Paraplanner Assistant

Company DescriptionPangea Wealth is a boutique wealth management firm licensed by the Financial Sector Conduct Authority. Our dedicated team of experienced professionals provides tailored financial solutions to help clients grow wealth, protect their lifestyle, and build a legacy. We are committed to offering long-term financial peace of mind, fostering lasting generational relationships. Through a rigorous, repeatable process and a global perspective, Pangea Wealth partners with top providers in South Africa and internationally to deliver bespoke financial services for individuals, families, and businesses.Pangea Wealth is a highly specialized, professional and forward thinking firm. We are looking for an energetic, educated and sophisticated Paraplanner assistant to assist the wealth managers and head of operations to help propel Pangea Wealth to become one of the biggest Wealth Management firms in the country.Role DescriptionThis is a full-time on-site role for a Paraplanner located in the Johannesburg near Blairgowrie. Day-to day administration, customer service, relationship management, research, operational tasks, and internal advice services to Wealth Managers including:Research on advice-related issues to be utilised in client reports/record of advice.Minutes of meetingsForm completionMaintaining files and recordsUpload client financial information onto the client relationship management software system and prepare scenarios to be used by financial planners in the preparation of written Records of Advice.Prepare analysis of client portfolio on behalf of Financial Planner in accordance with practice procedures and policies as well as client and advisor requirementsAssist in drafting Record of Advice documents for Financial Planners.Assist in managing the client review process for Financial Planners.Handle all top up/ad hoc investments and rebalances.Free up Wealth Manager’s time so that they can concentrate on what they do best (sitting in front of clients)QualificationsStrong knowledge and experience in Financial Planning and InvestmentsProficiency in Analytical Skills with a solid understanding of FinanceExpertise in Report Writing and the ability to communicate complex information clearly and conciselyAttention to detail and the ability to produce accurate and thorough workQualifications in finance, economics, or any related field are an advantageProficiency in Microsoft Power Point and ExcelA commitment to maintaining industry compliance and ethical standards