Paraplanner – UK Wealth Planning Support (South Africa)

Atomos; South Africa; On-site; ZAR 694 000 - 927 000; Part time

Job summary

A UK-based financial planning firm is seeking a Paraplanner to join their growing team in South Africa. This role involves conducting financial research, preparing suitability reports, and supporting Financial Planners. Candidates should have at least 2 years of experience in Paraplanning and a qualification comparable to a Level 4 Diploma in Financial Planning. This is a 6-month contract offering the potential for permanent employment.

Qualifications

• Minimum 2 years experience in a Paraplanning role, preferably in financial or wealth management.
• Experience with IT systems supporting financial services.
• Qualified to UK standards in Financial Planning.

Responsibilities

• Conduct research for financial recommendations.
• Produce suitability reports documenting provided advice.
• Undertake cash flow modelling per client cases.
• Provide excellent client service.

Skills

Experience in Paraplanning

Technical knowledge of FCA rules

Knowledge of Pensions and Investment products

Understanding of cash flow

Education

Level 4 Diploma in Financial Planning

Tools

XPlan

Job description

A UK-based financial planning firm is seeking a Paraplanner to join their growing team in South Africa. This role involves conducting financial research, preparing suitability reports, and supporting Financial Planners. Candidates should have at least 2 years of experience in Paraplanning and a qualification comparable to a Level 4 Diploma in Financial Planning. This is a 6-month contract offering the potential for permanent employment.