Head Of Para-Planning (Financial Services)

Headhunters; South Africa; Sur place; ZAR 900 000 - 1 500 000; Plein temps

Résumé du poste

Headhunters is seeking an experienced Head of Para-Planning to lead the paraplanning function in the Durban area. The role focuses on staff development, performance management, and delivering high-quality financial planning support to advisers.

The position combines people leadership, advanced financial planning expertise, process improvement, and hands-on paraplanning across wealth management, risk, tax and estate planning, with strong Xplan system oversight.

Qualifications

• Degree and Post Graduate Diploma in Financial Planning.
• 5+ years’ experience in the financial planning industry.
• Advanced financial planning and technical knowledge.

Responsabilités

• Regular discussions with advisers.
• Allocation of files to Paraplanners and reviewing their workload periodically.
• Drafting of contracts and related documents.
• Staff performance appraisals and recruitment coordination.
• Facilitating Xplan training and updates to processes.

Connaissances

Staff management

Financial planning

Technical know-how

Performance management

Formation

Degree in Financial Planning

Post Graduate Diploma in Financial Planning

Outils

Xplan

Description du poste

Our client, a prominent name in Financial Services industry, is seeking to employ an experienced Head of Para-Planning, to join their team based in Kloof (Upper Highway), Durban.

Summary of role:

• A senior technical and operational role responsible for managing the paraplanning function, staff development and performance management, while ensuring the delivery of high-quality financial planning support to advisers.
• The role combines people management, technical financial planning expertise, process improvement, systems administration (particularly Xplan and related advice systems), training, and hands-on paraplanning responsibilities across wealth management, risk planning, tax and estate planning.

Requirements:

• Degree and Post Graduate Diploma in Financial Planning.
• 5 or more years’ experience in the financial planning industry.
• Advanced financial planning and technical knowledge.

Responsibilities:

• Regular discussions with advisers.
• Instructions to reception.
• Allocation of files to Paraplanners and reviewing their workload periodically.

New / Existing Staff (relating to Paraplanners)

• Dealing with Recruitment Agents.
• Interviews.
• Staff take on process / exit process.
• Drafting of contracts and related documents.
• Performance Appraisals.

Procedures Manual

• Facilitating updates to the Procedures Manual and related company documents (e.g. Xplan documents and notes) where necessary.
• Circulating updated information to staff.

Templates / Technical Information

• Update of template documents / wording.
• Technical queries from Paraplanners.
• Xplan complex calculations.
• Staff training / knowledge transfer (e.g. Xplan training).
• Facilitating the update of documented processes.
• Enhancement of processes.

Xplan and related advice systems

• Identifying and implementing projects to enhance automation.
• Liaison with various parties at Xplan regarding projects.

Staff training

• Bi-monthly paraplanning training on Xplan and related advice systems, processes, financial advice related topics.

Client related matters

• Wealth Management Plans.
• File preparation for meetings.
• Records of Advice.
• Ad hoc emails / investigations.
• Tax calculations when required.

Risk Assessments and Quotes

• Personal and business assurance.
• Drafting of Proposals.
• Reconciliations.
• Implementation Updates.
• Plan of actions.
• Performance comparisons / calculations.
• Estate Planning Calculations.

Specimen agreements

• Wills.
• Living Wills.
• Power of Attorney.
• Loan Agreements.
• Living Annuity revisions – liaising with implementation. prior to anniversary date.
• Task management.