Paraplanner & Execution Specialist

People Dimension; Johannesburg; On-site; ZAR 133,920 - 200,880; Full time

Job summary

A leading financial services company based in Johannesburg is looking for an Executioner to implement client instructions accurately and efficiently after advisor meetings. This role involves preparing provider-specific paperwork, tracking submissions, and providing client feedback. Ideal candidates should have a BCom degree and experience as a paraplanner or administrator in a financial planning office. The position offers a salary package of R 12 000 – R 18 000 CTC per month.

Qualifications

• No previous experience is required.
• Previous paraplanner or administrator experience is preferred.

Responsibilities

• Implementing all client instructions accurately and efficiently.
• Tracking pending items, resolving queries, and providing feedback to the client.
• Preparing provider-specific paperwork and ensuring compliance requirements.

Skills

Attention to detail

Communication skills

Organizational skills

Education

BCom Degree

BCom Hons

Job description

A leading financial services company based in Johannesburg is looking for an Executioner to implement client instructions accurately and efficiently after advisor meetings. This role involves preparing provider-specific paperwork, tracking submissions, and providing client feedback. Ideal candidates should have a BCom degree and experience as a paraplanner or administrator in a financial planning office. The position offers a salary package of R 12 000 – R 18 000 CTC per month.