Paraplanner

Future Vision BlueStar - Financial Advisory Services authorised by Sanlam; Durban; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Future Vision BlueStar - Financial Advisory Services authorised by Sanlam in Durban is seeking a Paraplanner to support financial planners by gathering client information, researching products and investment options, and preparing plans and recommendations.

The role is full-time, on-site in Durban, focusing on accurate reports, planning tools, and compliant documentation to enable advisers to deliver tailored financial guidance.

Qualifications

• Strong Financial Planning and Finance skills with understanding of personal financial solutions and regulatory requirements.
• Progress toward or completion of recognised financial planning certifications (e.g., CFP or equivalent) is advantageous.
• Relevant tertiary qualification in Finance, Financial Planning, Accounting, Economics, or related field.

Responsibilities

• Gather client information and conduct research on financial products and investment options.
• Prepare financial plans, summaries and supporting documentation.
• Create and update planning tools and documentation.
• Ensure all advice and plans comply with regulatory and internal standards.
• Liaise with financial planners and administrative staff to maintain accurate records and prepare meeting packs.

Skills

Financial Planning

Analytical Skills

Investments Knowledge

Report Writing

Attention to Detail

Team Collaboration

Education

Finance/Financial Planning/Economics degree

CFP or equivalent (advantageous)

Tools

MS Office

Financial planning software

Job description

Company Description

Future Vision BlueStar - Financial Advisory Services authorised by Sanlam is a specialist financial planning practice based in Durban, KwaZulu-Natal. The team is committed to understanding each client's specific needs and circumstances in order to deliver tailored financial solutions. As an authorised Sanlam practice, Future Vision BlueStar provides advice across a full range of financial products and strategies. The firm focuses on helping clients achieve financial independence and build sustainable long-term wealth. Team members work in a professional, client-centric environment that values integrity, diligence, and ongoing development.

Role Description

The Paraplanner role is a full-time, on-site position based in Durban. The Paraplanner will support financial planners by gathering client information, conducting research and analysis on financial products and investment options, and preparing financial plans and recommendations. Day-to-day tasks include compiling detailed reports, creating and updating planning tools and documentation, and ensuring all advice and plans comply with regulatory and internal standards. The role involves liaising with financial planners and administrative staff to maintain accurate records, prepare meeting packs, and follow up on client instructions. The Paraplanner will contribute to an efficient advisory process, enabling financial planners to focus on client engagement and strategic advice.

Qualifications

• Candidates should possess strong Financial Planning and Finance skills, with a solid understanding of personal financial solutions and regulatory requirements.
• Candidates should possess robust Analytical Skills to interpret financial data, assess client needs, and evaluate investment options.
• Candidates should possess knowledge of Investments, including asset classes, risk profiling, and portfolio construction principles.
• Candidates should possess clear and professional Report Writing abilities to prepare financial plans, summaries, and supporting documentation.
• Relevant tertiary qualification in Finance, Financial Planning, Accounting, Economics, or a related field is beneficial.
• Progress toward or completion of recognised financial planning certifications (e.g., CFP or equivalent) is advantageous.
• Strong attention to detail, numerical accuracy, and proficiency in MS Office and financial planning software are beneficial.
• Effective communication skills, ability to work collaboratively in a team, and commitment to ethical and client-focused service are important.