Paraplanner

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.

• 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.

• 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.