Description

Combined Wealth, a proud franchise of Fairbairn Consult, is
looking for an energetic and motivated Paraplanner/Financial Planner to
join our growing team.

Who are we?

Combined Wealth is well established franchise operating
under the well-established Fairbairn Consult group. Fairbairn Consult is one of South Africa’s leading financial services practices, providing comprehensive wealth management, investment, retirement, fiduciary and risk planning solutions through a national network of professional advisers.

We are committed to delivering exceptional advice and outstanding client service while creating an environment where our team members can grow professionally.

The Role

As a Paraplanner, you will work closely with our financial adviser
to deliver high-quality financial planning support and ensure an exceptional
client experience.

Key Responsibilities

● Prepare comprehensive financial planning reports and recommendations.

● Analyse client financial information.

● Assist with retirement, investment, risk and estate planning recommendations.

● Prepare quotations and product comparisons.

● Liaise with product providers and administrators.

● Assist with client reviews and ongoing servicing.

● Ensure compliance with regulatory and administrative requirements.

● Maintain accurate client records and documentation.

Requirements

● Strong understanding of investments, retirement planning, risk products and financial planning.

● Experience with financial planning software and Microsoft Office.

● Excellent analytical, organisational and communication skills.

● High attention to detail and ability to work independently.

● Relevant financial planning qualifications will be advantageous.

What We Offer

● Opportunity to work within a respected and growing financial planning practice.

● The backing and support of the Fairbairn Consult network.

● A professional and collaborative working environment.

● Competitive remuneration based on experience.

● Opportunities for ongoing professional development and career growth.

Please Send your resume/CV