• Support Private Wealth Managers in the preparation and implementation of client financial plans.
• Conduct financial research and analysis to assist in developing suitable client recommendations.
• Prepare financial planning reports, investment proposals, and suitability documentation.
• Ensure all client information and documentation are accurate, complete, and compliant.
• Liaise with product providers, administrators, and internal stakeholders to facilitate business processing.
• Monitor and track client transactions, applications, and servicing requests.
• Maintain accurate client records and CRM data.
• Contribute to delivering an exceptional client experience through efficient administrative and technical support.

Minimum Requirements

• Bachelor's Degree or Diploma in Finance, Economics, Accounting, Business, or a related field.
• Relevant financial planning or investment qualifications advantageous.
• 2–5 years' experience in financial planning, wealth management, investments, paraplanning, or financial services administration.
• Knowledge of investment products, retirement planning, and financial markets.
• Experience preparing financial plans, suitability reports, or client recommendations.
• Strong proficiency in Microsoft Office, particularly Excel and Word.
• Experience working with CRM and financial planning software is advantageous.
• Matric.

Key Skills & Competencies

• Financial Analysis & Research
• Report Writing & Documentation
• Attention to Detail
• Compliance & Regulatory Awareness
• Investment & Product Knowledge
• Planning & Organisational Skills
• Time Management
• Problem Solving & Critical Thinking
• Written & Verbal Communication
• Stakeholder Management
• Accuracy & Quality Focus
• Client Service Orientation

Duties and Responsibilities

Financial Planning Support

• Gather, analyse, and interpret client financial information.
• Assist in preparing comprehensive financial plans and recommendations.
• Conduct investment, product, and market research to support advice provided to clients.
• Prepare cash flow models, retirement projections, and financial analysis as required.

Report Preparation & Documentation

• Draft suitability reports, recommendation reports, investment proposals, and review documentation.
• Prepare meeting packs and supporting documentation for client meetings.
• Ensure all reports are accurate, compliant, and aligned with company standards.

Compliance & Administration

• Ensure client files meet regulatory and internal compliance requirements.
• Maintain accurate and complete client records and documentation.
• Assist with onboarding new clients and processing applications.
• Monitor outstanding requirements and follow up on pending documentation.

Stakeholder & Provider Liaison

• Liaise with product providers, administrators, and internal departments regarding client transactions and servicing matters.
• Track business submissions and ensure timely processing and implementation.
• Resolve administrative queries efficiently and professionally.

Client Service & Relationship Support

• Support Private Wealth Managers in delivering exceptional client service.
• Assist with client reviews and ongoing servicing requirements.
• Respond to client and stakeholder queries in a professional and timely manner.

Professional Development

• Stay informed of industry developments, regulatory changes, and financial planning best practices.
• Participate in ongoing training and development initiatives.
• Maintain a working knowledge of the firm's products, services, and investment solutions.