Paraplanning & Advisory Operations Lead

JVR Software; Durban; On-site; ZAR 380,000 - 540,000; Full time

Job summary

JVR Software is seeking a Paraplanner with a Degree and Post Graduate Diploma in Financial Planning and 5+ years in financial planning. The role focuses on diary planning, workload management for paraplanners, and client file preparation including records of advice and tax calculations.

Responsibilities include staff recruitment processes, drafting contracts, updating procedures manuals, and advancing Xplan-related projects. Training and process improvements are key components of the position.

Qualifications

• Degree and Post Graduate Diploma in Financial Planning.
• 5 or more years’ experience in the financial planning industry.
• Advanced financial planning and technical knowledge.

Responsibilities

• Diary planning and regular discussions with advisers.
• Instructions to reception and allocation of files to paraplanners; review workload.
• Recruitment processes: liaising with recruitment agents, conducting interviews, and staff onboarding/offboarding.
• Drafting of contracts and related documents; performance appraisals; updates to procedures manual.
• Templates/technical information: update templates, handle Xplan queries, staff training on Xplan and related systems.
• Xplan and related advice systems: identify and implement projects to enhance automation; liaise with Xplan teams.
• Staff training: bi-monthly paraplanning training on Xplan and related topics.
• Client matters: Wealth Management Plans, file preparation for meetings, Records of Advice, tax calculations when required.
• Risk assessments and quotes: personal/business protection, drafting proposals, reconciliations, plan actions, estate planning calculations.
• Specimen agreements: wills, living wills, power of attorney, loan agreements, living annuity revisions.

Skills

Advanced financial planning

Technical knowledge

Education

Degree and Post Graduate Diploma in Financial Planning

Tools

Xplan

Job description

JVR Software is seeking a Paraplanner with a Degree and Post Graduate Diploma in Financial Planning and 5+ years in financial planning. The role focuses on diary planning, workload management for paraplanners, and client file preparation including records of advice and tax calculations.

Responsibilities include staff recruitment processes, drafting contracts, updating procedures manuals, and advancing Xplan-related projects. Training and process improvements are key components of the position.