Paraplanner / Client Operations Coordinator

RecruitMyMom; Wes-Kaap; Híbrido; ZAR 446.000 - 558.000; A tiempo parcial

Descripción de la vacante

RecruitMyMom in Constantia, Cape Town, South Africa, seeks a Paraplanner and Client Operations Coordinator. This hybrid role combines paraplanning, project coordination, workflow management and client servicing to connect advisers, clients and operations.

You will prepare client reviews, manage schedules, track follow-ups, and drive efficiency through process improvements and technology. A 12-month fixed-term contract with potential to evolve is offered, with four days in office and one day

Formación

• Completed commercial degree in Accounting or Business or similar.
• Experience in paraplanning, wealth management or client services.
• Understanding of financial planning, investments and related administration processes.
• Experience coordinating teams, projects or workflows.
• Advanced Excel skills (Lookups, Pivots, Macros).
• CRM/workflow systems experience is advantageous (Iress).

Responsabilidades

• Client Meeting Preparation: prepare comprehensive client review and planning packs.
• Scheduling & Coordination: manage adviser calendars and meeting logistics.
• Workflow & Task Management: act as traffic controller between advisers and admin.
• Operational Support: assist with financial planning and client reporting.
• Process Improvement & Technology: refine internal systems and workflows.
• Northstar collaboration: align teams to automate processes.

Conocimientos

Paraplanning

Project coordination

Workflow management

Client servicing

Excel skills

CRM systems

Communication

Organised

Educación

BSc in Accounting

BCom in Business

Herramientas

Excel

Iress CRM

Descripción del empleo

Paraplanner / Client Operations Coordinator

Constantia, Cape Town, South Africa | Posted on 16/10/2026

• Location Type Hybrid (Part office, Part remote)
• Job Type Fixed Term
• Salary R40 000 to R50 000 CTC
• Remuneration Term Per Month
• Date Opened 16/10/2026
• State/Province Western Cape
• City/Town Constantia, Cape Town
• Country South Africa

Job Description

A reputable investment management business with a highly collaborative, team-driven culture is seeking a competent Paraplanner and Client Operations Coordinator.This new role is designed to improve the flow between advisers, clients and operational teams. This is great opportunity for an organised and proactive individual to help shape a position that will become an integral part of the client service offering.

This role combines elements of paraplanning, project coordination, workflow management and client servicing. You'll act as a central point of coordination, ensuring that client meetings are properly prepared for, follow-up actions are tracked, and internal teams remain aligned on priorities.

This can be a half day or full day role and is a 12 month fixed-term contract.

Key Responsibilities

Client Meeting Preparation

• Prepare comprehensive client review and planning packs.
• Gather information from multiple sources and ensure documentation is accurate and complete.
• Assist advisers in preparing for client meetings by anticipating information requirements and ensuring supporting material is readily available.
• Maintain record‑keeping and filing standards.

Scheduling & Coordination

• Manage adviser calendars and client meeting schedules.
• Coordinate meeting logistics, documentation and follow-up actions.
• Liaise with clients and internal teams regarding meeting arrangements and requirements.

Workflow & Task Management

• Act as a workflow coordinator or "traffic controller" between advisers and the administration team.
• Allocate and monitor tasks to ensure implementation deadlines are met.
• Track outstanding actions and elevate bottlenecks where necessary.
• Maintain visibility of client deliverables and implementation progress.

Operational Support

• Assist with financial planning and investment-related administration.
• Coordinate implementation of client recommendations.
• Support proposal preparation, client reporting and other adviser deliverables.
• Identify opportunities to improve processes and client experiences.

Process Improvement & Technology

• Assist with the development and refinement of internal systems, workflows and technology solutions.
• Contribute ideas that improve efficiency and enhance operational scalability.
• Work closely with the team as Northstar continues to build and automate processes.

Requirements

Qualifications and Experience

• A completed commercial degree e.g. BSc or BCom in Accounting, Business, or similar
• Experience in paraplanning, wealth management, financial planning support, investment administration or client services.
• Understanding of financial planning, investments, retirement products and associated administration processes.
• Experience coordinating teams, projects, workflows or operational processes.
• Advanced skills in Excel, e.g. Lookups, Pivots, Macros and Formulas
• Experience with CRM and workflow systems would be advantageous (Iress)

We are looking for someone who is:

• Highly organised and detail-oriented.
• Naturally proactive and solutions-focused.
• Comfortable coordinating multiple moving parts simultaneously.
• A strong communicator who works well with people.
• Confident working with technology and adaptable to new systems.
• Professional, dependable and accountable.
• A genuine team player who enjoys being part of an office environment.
• Able to take ownership and get things done without excessive supervision

Part-time OR full time.

• Opportunity to help shape a newly created role.
• Exposure to a sophisticated investment and wealth environment.
• A collaborative and high-performing team culture.
• Potential for the role to evolve into a longer-term or expanded position as the business grows.
• Opportunity to contribute to process innovation and operational excellence.
• Hybrid opportunity - four days in office and one day remote.