Hire Resolve – Top Recruitment Agency
Ticking All Your Recruitment Needs
Ticking All Your Recruitment Needs
Location: Durban
Employment Type: Permanent (with a 6-month probation period)
Working Hours: 08:00 – 16:30, on-site
An 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, compliance, and investment-related services.
Matric certificate
Minimum of 5 years’ experience at a CAT I Financial Services Provider (FSP)
Exposure to investments, long-term insurance, employee benefits, medical aid, and gap cover
Solid knowledge of financial advice and investment solutions
Proficient in MS Office (especially Excel, Word, Outlook)
Experience with financial planning CRMs (e.g., AtWork, EliteWealth, Xplan)
Must be based in Durban and able to work from the office full-time
Understanding of FAIS, FICA, and financial services compliance
High attention to detail and accuracy
Strong analytical and mathematical ability
Excellent communication and writing skills
Team-oriented mindset and professionalism
Effective time management and ability to meet deadlines
Adaptability and willingness to support evolving team and client needs
Conduct research and gather information for financial advisors
Verify accuracy of policy schedules and client documentation
Draft client reports and advice documentation
Support with compliance and client review processes
Collaborate with advisors, clients, service providers, and team members
Assist in developing systems, templates, and processes to enhance service delivery
Contribute to the overall client engagement strategy
Target Gross Monthly Salary: (based on experience and skillset)
Includes an annual performance-based bonus via a profit share incentive scheme
Contact Hire Resolve for your next career-changing move.
Our client is offering a highly competitive salary for this role based on experience.
Apply for this role today — contact Lidene Pienaar at Hire Resolve or on LinkedIn.
You can also visit the Hire Resolve website: hireresolve.us or email us your CV: financialcareers@hireresoolve.us
We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.
