Paraplanner

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 proc...

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