Paraplanning & Research Coordinator

Hewitt Colenbrander Recruitment / HC Recruit; Midrand; On-site; ZAR 50 000 - 200 000; Full time

Job summary

A reputable recruitment agency in Midrand, South Africa, is looking for a detail-oriented candidate to manage client reviews and handle financial market research. The successful applicant will prepare meeting packs, take meeting minutes, and ensure risk management compliance. Strong verbal and written communication skills are necessary, along with the ability to work autonomously. This position may include general office management duties and requires a high standard of ethics.

Qualifications

• Ability to provide historical context to clients regarding their advice journey.
• Experience in financial market and fund research.
• Proficient in maintaining client files and records.
• Experience in operational and regulatory reporting.
• Ability to resolve queries via telephone and email.

Responsibilities

• Updating client reviews and managing timelines.
• Risk management record-keeping compliance.
• Preparation of meeting packs and taking meeting minutes.
• Assisting with compliance officer visits.
• General office management and administrative tasks as required.

Skills

Excellent verbal communication

Excellent written communication

Attention to detail

Ability to work autonomously

High ethical standards

Job description

A reputable recruitment agency in Midrand, South Africa, is looking for a detail-oriented candidate to manage client reviews and handle financial market research. The successful applicant will prepare meeting packs, take meeting minutes, and ensure risk management compliance. Strong verbal and written communication skills are necessary, along with the ability to work autonomously. This position may include general office management duties and requires a high standard of ethics.