Junior Paraplanner

SUMMARY:
Junior Paraplanner needed in Johannesburg North.

POSITION INFO:
Are you highly organised, detail-driven, and looking to grow your career within the financial services industry? We’re looking for a Junior Administration Assistant to join a dynamic Private Clients team and support the operational head in ensuring seamless back-office administration and compliance.

You will play a key role in supporting daily operations, ensuring accurate record-keeping, and assisting with the administration of direct equity portfolios. This role requires someone methodical, proactive, and able to work within structured processes while maintaining a high level of accuracy.
 
Key Responsibilities:

• Maintain accurate client records and databases in line with regulatory requirements
• Assist with account opening processes and liaise with service providers
• Ensure compliance with FICA/FAIS and internal policies
• Monitor and resolve discrepancies, escalating where necessary
• Respond to queries from Portfolio Managers and internal stakeholders
• Build strong relationships with external advisors
• Deliver high-quality administrative support across the team
• Assist with ad-hoc duties as required

• Matric (essential)
• 1–3 years’ experience in investment administration or financial services
• Strong understanding of FICA and regulatory compliance (FSCA)
• Advanced Microsoft Excel skills
• Excellent communication skills (verbal and written)

• Exceptional attention to detail and accuracy
• Strong analytical and numerical ability
• Ability to work under pressure and meet deadlines
• Proactive, solution-driven mindset
• Strong organisational and problem-solving skills
• Ability to work independently and as part of a team