Paraplanner

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 :

Attributes for Success :

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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