Paraplanner

• Capturing and maintaining accurate client data and portfolio information.  
  
• Analysing client portfolios and running scenarios using Elite Wealth software.  
  
• Preparing quotations, application forms, and all supporting documentation.  
  
• Drafting clear, advisor -aligned Financial Needs Analysis reports.  
  
• Managing client reviews, including preparing analysis and coordinating review schedules.  
  
• Handling selected client service requests with timely follow -ups and strong administrative support.  
  
• Updating and maintaining client records while developing expert -level proficiency in Elite Wealth.  
  
• Growing technical expertise through continuous learning and mentorship from Certified Financial Planners
  

Requirements

• 5+ years’ experience in the financial planning profession.  
  
• RE5 (completed, or in progress with proof of registration).
  
• High levels of efficiency, structure, attention to detail, and accuracy.  
  
• Fluent in both written and spoken English.  
  
• Strong computer literacy and proficiency across modern software tools.  
  
• A genuine desire to contribute to a dynamic, high -performing team of CFP professionals.
  

• BCom degree and/or CFP designation.  
  
• Experience using Elite Wealth software
  

Benefits

• The position is office -based for the first 3 months, after which it transitions to a hybrid model (3 days in -office, 2 days remote) 
  
• Flexibility is available to accommodate the school run, this is with prior authorisation