Paraplanner | Morningside, Durban

Our client, a Durban-based, investment-led financial planning business, is looking for a high-performing Paraplanner to join their expert team. This Morningside-based firm focuses on providing professional financial guidance to business people and their families, ensuring their wealth is grown and protected.

Key Responsibilities:

Research & Analysis: Conducting investigation, research, and information gathering on financial advice matters.

Report Drafting: Preparing client reports and Records of Advice (RoA) documents.

Quality Control: Checking the accuracy of policy schedules and client reports prepared by the admin team.

Compliance: Assisting with practice-wide compliance duties and adhering to FAIS and FICA standards.

Process Management: Managing the client review process and assisting in setting up advice and administration systems.

Stakeholder Liaison: Communicating with servi...