Paraplanner

SUMMARY:
An exciting opportunity is available for an experienced Paraplanner to join a well-established wealth management business that is committed to delivering tailored financial planning and investment solutions to a diverse client base.

This is a highly collaborative and client-facing position where you will work closely with a Wealth Manager, supporting both clients and professional partners throughout the financial planning process. The role offers the opportunity to combine strong technical expertise with relationship management, playing an integral part in delivering exceptional client outcomes.

POSITION INFO:
If you are passionate about financial planning, thrive in a fast-paced environment, and enjoy building long-term client relationships, this could be the ideal next step in your career.

Key Responsibilities

• Attend client and partner meetings alongside the Wealth Manager to support financial planning discussions and the fact-finding process.
• Build and maintain strong relationships with clients and professional partners, providing technical support and guidance.
• Prepare compliant suitability reports, financial plans, and investment proposals.
• Conduct detailed research and analysis to develop tailored financial planning solutions.
• Review existing financial structures and recommend appropriate strategies aligned with client objectives.
• Ensure all advice and documentation complies with regulatory requirements and internal compliance standards.
• Manage prospect leads and maintain accurate client information within the CRM system.
• Process new business applications, investment switches, withdrawals, additional investments, and related transactions.
• Prepare onboarding documentation, including due diligence reports, mandates, records of advice, and supporting documentation.
• Obtain and verify FICA and FAIS documentation for new and existing clients.
• Monitor outstanding requirements and follow up on transactions to ensure timely completion.
• Action payment instructions and maintain agreed service level timelines.
• Prepare investment review documentation, client statements, and tax certificates.
• Coordinate investment account openings and assist with offshore investment administration, including foreign exchange transactions.
• Upload and distribute documentation through electronic signing platforms.
• Respond to client queries promptly while maintaining a high standard of client service.
• Ensure all activities comply with FSCA regulations and internal governance requirements.

• Relevant Bachelor's degree.
• RE qualifications will be advantageous.
• Proven experience in a Paraplanning role, preferably at a senior level.
• Strong client-facing experience within a wealth management or financial planning environment.
• Excellent knowledge of financial products, investments, and financial planning principles.
• Proficiency in Microsoft Office and Microsoft Teams.
• Strong understanding of regulatory and compliance requirements within financial services.
• Exceptional attention to detail and organizational skills.
• Excellent written and verbal communication abilities.
• Ability to manage multiple priorities while maintaining accuracy and meeting deadlines.
• Passion for delivering exceptional client service.