Paraplanner (Financial Services RE5)

This position offers a great opportunity for career growth. PARAPLANNER x 2 / CLIENT ASSOCIATE Due to staff retirements - our client has 2 wonderful opportunities available for candidates with RE5 certificates. Training can be provided if no or limited experience in this industry sector. Location: South End Remuneration: R15 000 – R30 000 basic (depending on experience) Working Hours: Monday – Friday, 08:00 – 16:30 Additional Information: No benefits included This opportunity is ideal for someone with experience in the Wealth Management industry who enjoys both the technical and client relationship aspects of financial services. The role would suit a professional who is organised, detail-oriented, client-focused, and confident working with High Net Worth individuals. Key Responsibilities: Paraplanning Responsibilities:

• Supporting financial

advisers with financial planning administration and documentation

• Assisting with retirement,

investment, tax, and estate planning support

• Preparing financial

analysis, reports, risk profiling, and portfolio recommendations

• Conducting research on

financial products, strategies, and market trends

• Ensuring compliance with

FICA, FAIS, and industry regulations

• Maintaining up-to-date

industry and legislative knowledge Client Relationship Management Responsibilities:

• Managing and maintaining

professional client relationships

• Serving as the primary

point of contact for clients

• Handling client queries and

providing ongoing support and communication

• Coordinating client

meetings and onboarding processes

• Liaising with third-party

providers, including insurers and investment managers

• Working closely with

compliance and administration teams to ensure efficient client service

• Assisting with general

office administration and operational support Requirements:

• Experience working with

High-Net-Worth clients advantageous (alternatively – training can be given to those with willingness to learn and want a career in administration coupled with client relationships)

• RE5 qualification
• Relevant 3-year

qualification advantageous

• Strong Microsoft Office 365

skills

• Excellent communication and

interpersonal skills

• Professional, organised,

and client-service driven Personal Attributes:

• Positive and professional

attitude

• Strong

relationship-building skills

• Detail-oriented and

deadline-driven

• Able to work independently

and within a team

• High ethical and

professional standards If you are interested and suitable - please send an UPDATED CV plus RE5 certificate and any relevant qualification papers to [voir contact]