Head of Paraplanning & Wealth Strategy

Headhunters; Kloof; Presencial; ZAR 900 000 - 1 100 000; Tempo integral

Resumo da oferta

Headhunters seeks a Head of Para-Planning for our client in Kloof (Upper Highway), Durban. This senior role leads paraplanning, mentors staff, and ensures high-quality financial planning support to advisers. You will manage processes, oversee Xplan and related systems, and drive improvements across wealth management, risk, tax and estate planning.

Degree and 5+ years in financial planning required. Based in KwaZulu-Natal, the position offers leadership, training and performance management within

Qualificações

• Degree and PGDip in Financial Planning required.
• 5+ years in financial planning industry.
• Advanced financial planning and technical knowledge required.

Responsabilidades

• Diary planning: coordinate Adviser meetings and allocate workload.
• Staff management: recruit, interview, and conduct appraisals.
• Procedures manual: update and circulate process documents and notes.

Conhecimentos

Paraplanning

Staff development

Performance management

Wealth management

Financial planning knowledge

Formação académica

Degree and Post Graduate Diploma in Financial Planning

Ferramentas

Xplan

Advice systems

Descrição da oferta de emprego

Headhunters seeks a Head of Para-Planning for our client in Kloof (Upper Highway), Durban. This senior role leads paraplanning, mentors staff, and ensures high-quality financial planning support to advisers. You will manage processes, oversee Xplan and related systems, and drive improvements across wealth management, risk, tax and estate planning.

Degree and 5+ years in financial planning required. Based in KwaZulu-Natal, the position offers leadership, training and performance management within