Paraplanner

Warwick Wealth; Durban; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading investment house is seeking a Paraplanner in Durban to support financial advisors through research and financial planning. The role demands a finance or economics degree, excellent analytical skills, and strong attention to detail. Candidates with relevant certifications and experience in wealth management will be favored. This full-time position offers an opportunity to contribute to exceptional client care within a growing firm.

Qualifications

• Experience in financial planning, research, and data analysis.
• Strong understanding of compliance regulations and industry practices.
• Excellent written and verbal communication skills.
• Highly organized with strong attention to detail.
• Proficiency in financial software and Microsoft Office Suite.
• Ability to work independently and collaboratively in a team.

Responsibilities

• Support financial advisors with detailed research and financial plans.
• Analyze data and draft reports.
• Create and update client records.
• Assist with compliance checks and provide administrative support.
• Participate in client meetings.

Skills

Financial planning

Research

Data analysis

Compliance regulations

Excellent communication

Organization

Attention to detail

Financial software proficiency

Education

Bachelor’s degree in Finance, Economics, or related field

Tools

Microsoft Office Suite

Job description

Job Description

Warwick is an international investment house, known as ‘The Investment Specialists’, with a strong focus on unique products designed for quality investment services. Established in 2002, Warwick operates locally and internationally, ensuring client needs are met from day one. The company offers a diverse range of professional products under four categories: bespoke share portfolios, regulated collective investment funds, international asset management services, and trust services. Warwick's commitment to continual improvement highlights its dedication to exceptional client care and personalized financial solutions.

This is a full-time on-site role for a Paraplanner located in Durban. The Paraplanner will be responsible for supporting financial advisors by conducting detailed research, preparing financial plans, analyzing data, and drafting reports. Day-to-day tasks include creating and updating client records, assisting with compliance checks, providing administrative support, and participating in client meetings. The role requires a meticulous approach to ensure accuracy and compliance with regulatory standards.

Qualifications

• Experience in financial planning, research, and data analysis
• Strong understanding of compliance regulations and industry practices
• Excellent written and verbal communication skills
• Highly organized with strong attention to detail
• Proficiency in financial software and Microsoft Office Suite
• Ability to work independently and collaboratively in a team environment
• Bachelor’s degree in Finance, Economics, or a related field
• Relevant certifications such as CFP or similar are a plus
• Prior experience in the investment or wealth management industry is advantageous