Paraplanner

SUMMARY:
An established investment and wealth management environment is looking for a detail-oriented Paraplanner to support a high-performing Wealth Manager and their team.
This role offers exposure to portfolio implementation, client engagement, and end-to-end investment support, making it ideal for someone eager to grow within the wealth management space.

POSITION INFO:
This opportunity sits within a respected and professional wealth management business known for its disciplined investment approach and client-centric culture. The successful candidate will play a key role in supporting the Wealth Manager by delivering consistent, high-quality paraplanning and administrative support.

You will be involved in portfolio implementation, client onboarding, and the preparation of proposals, reviews, and reports, while also maintaining ongoing oversight of the investment book. Regular client interaction forms part of the role, ensuring smooth processes, clear communication, and timely resolution of queries.

This role is well suited to someone who values accuracy, structure, and professional growth, and who wants to build a long-term career within investments and wealth management.

Key Responsibilities:

• Provide paraplanning and administrative support to the Wealth Manager and their team
• Assist with portfolio implementation and ongoing maintenance of client investment portfolios
• Support client onboarding processes and ensure compliance with regulatory requirements
• Prepare and deliver proposals, client reviews, and investment reports
• Liaise with clients to provide updates, clarify processes, and resolve queries
• Ensure accurate record-keeping and oversight of the investment book

• Education:
  • Bachelor’s degree in Finance, Investments, or a related field
  • Honours degree advantageous
  • CFP completed or in progress will be advantageous
• Experience:
  • Minimum of 2 years’ experience within the investment or wealth management industry
• Skills & Competencies:
  • Strong analytical and numerical skills with high attention to detail
  • Demonstrated interest in financial markets, wealth management, and personal finance
  • Ability to work under pressure, manage deadlines, and maintain a sense of urgency
  • Strong professional communication skills
  • Ability to work independently, take initiative, and solve problems effectively
  • Proficient in Excel, PowerPoint, and Outlook
  • Sound understanding of FICA and FAIS regulatory requirements