Paraplanner for Wealth Planning & Adviser Support

ACG Growth Partners™; Gqeberha; On-site; ZAR 355,000 - 426,000; Full time

Job summary

ACG Growth Partners is recruiting an experienced Paraplanner for an established independent financial planning and wealth management practice in Gqeberha (Port Elizabeth). The successful candidate will provide high-quality technical planning support to the practice’s Financial Advisers, covering research, plan preparation, review work, compliance documentation and client recommendations implementation.

CFP designation or active progression towards CFP status is preferred but not compulsory, with

Qualifications

• At least three years’ paraplanning or financial planning support experience.
• Strong knowledge of investments, retirement planning and risk products.
• Experience preparing compliant planning documentation and client reviews.
• Strong numeracy and analytical abilities.
• Excellent written and verbal communication skills.

Responsibilities

• Prepare and maintain comprehensive financial plans, review packs and supporting planning documentation.
• Conduct investment, retirement, risk and product research to support adviser recommendations.
• Prepare Financial Needs Analyses, Records of Advice and other compliant client documentation.
• Assist with annual and ad hoc client reviews, portfolio analysis and recommendation preparation.
• Support advisers with retirement, investment, risk, estate planning and related planning work.
• Coordinate new-business implementation and follow up with product providers and platforms.
• Maintain accurate client records and ensure files remain compliant with FAIS, FICA and internal requirements.
• Assist with local and offshore investment administration, switches, transfers and portfolio servicing where required.
• Liaise professionally with clients, advisers, product providers and internal stakeholders.
• Contribute to process improvement and efficient adviser support across the practice.

Skills

Paraplanning experience

Financial planning support

Attention to detail

Client communication

Multi-adviser coordination

Education

CFP designation or progress towards CFP

Postgraduate Diploma in Financial Planning

Financial services qualification

Tools

CRM software

Financial planning software

Job description

ACG Growth Partners is recruiting an experienced Paraplanner for an established independent financial planning and wealth management practice in Gqeberha (Port Elizabeth). The successful candidate will provide high-quality technical planning support to the practice’s Financial Advisers, covering research, plan preparation, review work, compliance documentation and client recommendations implementation.

CFP designation or active progression towards CFP status is preferred but not compulsory, with