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