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Johannesburg North: Paraplanner posted by Network Finance

Johannesburg North: Paraplanner posted by Network Finance

Posted on 2025-07-30 00:00:00

Employer Network Finance
Category Other Legal
Location Gauteng  / Johannesburg North

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 Manager’s growing investment and life book. If you’re a master of coordination and thrive in a structured, high-performance environment- 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 2–3 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

Click Go Apply to apply online!


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Johannesburg North: Paraplanner posted by Network Finance

Johannesburg North: Paraplanner posted by Network Finance

Posted on 2025-07-30 00:00:00

Employer Network Finance
Category Other Legal
Location Gauteng  / Johannesburg North

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 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 Manager’s 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 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
  • 2–3 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
View Job  Gauteng: Dealer Principal - Gauteng, Northern Suburbs posted by Mototeam (Pty) Ltd

If you are interested in this opportunity, please apply directly.  For more finance jobs, please visit
www.********.co.za
 
If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.
 
We also invite you to contact us to discuss your next career move in finance!
 
For more information, contact:
Angelique Jardim
Specialist Recruitment Consultant

Click Go Apply to apply online!


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You'll receive alerts for new jobs in Johannesburg North, Gauteng

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