Paraplanner

SUMMARY:
Umhlanga. Working hours: 10h00 – 18h00.
Exciting opportunity exists for a detail-oriented Paraplanner to join a UK-based company expanding its operations in KZN. This role is ideal for a proactive individual passionate about financial planning, investment research and delivering excellent client service. Financial planning qualifications and sound regulatory knowledge is essential.

POSITION INFO:
Responsibilities will include supporting financial advisers, preparing financial plans and client reports, researching investment products, analysing client portfolios and maintaining accurate records. You will also assist with client reviews, risk profiling and compliance documentation, ensuring recommendations are suitable and meet regulatory requirements.

Requirements:

• Relevant financial planning qualifications and sound regulatory knowledge
• Strong Microsoft Office skills and the ability to learn new systems quickly
• Excellent written and verbal communication skills
• Exceptional attention to detail, organisation and time management
• Ability to manage multiple priorities and work effectively under pressure
• Strong interpersonal skills and a collaborative, proactive approach
• A commitment to ongoing learning and professional development