Paraplanner

Role overview

ACG Growth Partners™ is recruiting an experienced Paraplanner on behalf of an established independent financial planning and wealth management practice in Gqeberha (Port Elizabeth).

The successful candidate will provide high-quality technical planning support to the practice’s Financial Advisers. The role covers research, financial plan preparation, review work, compliance documentation and the smooth implementation of client recommendations. The practice would prefer a CFP® professional, or a candidate actively progressing towards CFP® status, although this is not compulsory.

Key responsibilities

• Prepare and maintain comprehensive financial plans, review packs and supporting planning documentation.
• Conduct investment, retirement, risk and product research to support adviser recommendations.
• Prepare Financial Needs Analyses, Records of Advice and other compliant client documentation.
• Assist with annual and ad hoc client reviews, portfolio analysis and recommendation preparation.
• Support advisers with retirement, investment, risk, estate planning and related planning work.
• Coordinate new-business implementation and follow up with product providers and platforms.
• Maintain accurate client records and ensure files remain compliant with FAIS, FICA and internal requirements.
• Assist with local and offshore investment administration, switches, transfers and portfolio servicing where required.
• Liaise professionally with clients, advisers, product providers and internal stakeholders.
• Contribute to process improvement and efficient adviser support across the practice.

Minimum requirements

• At least three years’ relevant paraplanning or financial planning support experience.
• A relevant financial planning, wealth management or financial services qualification.
• Strong working knowledge of investments, retirement planning and risk products.
• Experience preparing compliant financial planning documentation and client review material.
• Strong attention to detail, numeracy and analytical ability.
• Excellent written and verbal communication skills.
• The ability to manage multiple adviser and client deadlines accurately.

Preferred qualifications

• CFP® designation or active progress towards CFP®.
• RE5.
• Postgraduate Diploma in Financial Planning or equivalent.
• Experience with Financial Needs Analyses and Records of Advice.
• Exposure to local and offshore investments, retirement products and estate planning support.
• Experience with adviser CRM, financial planning software and product-provider platforms.

Skills and competencies

• Strong technical and analytical financial planning ability.
• A high level of accuracy and attention to detail.
• Excellent planning, organisation and time management.
• A client-service mindset with strong written communication.
• The ability to work independently while supporting multiple advisers.

Personal attributes

A precise, technically minded paraplanner who exercises sound judgement and professional discretion, and whom several advisers can rely on at once without accuracy slipping.

Why this opportunity

• An established financial planning environment in Gqeberha.
• The chance to work closely with experienced advisers on sophisticated client cases.
• Broad exposure across investments, retirement, risk and holistic financial planning.
• A salary of up to R35,000 per month, depending on experience and qualifications.
• Longer-term professional development within a growing advisory practice.

Candidate information required

Please submit your latest CV together with:

• Current remuneration.
• Expected remuneration.
• Notice period and availability.
• RE5 status.
• Highest relevant qualification.
• CFP® status or progress towards CFP®.

All applications and initial discussions are handled confidentially. The client’s identity may be disclosed to shortlisted candidates at the appropriate stage of the recruitment process.