Wealth And Investment Specialist (Paraplanner)

Fedgroup; Gauteng; On-site; ZAR 300,000 - 400,000; Full time

Job summary

Join a leading company in the finance industry as a Wealth and Investment Specialist (Paraplanner) based in Sandton. This full-time role involves supporting financial professionals by conducting research, managing portfolios, and ensuring compliance with regulations. Ideal candidates will possess strong client relationship skills and a degree in a relevant field, with a commitment to professional development and ethical standards.

Qualifications

• Degree in relevant field; postgraduate qualification preferred.
• Meeting FAIS Fit and Proper requirements.
• Strong client relationship and communication abilities.

Responsibilities

• Handle daily administrative tasks and client queries.
• Conduct portfolio analysis and draft Records of Advice.
• Research market developments and ensure compliance.

Skills

Client relationship skills

Communication abilities

Problem-solving

Education

Degree in a relevant field

Postgraduate qualification preferred

Tools

Microsoft Word

Microsoft Excel

Job description

Wealth and Investment Specialist (Paraplanner)

Join our team at Fedgroup as a Wealth and Investment Specialist (Paraplanner) based in Sandton. We are seeking a highly skilled, proactive individual passionate about finance, research, and client service to support our top financial professionals.

Role Overview

The Wealth and Investment Specialist will handle daily administrative, research, customer service, and operational tasks. The role supports the MD of Wealth and Investments by providing internal advisory services.

Key Responsibilities

• Research advice-related issues for client reports and Records of Advice
• Upload client financial data and prepare financial scenarios
• Conduct portfolio analysis and draft Records of Advice
• Assist with client review processes, manage investments, and rebalancing portfolios
• Prepare meeting packs, record minutes, and maintain compliance
• Handle client queries and support audit processes
• Research market developments and participate in projects
• Ensure adherence to FICA and FAIS regulations

Qualifications & Skills

• Degree in a relevant field; postgraduate qualification preferred
• Meeting FAIS Fit and Proper requirements
• Proficiency in Microsoft Word and Excel
• Strong client relationship skills and communication abilities
• Understanding of financial advisory compliance

Personal Attributes

• Client-focused, ethical, and professional
• Enthusiastic, organized, and diligent
• Effective problem-solver and team player

Additional Details

Full-time employment at an associate level within the finance industry. The role involves working independently and as part of a team, with a focus on compliance and professional development.