Johannesburg: Paraplanner (JHB) posted by Datafin
Posted on 2025-06-07 00:00:00
| Employer | Datafin |
|---|---|
| Category | Other IT/Computer |
| Location | Gauteng / Johannesburg |
Job Summary
Johannesburg – Gauteng – South Africa
- Attend partner and client meetings alongside the Wealth Manager to support the fact-finding process and provide technical expertise.
- Build and maintain strong relationships with partners and clients, acting as a key point of contact for technical queries and support.
- Prepare high-quality, compliant suitability reports and financial plans.
- Conduct in-depth research and analysis to meet the clients needs.
- Collaborate with the wealth manager to develop bespoke financial planning strategies based on client needs and objectives.
- Review and analyse existing client arrangements and recommend suitable adjustments.
- Ensure all advice and documentation adheres to regulations and internal compliance standards.
- Action requests received from your dedicated Wealth Manager/s in a timely manner.
- Manage and capture prospect leads on the CRM system.
- Ensuring all client information and documentation is easily and readily accessible on SharePoint.
- Update and manage CRM systems – Loading new business, switches, and top-ups.
- Handle and solve client inquiries.
- Respond to client emails in a timely and professional manner.
- Prepare and implement investment proposals.
- Gathering FICA and FAIS documents from new and existing clients.
- Prepare onboarding documents – Due Diligence, Mandates, Record of Advice, etc.
- Following up on new business applications and transactions in progress – ensuring they are completed in a timely manner.
- Submit outstanding requirements as received from the internal accounts team and service providers.
- Following the company’s internal compliance requirements and guidelines to ensure compliance with the FSCA.
- Action payment instructions and ensure they are completed according to the SLAs.
- Maintenance of existing business – Switches, withdrawals, additional investments, etc.
- Prepare and distribute monthly/quarterly/annual statements/ tax certificates to clients.
- Account Opening – Submitting various institutional investment accounts for opening.
- Forex trades – Requesting FX conversions for offshore investments (i.e., ZAR to USD)
- Loading and sending documents to clients VIA DocuSign.
- Prepare investment review documents.
- Maintain Service Level agreement deadlines
- Competency with MS Office and MS Teams (essential)
- Relevant Bachelors degree
- Relevant RE exam qualifications would be an added advantage.
- Proven experience in a paraplanning role, ideally at a senior level.
- Passionate about delivering exceptional client service.
- High level of accuracy and attention to detail.
- Strong written and verbal communication skills.
- Organised, proactive, and capable of managing multiple priorities under pressure.
- Strong client-facing experience and confidence in engaging with clients directly.
- Excellent knowledge of products
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