Paraplanner

Recruiter:

Merand Corbett & Associates

Job Ref:

CPT002389/CW

Date posted:

Wednesday, October 28, 2026

Location:

Somerset West, South Africa

SUMMARY:

Our client is seeking a detail-oriented Paraplanner to provide technical and administrative support to Financial Advisors. Responsibilities include investment research, portfolio analysis, client needs assessments, preparing financial reviews and reports, processing investment transactions, managing client onboarding and documentation, resolving client queries, liaising with internal and external departments, and ensuring accurate record-keeping and compliance with financial services legislation.

POSITION INFO:

Key responsibilities include:

Provide investment planning technical support to Trust Officer(s) in team, including research and analysis of client portfolios
Preparation of minutes for client meetings, record of advice and proposals
Client needs analysis and advisory support services
Provide regular client reporting
Prepare and collate client financial reviews and reporting for financial advisors in team
Investigate and resolve all queries relating to client affairs
Review investment transaction changes, and action, if necessary
Close liaison between internal and external investment admin, and specialist service departments
Maintain Collation of all necessary documentation relating to administration of local and offshore investment instructions, including redemptions and switches, and share dealing. Ensure necessary authority obtained, preparation and capturing of same on internal systems (Fundamental, and Climan/ CRM system)
Preparation of client packs, and onboarding of new clients, and responsible for all client take on documentation, and loading on internal systems
Quarterly invoices for ad hoc fees
Client liaison: timeous response to, and resolution of all queries
Accountable for electronic and hard copy filing relating to investment administration; and advisory record keeping as per applicable financial services legislation, ensuring that all investment and payment instructions are compliant.
Liaison with internal investment administration and support departments

Key requirements for applicants:

Matric, preferably with accounting
Relevant tertiary qualification; Post graduate qualification, preferably CFP
Clean credit and criminal checks

*ONLY SHORTLISTED CANDIDATES WILL BE CONTACTED*

Similar jobs you might be interested in:

Paraplanner
Location: Somerset West
Salary:
Our client is seeking a detail-oriented paraplanner to provide technical and administrative support to Financial Advisors. Responsibilities include investment research, portfolio analysis, client needs assessments, preparing financial reviews and reports, processing investment transactions, managing client onboarding and documentation, resolving client queries, liaising with internal and external ...
1 day ago

Paraplanner | Paarl Western Cape
Location: Paarl, Western Cape
Salary: Market Related
paraplanner | Paarl Western Cape
48 days ago

Paraplanner

Similar jobs you might be interested in:

Jobseekers

Recruiter

General