Paraplanner

Network Finance; Randburg; On-site; ZAR 320,000 - 520,000; Full time

Job summary

Network Finance is seeking a dedicated Paraplanner to support wealth planning activities in Randburg. You will assist the Wealth Manager in client meetings, prepare compliant reports, and develop tailored financial solutions with a focus on accuracy and regulatory compliance.

The role requires a relevant Bachelor's degree, Paraplanning experience, and strong knowledge of financial products. Proficiency with MS Office, Teams, and CRM tools is essential to deliver excellent client service.

Qualifications

• Bachelor's degree in finance or related field.
• RE qualifications advantageous.
• Paraplanning experience, preferably senior level.
• Strong client-facing experience in wealth management or financial planning.
• Excellent knowledge of financial products and planning principles.
• Proficiency in Microsoft Office and Teams.
• Strong regulatory and compliance understanding in financial services.
• Exceptional attention to detail and organisational skills.
• Excellent written and verbal communication abilities.
• Ability to manage multiple priorities while meeting deadlines.

Responsibilities

• Attend client and partner meetings with Wealth Manager to support planning discussions.
• Build and maintain strong client relationships and provide technical guidance.
• Prepare compliant suitability reports, financial plans and investment proposals.
• Conduct research to develop tailored financial planning solutions.
• Review existing financial structures and recommend strategies.
• Ensure advice and documentation comply with FSCA and internal governance.
• Manage prospect leads and maintain client information in CRM.
• Process new business applications and related transactions.
• Prepare onboarding docs, including due diligence and records of advice.
• Obtain and verify FICA and FAIS documentation.
• Coordinate investment account openings and offshore administration.
• Upload and distribute documentation via electronic signing platforms.
• Respond to client queries promptly with high service standards.

Skills

Paraplanning experience

Client-facing experience

Knowledge of financial products

Regulatory/compliance knowledge

MS Office

Microsoft Teams

Attention to detail

Written and verbal communication

Multitasking/ prioritisation

Education

Relevant Bachelor's degree

RE qualifications advantageous

Tools

CRM systems

Electronic signing platforms

Job description

If you are passionate about financial planning, thrive in a fast-paced environment, and enjoy building long-term client relationships, this could be the ideal next step in your career.

Key Responsibilities

• Attend client and partner meetings alongside the Wealth Manager to support financial planning discussions and the fact-finding process.
• Build and maintain strong relationships with clients and professional partners, providing technical support and guidance.
• Prepare compliant suitability reports, financial plans, and investment proposals.
• Conduct detailed research and analysis to develop tailored financial planning solutions.
• Review existing financial structures and recommend appropriate strategies aligned with client objectives.
• Ensure all advice and documentation complies with regulatory requirements and internal compliance standards.
• Manage prospect leads and maintain accurate client information within the CRM system.
• Process new business applications, investment switches, withdrawals, additional investments, and related transactions.
• Prepare onboarding documentation, including due diligence reports, mandates, records of advice, and supporting documentation.
• Obtain and verify FICA and FAIS documentation for new and existing clients.
• Monitor outstanding requirements and follow up on transactions to ensure timely completion.
• Action payment instructions and maintain agreed service level timelines.
• Prepare investment review documentation, client statements, and tax certificates.
• Coordinate investment account openings and assist with offshore investment administration, including foreign exchange transactions.
• Upload and distribute documentation through electronic signing platforms.
• Respond to client queries promptly while maintaining a high standard of client service.
• Ensure all activities comply with FSCA regulations and internal governance requirements.

Job Experience and Skills Required

• Relevant Bachelor's degree.
• RE qualifications will be advantageous.
• Proven experience in a Paraplanning role, preferably at a senior level.
• Strong client-facing experience within a wealth management or financial planning environment.
• Excellent knowledge of financial products, investments, and financial planning principles.
• Proficiency in Microsoft Office and Microsoft Teams.
• Strong understanding of regulatory and compliance requirements within financial services.
• Exceptional attention to detail and organizational skills.
• Excellent written and verbal communication abilities.
• Ability to manage multiple priorities while maintaining accuracy and meeting deadlines.
• Passion for delivering exceptional client service.