Para Planner

We are seeking a dedicated and detail-oriented Paraplanner to join our Wealth Planning division. The successful candidate will play a key role in supporting Wealth Planners and Financial Advisors by preparing comprehensive financial, estate, and risk analyses that help clients achieve their long-term financial goals. This role offers the opportunity to apply strong analytical and technical skills in a professional environment, contributing directly to high-quality financial planning outcomes.

Responsibilities

• Consolidate and summarize client policies and investments.

• Prepare financial and tax calculations, including estate and risk analyses.

• Assess clients’ capital and income needs in the event of death, disability, illness, or retirement.

• Identify appropriate investment vehicles and structures to minimize estate duty and tax implications.

• Draft comprehensive estate and risk reports, including tax and financial annexures.

• Advise on suitable investment options and risk products.

• Liaise with internal and external stakeholders, including financial planners, brokers, and investment consultants.

• Ensure reports and proposals are completed within three business days.

• Monitor relevant legislation impacting estate planning.

Requirements 

• Bachelor’s degree in Finance, Accounting, or Investment Management (essential).

• Postgraduate Diploma in Financial Planning (CFP) and/or Advanced Diploma in Estate Planning (advantageous).

• Minimum of 1 year of estate planning experience.

• Advanced proficiency in Microsoft Excel and Word.

• Experience with financial planning software (e.g., Elite Wealth).

• Strong analytical, technical, and report-writing skills.

• Excellent attention to detail, accuracy, and time management.

• Self-driven, proactive, and a strong team player.

• Fluent in English and Afrikaans.

Benefits