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My client from a well-established and fast growing Financial Services concern is seeking a Paraplanner to join their team based in Durban, Umhlanga.

Duties & Responsibilities


Preparation of Records of Advice for both Local and Offshore Investments and Long-Term Assurance
Preparation of Financial Plans (Death, Disability, Retirement and Estate)
Investment Portfolio and underlying Fund Investigations and formulating of ideas for recommendations
Client portfolio investigations (both investment and risk products)
Keeping abreast of the changing tax and legal environment
Once recommendations are finalised with the Financial Planner, communicate with the Administration Manager for the correct paperwork to be prepared. Once paperwork is completed, ensure it is correct in accordance with the deal sheet and recommendation.

Desired Experience & Qualification


CFP® Professional or Postgraduate Diploma in Financial Planning and FPI Competency Exam – complete or in progress
Broad knowledge of global financial markets is desirable
Financial planning industry experience is preferable

Package & Remuneration

To be advised

Interested and qualified candidates may send CV’s to

Reference Number: JM 49016

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