About the position
This full-time Paraplanner role, based in Illovo, Gauteng, supports a growing life and investment portfolio within a Private Clients division. The role involves full ownership of administrative, coordination, and compliance responsibilities for Wealth Managers, including managing back-office processes, maintaining accurate records, and ensuring regulatory adherence. Ideal candidates will have 2-3 years of experience in investment administration or financial services, be highly organised, Excel-proficient, and confident in FICA/FAIS compliance. The role demands attention to detail, initiative, strong communication, and a client-focused mindset. Preference will be given to BEE candidates.
Desired Skills:
- Financial Planning
- Paraplanning
- FICA
- Excel Spreadsheets
- Administrator
- organised
- reporting
Desired Work Experience:
- 2 to 5 years
Desired Qualification Level:
- Grade 12 / Matric
