Job Description :
We require a Paraplanner to provide an efficient administrative support function to a Wealth Adviser. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in basic financial planning.
Responsibilities:
Financial Planning support
Writing of Quarterly Investment Reports
Customer Relationship Management
Newsletters
Fund Research
Equity Research
Share Trading
Compose & Analyse Client reports
Quantitative analysis on equities and funds
Qualitative analysis on funds and due diligence reports on funds.
Discuss market circumstances with clients and bearing on their investment decisions
Analyse risk reports
Review brokerage earned
Communication with clients (verbal and written)
Planning and strategizing
Client and broker meetings
Writing monthly business reports
Execute client orders
Client Cash management
Minimum requirements:
BCom (Finance / Business Finance / Investments / Financial Planning / Financial Sciences or Investment Management or BCom (Economics)
Postgraduate Diploma in Financial Planning
RE5
2+ years relevant paraplanning / financial analysis experience within a financial services environment
Computer literacy (MS Office)
Skill-Set Required:
Numerical skills
Interpersonal skills
Communication skills (Verbal & Written)
Attention to detail
Problem solving
Industry Specific knowledge
Analytical skills
Lateral thinking
Leadership skills
A Passion for trading and the ability to work hard
Positive Attitude
Integrity
Good People skills
Work individually and in a team
Closing date: 20-Apr-2026