Wealth Administrator

Paraplanner duties:

• Assist financial advisers in developing
  comprehensive financial plans for clients, including retirement, investment,
  tax, and estate planning strategies
  
• Prepare and present financial analysis,
  including asset allocation, risk profiling, and portfolio recommendations
  
• Draft client reports and documentation,
  ensuring compliance with regulatory standards
  
• Maintain up-to-date knowledge of financial
  products, regulations, and industry best practices
  
• Conduct research on financial products,
  strategies, and market trends to support financial planning decisions
  

Client Relationship Consultant
duties:

• Serve as the primary point of contact for
  clients, building strong, long-term relationships through excellent
  communication and service
  
• Actively engage with clients to understand
  their financial needs, objectives, and concerns
  
• Provide regular updates on financial plans
  and portfolio performance, ensuring clients are informed and confident in their
  financial journey
  
• Address client inquiries, resolving any
  issues promptly and professionally
  
• Coordinate and facilitate client meetings,
  ensuring all necessary materials and documents are prepared
  
• Support the implementation of financial plans
  by liaising with third-party providers, such as insurance companies or
  investment managers
  
• Assist in onboarding new clients and
  preparing them for a seamless financial planning experience
  
• Work closely with other departments, such as
  compliance and administration, to ensure accurate execution of tasks related to
  client financial plans
  
• Adhere to all compliance in terms of FICA and
  FAIS regulations
  
• Ongoing maintenance and development of
  professional knowledge to satisfy the current industry and legislative
  requirements
  
• General office management duties and/or
  administrative tasks within other divisions of the business that may be
  required from time to time
  

Requirements

• Grade
  12
  
• 3-year
  Degree preferred
  
• RE 5
  qualifications preferred
  
• At least 1 year of experience in a working
  corporate environment
  
• Proficiency
  in Microsoft Office