Durban Paraplanner: Precise Financial Planning & Analysis

Future Vision BlueStar - Financial Advisory Services authorised by Sanlam; Durban; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Future Vision BlueStar - Financial Advisory Services authorised by Sanlam in Durban is seeking a Paraplanner to support financial planners by gathering client information, researching products and investment options, and preparing plans and recommendations.

The role is full-time, on-site in Durban, focusing on accurate reports, planning tools, and compliant documentation to enable advisers to deliver tailored financial guidance.

Qualifications

• Strong Financial Planning and Finance skills with understanding of personal financial solutions and regulatory requirements.
• Progress toward or completion of recognised financial planning certifications (e.g., CFP or equivalent) is advantageous.
• Relevant tertiary qualification in Finance, Financial Planning, Accounting, Economics, or related field.

Responsibilities

• Gather client information and conduct research on financial products and investment options.
• Prepare financial plans, summaries and supporting documentation.
• Create and update planning tools and documentation.
• Ensure all advice and plans comply with regulatory and internal standards.
• Liaise with financial planners and administrative staff to maintain accurate records and prepare meeting packs.

Skills

Financial Planning

Analytical Skills

Investments Knowledge

Report Writing

Attention to Detail

Team Collaboration

Education

Finance/Financial Planning/Economics degree

CFP or equivalent (advantageous)

Tools

MS Office

Financial planning software

Job description

Future Vision BlueStar - Financial Advisory Services authorised by Sanlam in Durban is seeking a Paraplanner to support financial planners by gathering client information, researching products and investment options, and preparing plans and recommendations.

The role is full-time, on-site in Durban, focusing on accurate reports, planning tools, and compliant documentation to enable advisers to deliver tailored financial guidance.