Paraplanner – Wealth Planning & Investment Research

Morton Moore Financial Services; Durban; On-site; ZAR 320,000 - 420,000; Full time

Job summary

Morton Moore Financial Services in Durban is seeking a detail oriented Paraplanner to join their growing team. The role provides technical and administrative support to financial advisers, helping to prepare comprehensive financial plans for clients.

You will research investments, retirement and risk solutions, gather client data, and prepare reports. A BCom or similar qualification, CFP advantage, and 2+ years paraplanning experience are expected.

Qualifications

• BCom degree or equivalent qualification.
• CFP certification completed or in progress is advantageous.
• At least two years in paraplanning or similar support role.
• Solid knowledge of investment, retirement and risk planning.
• Proficient in financial planning software and MS Office.
• Excellent written and verbal communication skills.
• Strong attention to detail; able to work under pressure and meet deadlines.
• Knowledge of FAIS and related financial services legislation.

Responsibilities

• Prepare financial plans and reports for advisers.
• Research investment products, retirement solutions and risk products.
• Gather and analyse client information ahead of adviser meetings.
• Compile client portfolios and update planning software.
• Liaise with providers for quotes, illustrations and policy docs.
• Draft professional correspondence and client reports.
• Ensure client files comply with FAIS and regulations.
• Assist advisers in client review meetings.
• Process new business applications and monitor progress.
• Maintain accurate records of client interactions.
• Support advisers with ad hoc administrative tasks.
• Stay updated on legislation, products and industry changes.
• Assist with investment and risk analysis reports.
• Follow up with clients and providers to resolve matters.

Skills

Attention to detail

Communication skills

Work under pressure

Education

BCom or equivalent

CFP certification (advantageous)

Tools

Financial planning software

Job description

Morton Moore Financial Services in Durban is seeking a detail oriented Paraplanner to join their growing team. The role provides technical and administrative support to financial advisers, helping to prepare comprehensive financial plans for clients.

You will research investments, retirement and risk solutions, gather client data, and prepare reports. A BCom or similar qualification, CFP advantage, and 2+ years paraplanning experience are expected.