Experienced Paraplanner

2 weeks ago

Durban, KwaZulu-Natal, South Africa The Wealth Network Full time

The Wealth Network, a dynamic team and a juristic representative of Discovery is seeking an innovative
Paraplanner. We are not just in search of experience; we are looking for a strategic thinker who excels in the meticulous administration of client portfolios and thrives on enhancing our service delivery through proactive client management and operational excellence. If you are passionate about making a tangible impact on clients' financial well-being while contributing to a visionary team, join us in our mission to redefine the industry.

Role Focus:


As a crucial member of our team, the Paraplanner will be instrumental in managing our client base, utilizing keen analytical skills to assess and identify opportunities for financial growth and stability.

This role is centered around the administrative backbone of our operation, ensuring our financial advisors are supported by precise, well-organized, and timely information and service delivery.


Key Responsibilities:

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Client Portfolio Management: Take ownership of managing and analyzing the client base, identifying opportunities for further financial planning and advising. This includes maintaining up-to-date records and conducting regular reviews to seize opportunities for portfolio enhancement.
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Administrative Excellence: Lead the way in scheduling, document management, and ensuring all client interactions are recorded and followed up on. Your role is pivotal in the smooth operation of our advisory services, from the initial client inquiry to the execution of complex financial strategies.
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Proactive Client Communication: Be the first point of contact for client queries, ensuring they receive timely, accurate, and helpful information. Your meticulous attention to client needs will foster trust and deepen client relationships.
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Strategic Support: Work closely with financial advisors by preparing reports, presentations, and financial plans. Your analytical insights will support the strategic advice provided to clients, highlighting areas for growth and improvement.
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Compliance and Regulatory Adherence: Ensure all client documentation and advisory activities comply with industry regulations and standards, maintaining the highest level of integrity and ethical practice.

What We're Looking For:

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Experienced Professional: Minimum of 5 years in a financial planning or paraplanning role, with a strong emphasis on administrative excellence and client portfolio management.
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Qualifications: Relevant industry certifications (e.g., RE 5) are highly desirable, showcasing a deep understanding of financial regulations and products.
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Analytical and Detail-Oriented: Exceptional analytical abilities, with a focus on detail and the capacity to identify and act on growth opportunities within client portfolios.
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Communication Skills: Excellent written and verbal communication skills, ensuring clarity, efficiency, and effectiveness in all client interactions.
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Organizational Mastery: Superior organizational skills, capable of managing multiple priorities with a proactive approach to problem-solving and time management.

Why The Wealth Network?
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Competitive Compensation: Attractive salary and commission structure, rewarding your direct contribution to our clients' success and business growth.
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Professional Growth: Continuous learning and development opportunities in a firm that values innovation, dedication, and the entrepreneurial spirit.

Application Process:

Inclusion and Diversity:

  • At The Wealth Network, we celebrate diversity and are committed to creating an inclusive environment for all employees.

Contact Information:

  • For any inquiries regarding the position, feel free to contact us at


Join us at
The Wealth Network where your administrative prowess and analytical skills fuel our collective journey towards setting new standards in financial advisory services.


Application Question(s):

  • Please detail your experience in financial planning or paraplanning, including any specific industries or types of clients you've worked with. List any relevant certifications or qualifications you possess.

Experience:

  • Paraplanning: 3 years (required)

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