Paraplanner for Wealth & Investment Planning

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

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.