Job Description
About the Role
We are seeking a highly experienced Client Relationship Specialist/Paraplanner to join our Wealth Management team in Johannesburg. The ideal candidate will have extensive experience working with high-net-worth and ultra-high-net-worth clients, as well as a strong understanding of financial markets and instruments.
Key Responsibilities
- Service existing clients within an allocated Wealth Specialists team, delivering a high standard of client care.
- Build and maintain strong, trust-based relationships with private wealth clients.
- Understand client needs and provide appropriate product and service solutions.
- Conduct client reviews to assess current portfolios, identify needs, and make recommendations.
- Contribute to the achievement of monthly Funds Under Management (FUM) targets as part of the team.
- Attend to all client queries and requests timeously and professionally, ensuring exceptional service delivery.
- Handle, maintain, and track all leads received by the Wealth Specialist team, ensuring timely follow-up in line with company guidelines.
- Maintain, reconcile, and submit daily reconciliation templates and team figures accurately.
- Engage with all allocated clients in accordance with company standards and guidelines.
- Ensure full and effective utilization of the companys CRM system (XPlan).
- Schedule and confirm appointments for the Wealth Specialist, ensuring all required documentation is prepared.
- Review deal packs and will applications for completeness and accuracy before submission to the Regional Administration Manager.
- Assist in resolving outstanding requirements to ensure successful deal completion.
- Maintain a thorough understanding of all company product offerings.
- Ensure adherence to all regulatory requirements, including FSCA and FAIS Act guidelines, and manage complaints and terminations in a compliant and client-focused manner.
Requirements
- 10 years experience as a Private Client Wealth or Relationship Manager.
- Experience working with high-net-worth and ultra-high-net-worth clients in investment advisory, financial planning, and estate planning.
- Grade 12 (Matric).
- Recognized FSCA-approved tertiary qualification.
- Postgraduate Diploma in Financial Planning (PGDFP) (advantageous).
- RE5 certification (required).
- Valid Financial Services Provider (FSP) license, including Category 1.
- Proficient in Microsoft Office.
- Computer literate and technologically savvy.
- Valid drivers license.
- Fluent in verbal and written English and Afrikaans.
Qualifications
- Recognized FSCA-approved tertiary qualification.
- Postgraduate Diploma in Financial Planning (PGDFP).
- RE5 certification.
- Valid Financial Services Provider (FSP) license, including Category 1.
Salary & Benefits
- Market-related salary.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Accounting / Finance Jobs in Gauteng
In Gauteng, South Africa, the accounting and finance industry is a significant sector, offering various career opportunities for professionals with the right skills and qualifications. Typically, this field is driven by the growth of multinational corporations and local businesses in industries such as technology, financial services, and manufacturing. As a result, job seekers can expect to find a diverse range of roles available, from entry-level positions to senior leadership roles.
When it comes to salary expectations, accounting and finance professionals in Gauteng can generally expect to earn salaries that fall within broad ranges. Typically, salaries for entry-level roles start around R400 000 – R600 000 per annum, while more senior roles can command salaries ranging from R1 million to over R3 million per annum, depending on factors such as experience, company size, and industry sector. However, it’s essential to note that these are broad ranges, and actual salaries may vary widely.
Common skills required for accounting and finance roles in Gauteng include strong technical knowledge of financial management principles, analytical and problem-solving skills, attention to detail, effective communication skills, and proficiency in financial software and systems. Additionally, many employers also value candidates with experience in budgeting, forecasting, and financial analysis. In some cases, a degree or diploma in accounting, finance, or a related field may be required.
Industries that commonly employ accounting and finance professionals in Gauteng include the financial services sector, technology industry, manufacturing sector, and public sector entities. These sectors require skilled professionals to manage their finances, prepare budgets, and provide strategic guidance on financial matters. Job seekers can expect to find opportunities across these sectors, from small businesses to large multinational corporations.
For those interested in pursuing a career in accounting or finance, there are many development opportunities available. Typically, professionals in this field can progress to senior roles, such as financial manager or director of finance, after gaining relevant experience and developing their skills. Additionally, many employers offer training programs and mentorship opportunities to support the career development of their employees.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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