Paraplanner
Pro Talent · Durban, KwaZulu-Natal
Posted 30 October 2026
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- Join a dynamic team within a leading financial services company committed to excellence and client-centric solutions. Our client, a well-established organization in Durban, is seeking a dedicated Paraplanner to support their advisory team and ensure high-quality financial advice documentation.
What You'll Do
- Research and gather relevant information on financial advice matters for advisers.
- Draft comprehensive client reports and Records of Advice in collaboration with advisers and the Administration Manager.
- Review policy schedules and other client reports prepared by the administration team for accuracy and compliance.
- Support compliance duties and assist in coordinating the adviser client-review process.
- Liaise effectively with advisers, clients, service providers, and colleagues on advice-related projects.
- Contribute to the development of advice and administration processes, client-facing templates, and the client touchpoint strategy.
Requirements
- Matric certificate.
- Minimum of 5 years' experience in a similar role within the financial services industry.
- Strong research, report writing, and analytical skills.
- Financial Planning qualification or in progress of one (NQF5 Wealth Management at Minimum)
- RE5 preferred
- Excellent attention to detail and the ability to review documents for accuracy.
What We'll Give You
- Competitive salary of R35,000 - R45,000 per month (Cost to Company)
- Annual bonuses