Paraplanning Assistant - Randburg

Recruiter:

Hewitt Colenbrander Recruitment / HC Recruit

Job Ref:

DBN000200/LB

Date posted:

Monday, December 1, 2025

Location:

Midrand, South Africa

Salary:

Monthly

SUMMARY:
DBN000200 - Paraplanning Assistant - Blairgowrie

Purpose of the Job:
To assist with day-to day administration, customer service, relationship management, research, operational tasks, and internal advice services to Wealth Managers.

Required Qualifications & Experience

Bachelor's Degree or Diploma - Advantageous
Minimum of 2 years' experience in a similar position
Must be willing to travel to see clients with the Manager
Must have an excellent grasp of Microsoft Office Suite (Word, Excel, Powerpoint etc)
Must meet Fit & proper requirements

POSITION INFO:
Technical Tasks, Competencies & Experience:

Updating and timeline management for client reviews -provide historical context to clients in relation to advice journey
Financial market and fund research.
Maintaining client’s files and records
Taking Minutes of meetings
Preparation of meeting packs
Risk Management record keeping compliance and monitoring of all risk products offered
Analysis on Portfolios
Operational and Regulatory Reporting
Telephonic and email query resolution
Assistance with compliance officer visits
General office management duties and/or administrative tasks that may be required from time to time

Behavioural Competencies:

Must be able to work autonomously
Excellent verbal and written communication skills in English
Enthusiastic
Attention to detail
High ethical Standards

Please note, only shortlisted candidates will be contacted. If you do not hear from us within the next 2 weeks, please consider your application as unsuccessful

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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