Paraplanning Lead - Financial Planning & Xplan Expert

Headhunters; Kloof; On-site; ZAR 400,000 - 620,000; Full time

Job summary

Headhunters in KwaZulu-Natal, South Africa seeks an experienced financial planning professional to lead paraplanning activities and related processes within the Wealth Management workflow.

The role focuses on diary planning, staff training on Xplan, client file preparation, and coordinating with advisers and paraplanners to ensure efficient service delivery and accurate documentation.

Qualifications

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

Responsibilities

• Diary planning with regular discussions with advisers and instructions to reception.
• Manage recruitment processes: liaising with agents, conducting interviews, and handling staff onboarding/offboarding.
• Draft contracts and related documents; conduct performance appraisals.

Skills

Paraplanner coordination

Xplan expertise

Staff training

Education

Degree and Post Graduate Diploma in Financial Planning

Tools

Xplan

Job description

Headhunters in KwaZulu-Natal, South Africa seeks an experienced financial planning professional to lead paraplanning activities and related processes within the Wealth Management workflow.

The role focuses on diary planning, staff training on Xplan, client file preparation, and coordinating with advisers and paraplanners to ensure efficient service delivery and accurate documentation.