Para Planner

Verso Wealth Bellville is looking for a self-managed, self-motivated, and coachable individual to join the team as a Paraplanner.

QUALIFICATIONS AND EXPERIENCE
The ideal candidate should:
• Hold a relevant degree and preferably have a Postgraduate Diploma in Financial Planning or are busy studying towards it;
• Have approximately 5 years of relevant experience in the financial planning and wealth management industry, ideally in a support role with a Financial Planner;
• Be proficient in using CRM and financial planning tools;
• Proficient in financial planning software and Microsoft Office applications ;
• Meet fit and proper requirements;
• Be fluent in English and Afrikaans demonstrating strong verbal and written communication skills;
• Being a Certified Financial Planning ® professional will be an advantage;

KEY DUTIES & RESPONSIBILITIES:
Responsibilities include:
• Research advice-related issues to support client recommendations, financial plans, and Records of Advice;
• Upload client financial information onto the software system and prepare planning scenarios for Financial Planners;
• Prepare and draft detailed, personalised, holistic financial and investment plans;
• Draft Record of Advice (ROA) documents for Financial Planners;
• Assist Financial Planners with the client review process, including the preparation of review
documentation and follow-up actions;
• Take minutes of client meetings when required to accurately record discussions, recommendations, and action items.

PERSONAL ATTRIBUTES:
• Client centric – the ability to develop and maintain relationships with internal and external clients;
• Positive attitude, enthusiastic and friendly;
• Organized, diligent and meets deadlines;
• Ability to work independently as well as part of a team;
• High ethical standards;
• Demonstrate excellent listening skills;
• Adaptable and willing to learn and develop professionally;
• Committed to compliance, regulatory requirements, and best practices;
• Strong attention to detail and accuracy;
• Excellent analytical and problem-solving skills.

TO APPLY:

Those that meet the above-mentioned requirements, and/or have other proven relevant skills or qualifications, should submit a detailed CV for the attention of Ms. K Smit to e-mail careers02@verso.co.za by no later than 17 July 2026.
Should you not receive a response from us by 31 August 2026, accept that your application was unsuccessful.