Investment Planning Assistant

Morton Moore Financial Services; Gauteng; On-site; ZAR 406,000 - 487,000; Full time

Benefits offered by this job

Salary: R40 000 per month

Job summary

Morton Moore Financial Services in Bedfordview seeks an Assistant Planner to support Financial Advisors and Paraplanners within a busy wealth management environment. The role combines advice documentation support, post-advice servicing and compliance oversight to ensure accurate, timely, and regulatory-compliant delivery of advice packs.

The successful candidate will handle ROA/FNA preparation, client documentation, and ongoing servicing while ensuring quality and accuracy across platforms and

Qualifications

• Matric with NQF Level 5 in Wealth Management.
• FAIS-recognised qualification and RE5, or working towards one.
• Postgraduate Diploma in Financial Planning or CFP progress is advantageous.

Responsibilities

• Prepare ROA and FNA in line with FAIS requirements.
• Draft client-specific advice documents for investments, retirement, and risk planning.
• Ensure documentation aligns with risk profiles and product suitability.
• Conduct product and platform research across LISPs and investment products.
• Process and validate client instructions and submit to platforms/insurers.
• Maintain accurate client files with auditable trails and support audits.
• Coordinate with advisors and paraplanners to implement advice.

Skills

Attention to detail

Numerical accuracy

Client-focused communication

CRM proficiency

Office suite (Excel)

Education

NQF 5 Wealth Management

Postgraduate Diploma in Financial Planning (advantage)

FAIS qualification or RE5 (or pursuing)

Tools

Investment platforms

LISP platforms

Job description

Morton Moore Financial Services in Bedfordview seeks an Assistant Planner to support Financial Advisors and Paraplanners within a busy wealth management environment. The role combines advice documentation support, post-advice servicing and compliance oversight to ensure accurate, timely, and regulatory-compliant delivery of advice packs.

The successful candidate will handle ROA/FNA preparation, client documentation, and ongoing servicing while ensuring quality and accuracy across platforms and