Paraplanning Assistant - Randburg
HC Recruit
- R Undisclosed
- Permanent Senior position
-
Midrand
- Posted 01 Dec 2025 by HC Recruit
- Expires in 29 days
-
Job 2628589 - Ref DBN000200
About the position
DBN000200 - Paraplanning Assistant - Randburg
Purpose of the Job:
To assist with day-to day administration, customer service, relationship management, research, operational tasks, and internal advice services to Wealth Managers.
Required Qualifications & Experience
- Bachelor's Degree or Diploma - Advantageous
- Minimum of 2 years' experience in a similar position
- Must be willing to travel to see clients with the Manager
- Must have an excellent grasp of Microsoft Office Suite (Word, Excel, Powerpoint etc)
- Must meet Fit & proper requirements
Technical Tasks, Competencies & Experience:
- Updating and timeline management for client reviews -provide historical context to clients in relation to advice journey
- Financial market and fund research.
- Maintaining client’s files and records
- Taking Minutes of meetings
- Preparation of meeting packs
- Risk Management record keeping compliance and monitoring of all risk products offered
- Analysis on Portfolios
- Operational and Regulatory Reporting
- Telephonic and email query resolution
- Assistance with compliance officer visits
- General office management duties and/or administrative tasks that may be required from time to time
Behavioural Competencies:
- Must be able to work autonomously
- Excellent verbal and written communication skills in English
- Enthusiastic
- Attention to detail
- High ethical Standards
Please note, only shortlisted candidates will be contacted. If you do not hear from us within the next 2 weeks, please consider your application as unsuccessful
Desired Skills:
- paraplanner
- paraplanning
- assistant paraplanner
HC Recruit
About the agency
Hewitt Colenbrander Recruitment was launched in March 2006 and specialises in recruiting and headhunting for companies needing to fill financial, managerial or IT positions in a variety of industries. The directors of the company are Brian Hewitt and Steve Colenbrander.
Brian Hewitt is a B.Sc. Agric (University of Natal) and MBA (University of Cape Town) graduate with managerial experience in the agribusiness, banking and hospitality industry having worked in Zimbabwe and South Africa.
Steve Colenbrander is a B.Com (University of Natal) graduate and founded Colenbrander Incorporated which has grown into a sizeable and well respected Pietermaritzburg accounting firm with clients situated all over KZN.
A critical success factor for business is to employ the right people. Incorrect placements inhibit organisational productivity and can lead to conflict in the work place. Achieving a 'best fit' between company, position and employee are therefore vital for employer and employee alike.
We aim to do this, by understanding our clients - their culture, structure, systems and strategy. We also endeavour to understand the external business environment in which our clients operate. This makes achieving 'best fit' more probable.
Understanding our candidates will be achieved by researching their backgrounds, interviewing them and knowing their aspirations. Where necessary, we will use psychometric profiling. We will then target the organisation and position to which we feel they are best suited.
A 'best fit' between client and candidate, will enable us to add long term value to our clients in a mutually beneficial business partnership.
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