Paraplanner

SUMMARY:
Think you’ve got the paraplanning superpowers we’re looking for? Slide into our applications - cape optional.

POSITION INFO:
Looking to build your career in a fast-paced and client-centric financial services environment? A high-performing Private Clients team in Umhlanga is on the hunt for a Finance Administrator to take full ownership of their growing investment and life administration book.

This is a key support role where accuracy, coordination, and proactive client service are essential. If you’re driven, meticulous, and thrive under pressure, this could be your next big move.

Key Responsibilities:

• Provide full administrative support to Wealth Managers
• Maintain up-to-date and compliant client records
• Coordinate account openings, investment transactions, and policy reviews
• Handle scheduling, diary management, and travel arrangements
• Respond timeously to client and internal queries
• Apply regulatory knowledge (FICA/FAIS) in all operations
• Assist with switches, top-ups, and preparation for client reviews

• Matric with 2–4 years of investment admin or relevant financial services experience
• Relevant BCom Degree
• Strong working knowledge of FICA and FSCA regulatory compliance
• Proficient in Microsoft Office, especially Excel
• High attention to detail with a methodical work ethic
• Able to work independently and as part of a team
• Clear communicator with a client-first mindset