Job Summary
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.
Minimum Requirements:
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
Key Competencies:
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
Key Responsibilities:
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
Remuneration:
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.
About
Specialists in Civil, Structural, Mechanical Engineering, Information Technology, Mining, Manufacturing and Finance Careers! Hire Resolve is one of the larger and more agile South African recruitment companies that focus on placing professionals and skilled people in permanent employment and contract employment. We prefer and focus on working with top quality professionals and candidates in South Africa and Africa. Hire Resolve has successfully placed Engineering, Mining, IT, Manufacturing and Finance professionals with top firms across the Western Cape, Eastern Cape, KwaZulu Natal, Gauteng and in Africa. Hire Resolve has assisted candidates to find jobs at over 100 JSE listed companies of which many are global companies with offices and operations in South Africa and Africa. It is for this reason that we are well respected in the industries we operate in and in the recruitment industry.
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