Paraplanner

3 weeks ago

Durban, South Africa Network Recruitment Full time

This role requires an individual with a deep sense of accountability, strong compliance awareness, and exceptional multitasking ability, within a fast-paced, client-centric environment.Key Responsibilities:Provide administrative support to the Wealth Managers, including scheduling, diary management, meeting coordination, and travel arrangements.Maintain accurate client records and ensure compliance with FSCA, FICA, and FAIS regulatory requirements.Oversee the onboarding process of new investment clients, ensuring that all documentation and compliance steps are completed accurately and timeously.Liaise with service providers to facilitate account openings, investment switches, and top-ups.Prepare reports, review packs, and policy schedules ahead of client meetings.Monitor and follow up on outstanding items, proactively resolving discrepancies and escalating issues where necessary.Provide efficient communication and problem-solving support to Wealth Managers, clients, and internal departments.Support the team with ad hoc administrative and compliance-related tasks to ensure operational excellence.Profile:Minimum Matric, with 23 years experience in investment administration or a similar role within financial services.Strong understanding of FICA, FAIS, and FSCA requirements.High proficiency in Microsoft Excel, with solid skills in Word, PowerPoint, and Outlook.Exceptional attention to detail, numerical accuracy, and the ability to manage multiple priorities under pressure.Strong interpersonal and communication skills, both written and verbal.Proactive, self-motivated, and able to work independently while contributing to a collaborative team culture.Attributes for Success:Upholds confidentiality, integrity, and professionalism in all dealings.Demonstrates commercial awareness and sound judgment in decision-making.Driven by excellence, with a passion for delivering outstanding client service.Brings energy, initiative, and a commitment to continuous improvement.If you are a meticulous professional with a passion for wealth management administration and want to contribute to a growing, high-performing team, wed love to hear from you.For more exciting (Finance/ Engineering/ IT / Supply Chain / Commercial & C-Suite) vacancies, please visit:

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    2 weeks ago

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