Paraplanner

Network Recruitment; Johannesburg; On-site; ZAR 500 000 - 800 000; Full time

Job summary

A leading financial services firm in Johannesburg is seeking an experienced professional to work closely with Wealth Managers. The role involves implementing investment strategies, executing plans, and building strong client relationships. Candidates must have a BCom or CFP qualification and solid understanding of financial planning. This position offers a dynamic environment to engage with clients and enhance their investment experience.

Qualifications

• Solid understanding of the financial planning process required.
• Previous experience in financial planning or local offshore investments preferred.

Responsibilities

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

Skills

Understanding of financial planning process

Ability to work within structured business processes

Self-driven work ethic

Exposure to pensions and long-term care

Education

BCom or CFP qualification

Job description

In this role, youll 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.