Paraplanning Lead: Tech-Driven Ops & Team Growth

Pro Talent; Kloof; On-site; ZAR 508,000 - 608,000; Full time

Job summary

Pro Talent in Kloof, Durban, is seeking a Head of Paraplanning to lead and develop its paraplanning function. The role blends leadership, operational excellence, and hands-on technical paraplanning to support advisers.

You will mentor staff, optimize processes, and manage Xplan-enabled workflows, ensuring high-quality outputs while driving efficiency and continuous improvement across systems and templates.

Qualifications

• Bachelor's degree in a relevant field.
• Postgraduate Diploma in Financial Planning.
• Minimum of 5 years' experience in financial planning.
• Proven paraplanning experience within wealth management or advisory.
• Experience using financial planning software, preferably Xplan.

Responsibilities

• Lead, manage, and develop the paraplanning team.
• Provide technical guidance and mentoring to paraplanners.
• Oversee recruitment, onboarding, and performance management.
• Drive improvements to templates, processes, and systems (Xplan).
• Collaborate with advisers and support teams to ensure high-quality outputs.

Skills

Paraplanning

Leadership

Xplan

Excel

Education

Bachelor's degree

Postgraduate Diploma in Financial Planning

Tools

Microsoft Office

Xplan

Job description

Pro Talent in Kloof, Durban, is seeking a Head of Paraplanning to lead and develop its paraplanning function. The role blends leadership, operational excellence, and hands-on technical paraplanning to support advisers.

You will mentor staff, optimize processes, and manage Xplan-enabled workflows, ensuring high-quality outputs while driving efficiency and continuous improvement across systems and templates.