Paraplanner
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Job Location:
Centurion - South Africa
Monthly Salary:
Not Disclosed
Posted on:
17 hours ago
Vacancies:
1 Vacancy
Job Summary
An established and client-focused financial planning practice is seeking a detail-oriented Paraplanner to support Financial
Advisors in delivering high-quality compliant financial plans.
This role is ideal for a technically strong individual who enjoys research analysis and working behind the scenes to ensure clients receive well-structured financial solutions.
Advisors in delivering high-quality compliant financial plans.
This role is ideal for a technically strong individual who enjoys research analysis and working behind the scenes to ensure clients receive well-structured financial solutions.
Key Responsibilities
- Prepare and draft comprehensive financial plans and recommendations
- Conduct product research and compare suitable investment risk and retirement solutions
- Analyse client financial information and assist with needs analysis
- Prepare Record of Advice (ROA) and supporting documentation
- Ensure all documentation is compliant with regulatory standards
- Liaise with product providers and internal administration teams
- Assist advisors in preparing for client meetings
- Maintain accurate client records and update CRM systems
Requirements
- Relevant qualification in Financial Planning Finance or similar
- CFP (advantageous) or working towards CFP
- 24 years experience in a paraplanning or financial planning support role
- Strong understanding of investments retirement planning risk products and tax principles
- Knowledge of FAIS and regulatory requirements
- Proficient in Microsoft Office (especially Excel)
- Experience with financial planning software (advantageous)
Key Competencies
- High attention to detail
- Strong analytical and research skills
- Ability to interpret complex financial information
- Excellent written communication skills
- Organised and deadline-driven
- Professional and client-focused
For more exciting Finance vacancies please visit:
If you have not had any response in two weeks please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.
We also invite you to contact us to discuss your next career move in finance!
For more information contact:
Angelique Jardim
Specialist Recruitment Consultant
About Company
Network Recruitment specializes in talent solution services in the fields of IT, Finance, Engineering & Supply Chain. Visit our website for more info.
