Wealth Planning Paraplanner: Client Solutions

Network Finance; Randburg; On-site; ZAR 320,000 - 520,000; Full time

Job summary

Network Finance is seeking a dedicated Paraplanner to support wealth planning activities in Randburg. You will assist the Wealth Manager in client meetings, prepare compliant reports, and develop tailored financial solutions with a focus on accuracy and regulatory compliance.

The role requires a relevant Bachelor's degree, Paraplanning experience, and strong knowledge of financial products. Proficiency with MS Office, Teams, and CRM tools is essential to deliver excellent client service.

Qualifications

• Bachelor's degree in finance or related field.
• RE qualifications advantageous.
• Paraplanning experience, preferably senior level.
• Strong client-facing experience in wealth management or financial planning.
• Excellent knowledge of financial products and planning principles.
• Proficiency in Microsoft Office and Teams.
• Strong regulatory and compliance understanding in financial services.
• Exceptional attention to detail and organisational skills.
• Excellent written and verbal communication abilities.
• Ability to manage multiple priorities while meeting deadlines.

Responsibilities

• Attend client and partner meetings with Wealth Manager to support planning discussions.
• Build and maintain strong client relationships and provide technical guidance.
• Prepare compliant suitability reports, financial plans and investment proposals.
• Conduct research to develop tailored financial planning solutions.
• Review existing financial structures and recommend strategies.
• Ensure advice and documentation comply with FSCA and internal governance.
• Manage prospect leads and maintain client information in CRM.
• Process new business applications and related transactions.
• Prepare onboarding docs, including due diligence and records of advice.
• Obtain and verify FICA and FAIS documentation.
• Coordinate investment account openings and offshore administration.
• Upload and distribute documentation via electronic signing platforms.
• Respond to client queries promptly with high service standards.

Skills

Paraplanning experience

Client-facing experience

Knowledge of financial products

Regulatory/compliance knowledge

MS Office

Microsoft Teams

Attention to detail

Written and verbal communication

Multitasking/ prioritisation

Education

Relevant Bachelor's degree

RE qualifications advantageous

Tools

CRM systems

Electronic signing platforms

Job description

Network Finance is seeking a dedicated Paraplanner to support wealth planning activities in Randburg. You will assist the Wealth Manager in client meetings, prepare compliant reports, and develop tailored financial solutions with a focus on accuracy and regulatory compliance.

The role requires a relevant Bachelor's degree, Paraplanning experience, and strong knowledge of financial products. Proficiency with MS Office, Teams, and CRM tools is essential to deliver excellent client service.