Senior Paraplanning & Wealth Planning Lead

Headhunters recruitment; Kloof; On-site; ZAR 900,000 - 1,300,000; Full time

Job summary

Headhunters recruitment in KwaZulu-Natal seeks an experienced Head of Para-Planning to lead paraplanning, staff development, and performance management from our Kloof (Upper Highway) Durban office. The role integrates hands-on paraplanning with wealth management, risk, tax and estate planning, supported by Xplan and related systems.

The successful candidate will manage a team, optimise processes, train staff, draft contracts, and drive performance appraisals.

Qualifications

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

Responsibilities

• Manage paraplanning function and staff development.
• Oversee delivery of financial planning support to advisers.
• Lead Xplan projects and process improvements.
• Handle recruitment processes and staff appraisals.
• Maintain procedures manuals and training programs.
• Coordinate client wealth plans and records of advice.

Skills

Paraplanning

Staff management

Xplan

Wealth management

Training

Education

Degree and Post Graduate Diploma in Financial Planning

Tools

Xplan

Job description

Headhunters recruitment in KwaZulu-Natal seeks an experienced Head of Para-Planning to lead paraplanning, staff development, and performance management from our Kloof (Upper Highway) Durban office. The role integrates hands-on paraplanning with wealth management, risk, tax and estate planning, supported by Xplan and related systems.

The successful candidate will manage a team, optimise processes, train staff, draft contracts, and drive performance appraisals.