist with drafting Wills and providing estate planning input.

Client Relationship and Administrative Support:

• Respond to client queries professionally and timeously.

• Maintain client records and handle documentation for new accounts and fund transfers.

• Provide general support to all planners and managers as needed.

• Assist in client meetings and take minutes/actions when required.

• Be proactive and committed to maintaining the highest standards of support and compliance.

Should you not receive a response within two weeks of applying, please consider your application unsuccessful.