Wealth Planning Paraplanner for HNW Clients

Nedbank; Durban; On-site; ZAR 300,000 - 550,000; Full time

Job summary

Nedbank Private Wealth in Durban is seeking a dedicated Paraplanner to support Wealth Managers in servicing existing and potential clients.

You'll perform portfolio reviews, prepare records of advice, and assist with financial projections while applying strong analytical and communication skills in a high-net-worth environment. This role emphasizes accuracy, discretion, and client-focused service.

Qualifications

• Bachelor degree in commerce, finance, investments or economics.
• RE5 certification is advantageous but not required.
• Matric/Grade 12 completed.

Responsibilities

• Perform portfolio reviews and prepare records of advice.
• Prepare financial projections where required.
• Understand investment and financial planning strategies for high-net-worth clients.
• Identify and follow through on client needs and requirements.
• Communicate clearly and professionally with clients, maintaining discretion.

Skills

Detail-oriented

Analytical thinking

Strong communication

Time management

Education

Bachelor of Commerce/Finance/Investments/Economics

RE5 certification (advantageous)

Matric/Grade 12

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

Nedbank Private Wealth in Durban is seeking a dedicated Paraplanner to support Wealth Managers in servicing existing and potential clients.

You'll perform portfolio reviews, prepare records of advice, and assist with financial projections while applying strong analytical and communication skills in a high-net-worth environment. This role emphasizes accuracy, discretion, and client-focused service.