Paraplanner

SUMMARY:
Location: Port Elizabeth, Eastern Cape, South Africa
Reporting Line: Financial Planner(s)
Closing date for submissions: 16 November 2026

Purpose
Support the Financial Planner(s) when informing and advising clients on financial strategies, plans and products.

Key responsibilities

• Attend client meetings with HNWIs, assist with client presentations, record client data, and liaise with clients by telephone, letter and email
• Research and analyse client needs and objectives, including cash flow models and financial products, and present the technical data to the Financial Planner(s)
• Compile financial plans, recommendations and suitability reports, and build financial planning solutions (investment, retirement, tax and estate planning) supported by computer models
• Prepare client reviews, including updated cash flow models, investment performance reviews, and supporting reports and discussion documents
• Handle FCA/FSCA regulations and other regulatory issues, track changes to them and to wider legislation and industry developments, oversee administration needed for regulatory compliance, and work with administrative staff so provider forms are prepared and clients are kept updated

• Financial Planning qualification
• RE1 qualification highly advantageous
• Valid driver's license and own vehicle (essential)
• Only open to SA citizens with clean criminal and credit history

• Travel for client visits may be required, including outside office hours.
• Additional reasonable duties may be required to meet business needs.

POSITION INFO:
Paraplanner