Paraplanner Assistant

1 week ago

Johannesburg Metropolitan Area, South Africa 8cf36be9-e3e4-450e-8142-3cb54630c6b6 Full time R250 000 - R400 000 per year

Company Description

Pangea Wealth is a boutique wealth management firm licensed by the Financial Sector Conduct Authority. Our dedicated team of experienced professionals provides tailored financial solutions to help clients grow wealth, protect their lifestyle, and build a legacy. We are committed to offering long-term financial peace of mind, fostering lasting generational relationships. Through a rigorous, repeatable process and a global perspective, Pangea Wealth partners with top providers in South Africa and internationally to deliver bespoke financial services for individuals, families, and businesses.

Pangea Wealth is a highly specialized, professional and forward thinking firm. We are looking for an energetic, educated and sophisticated Paraplanner assistant to assist the wealth managers and head of operations to help propel Pangea Wealth to become one of the biggest Wealth Management firms in the country.

Role Description

This is a full-time on-site role for a Paraplanner located in the Johannesburg near Blairgowrie.

Day-to day administration, customer service, relationship management, research, operational tasks, and internal advice services to Wealth Managers including:

  • Research on advice-related issues to be utilised in client reports/record of advice.
  • Minutes of meetings
  • Form completion
  • Maintaining files and records
  • Upload client financial information onto the client relationship management software system and prepare scenarios to be used by financial planners in the preparation of written Records of Advice.
  • Prepare analysis of client portfolio on behalf of Financial Planner in accordance with practice procedures and policies as well as client and advisor requirements
  • Assist in drafting Record of Advice documents for Financial Planners.
  • Assist in managing the client review process for Financial Planners.
  • Handle all top up/ad hoc investments and rebalances.
  • Free up Wealth Manager's time so that they can concentrate on what they do best (sitting in front of clients)

Qualifications

  • Strong knowledge and experience in Financial Planning and Investments
  • Proficiency in Analytical Skills with a solid understanding of Finance
  • Expertise in Report Writing and the ability to communicate complex information clearly and concisely
  • Attention to detail and the ability to produce accurate and thorough work
  • Qualifications in finance, economics, or any related field are an advantage
  • Proficiency in Microsoft Power Point and Excel
  • A commitment to maintaining industry compliance and ethical standards

  • Paraplanner Assistant

    1 week ago

    Johannesburg, South Africa Pangea Wealth Full time

    Pangea Wealth is a boutique wealth management firm licensed by the Financial Sector Conduct Authority. Our dedicated team of experienced professionals provides tailored financial solutions to help clients grow wealth, protect their lifestyle, and build a legacy. We are committed to offering long-term financial peace of mind, fostering lasting generational...

  • Paraplanner Assistant

    1 week ago

    Johannesburg, South Africa Pangea Wealth Full time

    Company Description Pangea Wealth is a boutique wealth management firm licensed by the Financial Sector Conduct Authority. Our dedicated team of experienced professionals provides tailored financial solutions to help clients grow wealth, protect their lifestyle, and build a legacy. We are committed to offering long-term financial peace of mind, fostering...

  • Paraplanner

    2 weeks ago

    Johannesburg, South Africa 90 degrees South (Pty) Ltd Full time

    Exciting Opportunity: Paraplanner position reporting to one of the Financial Planners in our team Are you passionate about finance and committed to making a meaningful impact on clients’ lives? We’re looking for a dedicated and detail-oriented Paraplanner to support one of our experienced Financial Planners in the Sandton Area. Role Overview Collaborate...

  • Paraplanner

    5 days ago

    Johannesburg, South Africa 90 Degrees South (Pty) Ltd Full time

    Exciting Opportunity : Paraplanner position reporting to one of the Financial Planners in our team Are you passionate about finance and committed to making a meaningful impact on clients' lives? We're looking for a dedicated and detail-oriented Paraplanner to support one of our experienced Financial Planners in the Sandton Area. Role Overview Collaborate...

  • Paraplanner Assistant for Wealth Management

    1 week ago

    Johannesburg, South Africa Pangea Wealth Full time

    A boutique wealth management firm in Johannesburg is looking for a Paraplanner. The role involves assisting Wealth Managers with administration, research, and client management tasks. Candidates should have strong financial planning knowledge and proficiency in analytical skills, along with relevant qualifications in finance or economics. This full-time...

  • Paraplanner / Administrator

    7 days ago

    Johannesburg, South Africa Unique Personnel Full time

    **Job Number** - 70572 **Job Type** - Permanent **Job Title** - Paraplanner / Administrator **Computer Skills** - MS Excel **Industry** - Financial Services **City** - Johannesburg **Province** - Gauteng - Roles/responsibilities all specific to financial planning: - Direct assistance to the financial planner team - General office duties - Pre-meeting...

  • Wealth Paraplanner Assistant — Insightful Reports

    1 week ago

    Johannesburg, South Africa Pangea Wealth Full time

    A boutique wealth management firm in Johannesburg is seeking a Paraplanner assistant to support wealth managers. The ideal candidate will have strong analytical skills and knowledge of financial planning and investments. Responsibilities include conducting research, drafting reports, and maintaining client records. This role is crucial in enhancing client...

  • Paraplanner | Sandton

    2 weeks ago

    Johannesburg, South Africa The Recruitment Council Full time

    Location: Sandton, JohannesburgJob Type: PermanentSalary: Market-related, based on total Cost to CompanyJob Description:We are seeking a highly skilled and experienced Paraplanner to join our Financial Advisory Services team. The successful candidate will be responsible for preparing written Records of Advice, performing calculations, and providing technical...

  • Paraplanner Pretoria

    3 weeks ago

    Johannesburg, South Africa Hr Options Full time

    An established company within the financial sector is seeking to hire a highly skilled and experienced Paraplanner to join their team. This is an excellent opportunity for an individual with strong analytical skils and the ability to liaise with stakeolders. Responsibilities Consolidate and summarize all policies and investments. Prepare required financial...

  • Paraplanner

    3 days ago

    Johannesburg, Gauteng, South Africa Hire Resolve Full time R250 000 - R400 000 per year

    Are you a highly organised and detail-oriented financial professional looking for a challenging role in a dynamic national organisation?Our client, a leading player in the financial services sector with offices in both Pretoria and Bellville, is seeking a meticulous Finance Administrator/Bookkeeper. This is a crucial role responsible for ensuring the...