Paraplanner at Network Recruitment

Job Description:

Latest job information from Network Recruitment for the position of Paraplanner. If the Paraplanner vacancy in Durban matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Network Recruitment for the position of Paraplanner below matches your qualifications.

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.

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Job Info:

• Company: Network Recruitment
• Position: Paraplanner
• Work Location: Durban
• Country: ZA

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Paraplanner at the office Durban above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.

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