Wealth Administrator

Our client is seeking an experienced Wealth Administrator to join their Bryanston, Johannesburg team, 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