Paraplanner (Pretoria)

Key Responsibilities

• Prepare written Records of Advice (RoA) and perform technical calculations for clients.
• Review and maintain financial information using financial planning platforms (e.g. Elite Wealth).
• Coordinate and monitor paraplanning workflow to meet service standards and deadlines.
• Assist Wealth Managers in client meetings (initial and presentation meetings).
• Draft client review reports and accurate financial plans.
• Conduct technical analysis (e.g. fund comparisons fees CGT product comparisons).
• Liaise with Advisors for quote requests and risk planning.
• Maintain databases and ensure data integrity from financial needs analyses.
• Assist in development and continuous improvement of paraplanning policies and procedures.
• Support compliance processes (FAIS FICA) and ensure advice complies with regulations.
• Contribute to project work template development and documentation standards.

Requirements

• Minimum: Post Graduate Diploma in Financial Planning.
• Strong technical knowledge across a broad range of financial products and services.
• Excellent interpersonal and written communication skills.
• Strong analytical planning and organisational skills.
• Advanced proficiency in Microsoft Word and Excel.
• Knowledge of financial planning systems (e.g. Elite Wealth Dynamics) is advantageous.
• Regulatory Exam Level 5 (RE5) is preferred.
• High levels of professionalism energy ethics and trustworthiness.
• Ability to multitask work under pressure and meet tight deadlines.