Paraplanner

Morton Moore; Durban; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Morton Moore is seeking a detail oriented Paraplanner for their Durban-based team. The role provides technical and administrative support to financial advisers and helps prepare comprehensive financial plans for clients. This is an excellent opportunity to build a long term career in financial planning.

The successful candidate will research investment products, retirement solutions and risk products, prepare reports, and ensure FAIS compliance and accurate client records.

Qualifications

• Two years' experience in paraplanning or similar support role.
• Strong understanding of investment, retirement and risk planning principles.
• Proficiency in financial planning software and MS Office.
• Excellent written and verbal communication skills.
• Knowledge of FAIS and other financial services legislation.

Responsibilities

• Prepare financial plans and reports for advisers.
• Conduct research on investment products, retirement solutions and risk products.
• Gather and analyse client financial information ahead of adviser meetings.
• Compile client portfolios and update records on the planning software.
• Liaise with product providers to obtain quotes, illustrations and policy documents.
• Draft correspondence and reports for clients in a clear and professional manner.
• Ensure all client files are compliant with FAIS and regulatory requirements.
• Assist advisers in preparing for client review meetings.
• Process new business applications and monitor progress through to completion.

Skills

Attention to detail

Communication skills

Pressure management

Education

BCom or similar

CFP certification (advantageous)

Tools

Microsoft Office

Job description

Our client, a well established financial services firm based in Umhlanga, is looking for a detail oriented Paraplanner to join their growing team. The successful candidate will provide technical and administrative support to financial advisers, helping to prepare comprehensive financial plans for clients. This is an excellent opportunity for someone who wants to build a long term career in financial planning.

Key Responsibilities

• Prepare financial plans and reports for review by financial advisers
• Conduct research on investment products, retirement solutions and risk products
• Gather and analyse client financial information ahead of adviser meetings
• Compile client portfolios and update records on the relevant planning software
• Liaise with product providers to obtain quotes, illustrations and policy documents
• Draft correspondence and reports for clients in a clear and professional manner
• Ensure all client files are compliant with FAIS and other regulatory requirements
• Assist advisers in preparing for client review meetings
• Process new business applications and monitor progress through to completion
• Maintain accurate records of client interactions and instructions
• Support advisers with ad hoc administrative and technical tasks
• Keep up to date with changes in legislation, products and the financial planning industry
• Assist with the preparation of investment and risk analysis reports
• Follow up with clients and providers to ensure outstanding matters are resolved timeously

Requirements

• A relevant tertiary qualification, such as a BCom or similar
• Completed or working towards CFP certification will be advantageous
• A minimum of two years experience in a paraplanning or similar support role
• Strong understanding of investment, retirement and risk planning principles
• Proficiency in financial planning software and Microsoft OfficeExcellent written and verbal communication skills
• Strong attention to detail and accuracy
• Ability to work well under pressure and meet deadlines
• Knowledge of FAIS and other relevant financial services legislation