Are you an analytical, detail-driven paraplanning professional looking to grow your career within a highly respected wealth management practice? Our client is seeking a fully bilingual (English and Afrikaans) Paraplanner to provide end-to-end technical, compliance, and research support to a busy financial adviser.
Responsibilities:
Financial Analysis & Planning: Gather and analyze client financial information (income, expenses, assets, liabilities, insurance, investments, and retirement provisions) to draft comprehensive financial plans, cash flow models, and risk recommendations.
Compliance & Documentation: Draft Records of Advice (ROA) and compliance documentation adhering strictly to FAIS/FSCA requirements and internal practice standards.
Research & Product Comparison: Conduct product and fund research across various providers, obtaining quotes, policy documentation, and illustrations.
Client Reviews & Admin Support: Prepare client review packs, assist with implementation, maintain CRM records, and support annual tax and provisional tax calculations.
Requirements:
Qualifications: CFP designation, or actively studying towards a CFP®, is required.
Experience: Minimum 2 - 3 years of experience in a paraplanning or financial advice support role within financial services. Strong foundation in investment, retirement, risk, and estate planning principles.
Language (Essential): 100% fluency in both Afrikaans and English (written and spoken) to effectively serve an established bilingual client base.
Technical Skills: Strong proficiency in MS Office (especially Excel), familiarity with financial planning software, and exposure to FAIS/FSCA compliance guidelines.
Key Attributes: Exceptional attention to detail, strong numerical/analytical capabilities, excellent report-writing skills, and the discretion needed to handle sensitive client data.