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Johannesburg: Paraplanner

Johannesburg: Paraplanner

Posted on 2025-07-23 00:00:00

Employer Unspecified
Category Accounting / Finance
Location Gauteng  / Johannesburg

Job Summary

A dynamic opportunity has opened up for a skilled Paraplanner to join a leading Private Clients team in Illovo, Gauteng. In this pivotal role, you’ll be responsible for the full administrative and compliance function, supporting a busy Wealth Managers growing investment and life book. If you’re a master of coordination and thrive in a structured, high-performance environment, then this is the role for you. Duties: Handle daily investment administration and client support functions Maintain accurate client records in line with compliance and FICA/FAIS requirements Liaise with service providers to manage account openings and investment processes Prepare documentation for client meetings, switches, top-ups, and reviews Provide high-quality support to Wealth Managers and their clients Manage diaries, schedule meetings, and prepare travel arrangements Requirements: Matric and 23 years experience in investment administration or a similar financial services role Relevant BCom Degree Strong understanding of FICA and FSCA regulatory requirements High-level proficiency in Excel, Word, PowerPoint, and Outlook Sharp attention to detail and excellent problem-solving abilities Professional communication skills and the ability to work independently under pressure

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Johannesburg: Paraplanner

Johannesburg: Paraplanner

Posted on 2025-07-23 00:00:00

Employer Unspecified
Category Accounting / Finance
Location Gauteng  / Johannesburg

Job Summary

You will need to work methodically, think strategically, and bring a high level of professionalism and care to all aspects of the client administration process. Key Responsibilities: Provide comprehensive paraplanning and administrative support to the Wealth Manager. Ensure that all investment and insurance new business is accurately recorded and processed timeously. Maintain and update client records and portfolios in line with FICA/FAIS and internal compliance protocols. Prepare for client meetings, including compiling policy schedules, investment summaries, and review documents. Manage the Wealth Managers calendar, schedule meetings, and assist with client communication where required. Liaise with product providers to facilitate smooth onboarding, account openings, and policy transactions. Respond to client and internal queries via email and phone professionally and promptly. Process switches, top-ups, withdrawals, and other client instructions efficiently and accurately. Track outstanding requirements and follow up with the relevant stakeholders to ensure completion. Compile and submit documentation in line with compliance requirements. Provide general support in all areas relating to the investment book and day-to-day office management. Complete ad hoc tasks and assist with departmental needs when requested. Qualifications & Experience: Matric (Senior Certificate) essential A relevant tertiary qualification, such as a Diploma or Degree in Financial Planning, Investment Management, Finance or Business Administration highly advantageous 23 years’ experience in a paraplanning, client service, or investment administration role within the financial services industry Working knowledge of FICA , FAIS , and FSCA regulations Exposure to investment platforms, life insurance products, and CRM systems is beneficial Key Skills & Competencies: Exceptional administrative and organisational skills High attention to detail and accuracy Proficient in Microsoft Office Suite, especially Excel Strong numerical and analytical ability Ability to work under pressure and meet tight deadlines Professional verbal and written communication skills Ability to build and maintain strong internal and external relationships Self-motivated, takes initiative, and works well independently Service-orientated with a strong client focus If you are interested in this opportunity, please apply directly. For more finance jobs, please visit

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