A Paraplanner

Job Placements; Johannesburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A recruitment agency in Johannesburg seeks a candidate to work closely with Wealth Managers to deliver tailored investment solutions. Responsibilities include implementing investment strategies, building client relationships, and analyzing portfolios. Ideal candidates should have a BCom or CFP qualification and a solid understanding of financial planning. This role offers a chance to thrive in a professional, forward-thinking environment.

Qualifications

• Previous experience in financial planning or with local/offshore investments is advantageous.

Responsibilities

• Implement investment strategy changes as instructed by the Financial Planner.
• Execute chosen investment plans and ensure accurate processing.
• Build strong client relationships and attend client meetings when required.
• Schedule and coordinate future planning sessions with clients.
• Review and analyze investment portfolios, asset allocations, and risk profiles.

Skills

Solid understanding of the financial planning process

Ability to work within structured business processes

Self-driven with the ability to deliver quality work independently

Exposure to technical areas such as pensions and long-term care

Education

BCom or CFP qualification

Job description

In this role, you'll work closely with Wealth Managers and Administrators to deliver exceptional service and tailored investment solutions to clients. If you're passionate about investments and want to be part of a professional, forward-thinking environment, this could be the perfect opportunity for you.

Key Responsibilities

• Implement investment strategy changes as instructed by the Financial Planner
• Execute chosen investment plans and ensure accurate processing
• Build strong client relationships and attend client meetings when required
• Schedule and coordinate future planning sessions with clients
• Review and analyze investment portfolios, asset allocations, and risk profiles

Education & Experience Requirements

BCom or CFP qualification

Previous experience in financial planning or with local / offshore investments is advantageous

Key Skills

• Solid understanding of the financial planning process
• Ability to work within structured business processes
• Self-driven with the ability to deliver quality work independently
• Exposure to technical areas such as pensions and long-term care will be beneficial

If you are interested in this opportunity, please apply directly.