Paraplanner Assistant for Wealth Management

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

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.