SUMMARY:
A boutique private wealth management firm is seeking a highly organised and detail-driven Paraplanner to provide comprehensive administrative and operational support to a team of 3 Wealth Managers.
POSITION INFO:
This role requires an individual with a deep sense of accountability, strong compliance awareness, and exceptional multitasking ability, within a fast-paced, client-centric environment.
Key Responsibilities:
- Provide administrative support to the Wealth Managers, including scheduling, diary management, meeting coordination, and travel arrangements.
- Maintain accurate client records and ensure compliance with FSCA, FICA, and FAIS regulatory requirements.
- Oversee the onboarding process of new investment clients, ensuring that all documentation and compliance steps are completed accurately and timeously.
- Liaise with service providers to facilitate account openings, investment switches, and top-ups.
- Prepare reports, review packs, and policy schedules ahead of client meetings.
- Monitor and follow up on outstanding items, proactively resolving discrepancies and escalating issues where necessary.
- Provide efficient communication and problem-solving support to Wealth Managers, clients, and internal departments.
- Support the team with ad hoc administrative and compliance-related tasks to ensure operational excellence.
Profile:- Minimum Matric, with 2–3 years’ experience in investment administration or a similar role within financial services.
- Strong understanding of FICA, FAIS, and FSCA requirements.
- High proficiency in Microsoft Excel, with solid skills in Word, PowerPoint, and Outlook.
- Exceptional attention to detail, numerical accuracy, and the ability to manage multiple priorities under pressure.
- Strong interpersonal and communication skills, both written and verbal.
- Proactive, self-motivated, and able to work independently while contributing to a collaborative team culture.
Attributes for Success:- Upholds confidentiality, integrity, and professionalism in all dealings.
- Demonstrates commercial awareness and sound judgment in decision-making.
- Driven by excellence, with a passion for delivering outstanding client service.
- Brings energy, initiative, and a commitment to continuous improvement.
If you are a meticulous professional with a passion for wealth management administration and want to contribute to a growing, high-performing team, we’d love to hear from you.
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For more information, contact:
Angelique Jardim
Specialist Recruitment Consultant
