A Paraplanner

Description:

This opportunity sits within a respected and professional wealth management business known for its disciplined investment approach and client-centric culture. The successful candidate will play a key role in supporting the Wealth Manager by delivering consistent, high-quality paraplanning and administrative support.

You will be involved in portfolio implementation, client onboarding, and the preparation of proposals, reviews, and reports, while also maintaining ongoing oversight of the investment book. Regular client interaction forms part of the role, ensuring smooth processes, clear communication, and timely resolution of queries.

This role is well suited to someone who values accuracy, structure, and professional growth, and who wants to build a long-term career within investments and wealth management.

Key Responsibilities:

• Provide paraplanning and administrative support to the Wealth Manager and their team
• Assist with portfolio implementation and ongoing maintenance of client investment portfolios
• Support client onboarding processes and ensure compliance with regulatory requirements
• Prepare and deliver proposals, client reviews, and investment reports
• Liaise with clients to provide updates, clarify processes, and resolve queries
• Ensure accurate record-keeping and oversight of the investment book
  Job Experience and Skills Required:
  
  • Education:
  • Bachelors degree in Finance, Investments, or a related field
• Honours degree advantageous

CFP completed or in progress will be advantageous Experience: Minimum of 2 years experience within the investment or wealth management industry Skills & Competencies: Strong analytical and numerical skills with high attention to detail Demonstrated interest in financial markets, wealth management, and personal finance Ability to work under pressure, manage deadlines, and maintain a sense of urgency Strong professional communication skills Ability to work independently, take initiative, and solve problems effectively Proficient in Excel, PowerPoint, and Outlook Sound understanding of FICA and FAIS regulatory requirements
For more exciting Finance vacancies, please visit: