Job Description

Salary: R23 000+ ( Based on experience)


We are looking for an experienced

Paraplanner

to join our client's dynamic wealth management team. The successful candidate will play a crucial role in supporting financial advisers by conducting research, preparing suitability reports, and ensuring compliance with FCA regulations. If you have a strong technical background in financial planning, excellent analytical skills, and a keen eye for detail, we'd love to hear from you!

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Key Responsibilities:

Conduct in-depth

research and analysis

on financial products, investment strategies, and tax planning solutions. Prepare

suitability reports

and financial recommendations in line with client objectives and regulatory requirements. Assist financial advisers with

client file preparation

, ensuring documentation is accurate and up to date. Perform

cash flow modelling

and investment risk assessments using financial planning software. Ensure all advice meets

FCA compliance standards

, including Consumer Duty and PROD regulations. Liaise with clients, product providers, and internal teams to gather necessary information. Keep up to date with industry trends, regulatory changes, and professional qualifications.
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Requirements:

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Qualifications:

Level 4 Diploma in Regulated Financial Planning

(CII or LIBF) - essential. Certificate in Paraplanning (CII) or Diploma for Financial Advisers (DipFA) - preferred. Working towards Chartered Financial Planner status (Level 6) - desirable. Strong understanding of

FCA compliance, tax planning, pensions, investments, and protection products

.
####

Experience:

Minimum 3 years of experience

in a paraplanning, technical support, or financial administration role.

Experience with high-net-worth (HNW) clients

and complex financial planning cases - preferred. Familiarity with financial planning software such as

CashCalc, Voyant, Truth, or Intelligent Office (Intelliflo)

. Strong knowledge of

investment products, tax wrappers (ISAs, SIPPs, trusts), pensions, and estate planning

.
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Key Skills & Attributes:

?

Analytical Thinking:

Ability to assess financial data and develop strategic recommendations.

?

Attention to Detail:

Ensuring accuracy in financial reports and compliance documentation.

?

Strong Communication:

Excellent written and verbal skills to clearly convey complex financial information.

?

Time Management:

Ability to manage multiple cases and meet deadlines.

?

Ethical Integrity:

Commitment to confidentiality and regulatory standards.

?

Tech-Savvy:

Comfortable using financial planning software and CRM tools.

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What We're Looking For:

? A

proactive problem solver

who can work independently and as part of a team.

? Someone passionate about

financial planning and wealth management

.

? A

detail-oriented individual

who thrives in a fast-paced, client-focused environment.

? A

collaborative team player

who can liaise effectively with advisers and clients.