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
  

• 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