Paraplanner

3 weeks ago

Durban, South Africa Warwick Wealth Full time

Job Description Warwick is an international investment house, known as ‘The Investment Specialists’, with a strong focus on unique products designed for quality investment services. Established in 2002, Warwick operates locally and internationally, ensuring client needs are met from day one. The company offers a diverse range of professional products under four categories: bespoke share portfolios, regulated collective investment funds, international asset management services, and trust services. Warwick's commitment to continual improvement highlights its dedication to exceptional client care and personalized financial solutions. This is a full-time on-site role for a Paraplanner located in Durban. The Paraplanner will be responsible for supporting financial advisors by conducting detailed research, preparing financial plans, analyzing data, and drafting reports. Day-to-day tasks include creating and updating client records, assisting with compliance checks, providing administrative support, and participating in client meetings. The role requires a meticulous approach to ensure accuracy and compliance with regulatory standards. Qualifications Experience in financial planning, research, and data analysis Strong understanding of compliance regulations and industry practices Excellent written and verbal communication skills Highly organized with strong attention to detail Proficiency in financial software and Microsoft Office Suite Ability to work independently and collaboratively in a team environment Bachelor’s degree in Finance, Economics, or a related field Relevant certifications such as CFP or similar are a plus Prior experience in the investment or wealth management industry is advantageous #J-18808-Ljbffr

  • Paraplanner

    2 days ago

    Durban North, South Africa F & G Sourcing Specialist Full time

    Our Financial Services client is currently seeking a **Paraplanner **with financial planning industry experience to join their company that is based in Durban. **Salary**: R10 000 - 12 500 per Month (Dependent on experience) **Requirements**: - Postgraduate Diploma in Financial Planning - FPI Competency Exam - complete or in progress - Broad knowledge of...

  • Paraplanner

    2 weeks ago

    Durban, South Africa F & G Sourcing Specialist Full time

    Our Financial Services client is currently seeking a Paraplanner with financial planning industry experience to join their company that is based in Durban. Purpose of the job: To provide support to the Financial Planner. **Requirements**: - Postgraduate Diploma in Financial Planning - FPI Competency Exam - complete or in progress - Broad knowledge of...

  • Paraplanner | Durban

    4 weeks ago

    Durban, South Africa Executiveplacements.Com - The Job Portal Full time

    Overview Location: Durban, South Africa Salary: Market Related SUMMARY: Paraplanner | Durban POSITION INFO: Main purpose of the job: Provide key support to the Financial Planner through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial wellbeing. Responsibilities Preparation of...

  • Paraplanner for Wealth

    7 days ago

    Durban, South Africa Warwick Wealth Full time

    A leading investment house is seeking a Paraplanner in Durban to support financial advisors through research and financial planning. The role demands a finance or economics degree, excellent analytical skills, and strong attention to detail. Candidates with relevant certifications and experience in wealth management will be favored. This full-time position...

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    6 days ago

    Durban, KwaZulu-Natal, South Africa Hire Resolve Full time R600 000 - R1 200 000 per year

    Location: Durban Employment Type: Permanent (with a 6-month probation period) Working Hours: 08:00 – 16:30, on-siteAn established financial planning practice based in Durban is looking for a professional, detail-oriented Paraplanner to join their high-performing team. This role is ideal for a candidate with strong experience in financial advice processes,...

  • Paraplanner

    3 weeks ago

    Durban, South Africa Network Recruitment Full time

    This role requires an individual with a deep sense of accountability, strong compliance awareness, and exceptional multitasking ability, within a fast-paced, client-centric environment.Key Responsibilities:Provide administrative support to the Wealth Managers, including scheduling, diary management, meeting coordination, and travel arrangements.Maintain...

  • Graduate Programme | Durban

    3 weeks ago

    Durban, South Africa The Recruitment Council Full time

    🚀Kickstart Your Finance Career🚀 (No experience required)A leading financial services firm in Kloof is seeking young individuals for a structured Adviser Development Programme (ADP).This is a focused programme designed to fast-track your career in financial advice and help enhance transformation within the industry.What the Programme Offers:Employment...

  • Paraplanner | Durban

    3 weeks ago

    Durban, South Africa The Recruitment Council Full time

    Main purpose of the jobProvide key support to the Financial Planner through professional, in-depth research and preparationof best practice solutions for client wealth creation and holistic financial wellbeing. Key responsibilities Preparation of Records of Advice for both Local and Offshore Investments and Long-TermAssurance Preparation of Financial...

  • Wealth Manager

    3 weeks ago

    Durban, South Africa nedbank Full time

    Business Unit - Nedbank Private and Wealth - High Net Worth Closing Date - 19 November 2025 Employment Equity Statement - Preference will be given to Applicants from Underrepresented Groups Job Family Investment Banking Manage Others (MO) FAIS Affected FAIS Affected - Yes Job Purpose To manage clients wealth needs through an ongoing advisory process to...

  • Wealth Manager

    2 days ago

    Durban, KwaZulu-Natal, South Africa Nedbank Full time R1 200 000 - R2 400 000 per year

    Job ClassificationRequisition Melissa CloeteBusiness Unit - Nedbank Private and Wealth - High Net WorthLocation - Nedbank Park Square Campus, Umhlanga, KZNClosing Date - 19 November 2025Employment Equity Statement - Preference will be given to Applicants from Underrepresented GroupsJob FamilyInvestment BankingCareer StreamAdvisoryLeadership PipelineManage...