Executioner/ Paraplanner

People Dimension; Johannesburg; On-site; ZAR 133,920 - 200,880; Full time

Job summary

A leading financial services company based in Johannesburg is looking for an Executioner to implement client instructions accurately and efficiently after advisor meetings. This role involves preparing provider-specific paperwork, tracking submissions, and providing client feedback. Ideal candidates should have a BCom degree and experience as a paraplanner or administrator in a financial planning office. The position offers a salary package of R 12 000 – R 18 000 CTC per month.

Qualifications

• No previous experience is required.
• Previous paraplanner or administrator experience is preferred.

Responsibilities

• Implementing all client instructions accurately and efficiently.
• Tracking pending items, resolving queries, and providing feedback to the client.
• Preparing provider-specific paperwork and ensuring compliance requirements.

Skills

Attention to detail

Communication skills

Organizational skills

Education

BCom Degree

BCom Hons

Job description

Introduction

A leading company within the financial services sector, based in East Rand is looking for an Executioner.

The Executioner is responsible for implementing all client instructions accurately and efficiently after the advisor meeting, ensuring that submissions are complete, tracked, followed through, and communicated back to both the advisor and the client.

Duties & Responsibilities

The Executioner is responsible for implementing all client instructions accurately and efficiently after the advisor meeting, ensuring that submissions are complete, tracked, followed through, and communicated back to both the advisor and the client.

Practical responsibilities

Pre-Submission

• receive and interpret advisor instructions
• review meeting outcomes and notes
• check supporting documents
• prepare provider‑specific paperwork
• ensure compliance requirements are met
• identify outstanding items before submission

Submission

• capture and submit all instructions accurately
• upload documents to provider portals
• send formal instructions where required
• log submissions on CRM/workflow systems
• record expected turnaround times

Follow‑up

• track all pending items
• follow up with providers, admin teams and clients
• resolve rejections, queries and outstanding requirements
• escalate urgent matters to the advisor or manager

Completion

• confirm implementation has been finalised
• provide feedback to client
• update the advisor
• close the case on the system
• ensure all documents are saved correctly

Desired Experience & Qualification

Minimum & ideal qualifications:

• BCom Degree
• BCom Hons

Minimum & ideal previous experience:

• No experience

• Previous paraplanner or administrator experience at an actual Financial Planning office (not head office)

Package & Remuneration

R 12 000 – R 18 000 CTC pm.