Paraplanner: Financial Advisory & Investment Analysis

Merand Recruitment; Wes-Kaap; Sur place; ZAR 320 000 - 520 000; Plein temps

Résumé du poste

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

Responsabilités

• 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

Connaissances

Investment research

Portfolio analysis

Client needs analysis

Advisory support

Record keeping

Formation

Matric with accounting

Post graduate qualification CFP preferred

Description du poste

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