Paraplanner (Wealth Management)

Morton Moore Pty Ltd; Umhlanga Rocks; Sur place; ZAR 320 000 - 520 000; Plein temps

Résumé du poste

Morton Moore Pty Ltd based in Umhlanga Rocks, KwaZulu-Natal, is seeking a detail oriented Paraplanner to support financial advisers in preparing comprehensive client financial plans. The role offers long-term career development in financial planning.

You will conduct product research, compile client portfolios, liaise with providers for quotes and documents, and ensure files meet FAIS and regulatory requirements. Strong communication and MS Office skills are essential.

Qualifications

• A relevant tertiary qualification is required.
• CFP certification is advantageous.
• Minimum of two years experience in paraplanning or similar support role.

Responsabilités

• Prepare financial plans and reports for advisers.
• Research investment products, retirement solutions and risk products.
• Compile client portfolios and update records in planning software.
• Liaise with product providers for quotes, illustrations and documents.
• Ensure all client files comply with FAIS and regulations.
• Assist advisers in client review meetings and prepare for them.
• Maintain accurate records of client interactions and instructions.
• Support advisers with ad hoc administrative and technical tasks.

Connaissances

Paraplanning

Financial analysis

Investment research

Attention to detail

Communication skills

FAIS knowledge

Formation

BCom or similar

CFP certification

Outils

Financial planning software

Microsoft Office

Description du poste

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 Benefits Enquiries and Applications Should you have any further enquiries regarding this opportunity, please email [e-mail]. Please note that only shortlisted candidates will be contacted for an interview, during which the position, client requirements and recruitment process will be discussed in more detail. Recruitment and POPIA Disclaimer This vacancy is advertised by Morton Moore, acting as a recruitment agency on behalf of our client. By submitting your application, CV and supporting information, you acknowledge that your personal information will be collected and processed for legitimate recruitment and employment related purposes in accordance with the Protection of Personal Information Act, 4 of 2013 (POPIA). Your information may be assessed against the requirements of this vacancy and, where appropriate and subject to applicable legal requirements, shared with the relevant client and service providers involved in the recruitment process. Applications are subject to the requirements and selection criteria of the client, and submission of an application does not guarantee an interview, placement or offer of employment. Morton Moore reserves the right, together with its client, not to proceed with or fill the vacancy. No fees will be charged to candidates for recruitment or placement services. Any employment offer will be made by the client and will remain subject to the client’s applicable employment, verification and onboarding requirements.