Paraplanner Assistant

Pangea Wealth; Johannesburg; On-site; ZAR 300 000 - 450 000; Full time

Job summary

A boutique wealth management firm in Johannesburg is looking for a Paraplanner. The role involves assisting Wealth Managers with administration, research, and client management tasks. Candidates should have strong financial planning knowledge and proficiency in analytical skills, along with relevant qualifications in finance or economics. This full-time on-site position aims to help propel the firm to greater heights.

Qualifications

• Strong knowledge and experience in Financial Planning and Investments.
• Proficiency in Analytical Skills with a solid understanding of Finance.
• Ability to communicate complex information clearly and concisely.

Responsibilities

• Day-to-day administration and customer service.
• Research on advice-related issues for client reports.
• Assist in drafting Record of Advice documents.

Skills

Financial Planning

Analytical Skills

Report Writing

Attention to Detail

Microsoft Power Point

Microsoft Excel

Education

Qualifications in finance, economics, or related field

Job description

Company Description

Pangea Wealth is a boutique wealth management firm licensed by the Financial Sector Conduct Authority. Our dedicated team of experienced professionals provides tailored financial solutions to help clients grow wealth, protect their lifestyle, and build a legacy. We are committed to offering long-term financial peace of mind, fostering lasting generational relationships. Through a rigorous, repeatable process and a global perspective, Pangea Wealth partners with top providers in South Africa and internationally to deliver bespoke financial services for individuals, families, and businesses.

Pangea Wealth is a highly specialized, professional and forward thinking firm. We are looking for an energetic, educated and sophisticated Paraplanner assistant to assist the wealth managers and head of operations to help propel Pangea Wealth to become one of the biggest Wealth Management firms in the country.

Role Description

This is a full-time on-site role for a Paraplanner located in the Johannesburg near Blairgowrie.

Day-to day administration, customer service, relationship management, research, operational tasks, and internal advice services to Wealth Managers including:

• Research on advice-related issues to be utilised in client reports/record of advice.
• Minutes of meetings
• Form completion
• Maintaining files and records
• Upload client financial information onto the client relationship management software system and prepare scenarios to be used by financial planners in the preparation of written Records of Advice.
• Prepare analysis of client portfolio on behalf of Financial Planner in accordance with practice procedures and policies as well as client and advisor requirements
• Assist in drafting Record of Advice documents for Financial Planners.
• Assist in managing the client review process for Financial Planners.
• Handle all top up/ad hoc investments and rebalances.
• Free up Wealth Manager’s time so that they can concentrate on what they do best (sitting in front of clients)

Qualifications

• Strong knowledge and experience in Financial Planning and Investments
• Proficiency in Analytical Skills with a solid understanding of Finance
• Expertise in Report Writing and the ability to communicate complex information clearly and concisely
• Attention to detail and the ability to produce accurate and thorough work
• Qualifications in finance, economics, or any related field are an advantage
• Proficiency in Microsoft Power Point and Excel
• A commitment to maintaining industry compliance and ethical standards