Paraplanner

Gauteng, South Africa

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Job Summary
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.

If you have not received any feedback within two weeks, please consider your application unsuccessful.
Humankind
Company

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