About the position
ENVIRONMENT:
Our client is a well-established provider of integrated financial services, including wealth and asset management. Operating through strong partnerships with professional firms, they offer expert investment guidance and holistic financial planning solutions. They are currently looking for a Paraplanner to support their wealth managers by handling back-office administration and ensuring a seamless client experience. A relevant Bachelor's degree is essential, along with strong skills in Microsoft Office and Microsoft Teams. Completion of the RE exam would be an added advantage.
DUTIES:
Provide world-class client experience to their clients by assisting wealth managers with all back-office administration: The successful applicant must:
- 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 client’s 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
REQUIREMENTS:
- Competency with MS Office and MS Teams (essential)
- Relevant Bachelor’s degree
- Relevant RE exam qualifications would be an added advantage.
- Proven experience in a paraplanning role, ideally at a senior level.
ATTRIBUTES:
- 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
While we would really like to respond to every application, should you not be contacted for this position within 10 working days please consider your application unsuccessful.
COMMENTS:
When applying for jobs, ensure that you have the minimum job requirements. Only SA Citizens will be considered for this role. If you are not in the mentioned location of any of the jobs, please note your relocation plans in all applications for jobs and correspondence. Apply here [URL Removed] e-mail a Word copy of your CV to [Email Address Removed] and mention the reference number of the job.
Desired Skills:
- Paraplanner
- JHB
- Financial Services
