Paraplanner

Merand Recruitment; Wes-Kaap; On-site; ZAR 320,000 - 520,000; Full time

Job summary

Merand Recruitment is seeking a detail-oriented Paraplanner to support Financial Advisors in South Africa. The role focuses on investment research, portfolio analysis, client needs assessments, and preparing financial reviews and reports.

You will manage client onboarding, documentation, and ensure compliance with financial services legislation. Responsibilities include preparing minutes, handling client queries, and liaising with internal departments to maintain accurate records and timely

Qualifications

• Matric with accounting
• Post graduate qualification, CFP preferred
• Clean credit and criminal checks

Responsibilities

• Provide investment planning technical support to Trust Officer(s) in team, including research and analysis of client portfolios
• Preparation of minutes for client meetings, record of advice and proposals
• Client needs analysis and advisory support services
• Provide regular client reporting
• Prepare and collate client financial reviews and reporting for financial advisors in team
• Investigate and resolve all queries relating to client affairs
• Review investment transaction changes, and action, if necessary
• Liaison with internal and external departments and specialists
• Maintain collation of all necessary documentation relating to administration of investments, including redemptions and switches, and share dealing
• Preparation of client packs and onboarding of new clients and loading on internal systems

Skills

Investment research

Portfolio analysis

Client needs analysis

Advisory support

Record keeping

Education

Matric with accounting

Post graduate qualification CFP preferred

Job description

Our client is seeking a detail-oriented Paraplanner to provide technical and administrative support to Financial Advisors. Responsibilities include investment research, portfolio analysis, client needs assessments, preparing financial reviews and reports, processing investment transactions, managing client onboarding and documentation, resolving client queries, liaising with internal and external departments, and ensuring accurate record-keeping and compliance with financial services legislation.

Key responsibilities include:

• Provide investment planning technical support to Trust Officer(s) in team, including research and analysis of client portfolios
• Preparation of minutes for client meetings, record of advice and proposals
• Client needs analysis and advisory support services
• Provide regular client reporting
• Prepare and collate client financial reviews and reporting for financial advisors in team
• Investigate and resolve all queries relating to client affairs
• Review investment transaction changes, and action, if necessary
• Close liaison between internal and external investment admin, and specialist service departments
• Maintain Collation of all necessary documentation relating to administration of local and offshore investment instructions, including redemptions and switches, and share dealing. Ensure necessary authority obtained, preparation and capturing of same on internal systems (Fundamental, and Climan/ CRM system)
• Preparation of client packs, and onboarding of new clients, and responsible for all client take on documentation, and loading on internal systems
• Quarterly invoices for ad hoc fees
• Client liaison: timeous response to, and resolution of all queries
• Accountable for electronic and hard copy filing relating to investment administration; and advisory record keeping as per applicable financial services legislation, ensuring that all investment and payment instructions are compliant.
• Liaison with internal investment administration and support departments

Key requirements for applicants:

• Matric, preferably with accounting
• Relevant tertiary qualification; Post graduate qualification, preferably CFP
• Clean credit and criminal checks