Paraplanner

Morton Moore Pty Ltd; KwaZulu-Natal; On-site; ZAR 350,000 - 600,000; Full time

Benefits offered by this job

Health benefits

Job summary

Morton Moore Pty Ltd in Umhlanga is seeking a detail-oriented Paraplanner to support financial advisers in preparing comprehensive client financial plans. You will gather client data, conduct product research, and maintain compliant records while drafting reports for client meetings.

This role requires a BCom or similar, and 2+ years in paraplanning. CFP candidacy is advantageous; strong communication and MS Office skills are essential.

Qualifications

• Relevant tertiary qualification such as BCom or similar.
• CFP certification will be advantageous.
• Minimum of two years experience in a paraplanning or similar support role.
• Solid understanding of investment, retirement and risk planning.

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 planning software.
• Draft correspondence and reports for clients in a clear and professional manner.
• Ensure client files comply with FAIS and regulatory requirements.
• Assist advisers in client review meetings.
• Process new business applications and monitor progress to completion.
• Maintain accurate records of client interactions.
• Support advisers with ad hoc administrative tasks.
• Keep up to date with changes in legislation and product offerings.
• Assist with investment and risk analysis reports.
• Follow up with clients and providers to resolve outstanding matters.

Skills

Paraplanning

Investment knowledge

Attention to detail

Communication skills

Compliance awareness

Office software

Education

BCom or similar

CFP candidacy / CFP

Tools

Financial planning software

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 Office
  
• Excellent 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