Client Relationship Specialist / paraplanner Johannesburg

📌 OPPORTUNITY OVERVIEW

Status Staffing is actively recruiting for a Client Relationship Specialist / paraplanner position in Johannesburg. This is an excellent opportunity for professionals in the Finance / Accounting / Audit sector looking to advance their careers.

🎯 IDEAL CANDIDATE PROFILE

We are seeking talented individuals with the following profile

• Experience Level: 5 - 10 years • Educational Background: Bachelor or equivalent • Industry Focus: Finance / Accounting / Audit • Location Preference: in Johannesburg

💼 WHY THIS ROLE MATTERS

Financial professionals like Client Relationship Specialist / paraplanner are vital for organizational stability and compliance. This role offers the opportunity to impact business strategy and financial health.

📈 CAREER DEVELOPMENT INSIGHTS

With 5-10 years in Finance / Accounting / Audit, you're positioned for senior roles. This opportunity allows you to mentor others and drive strategic initiatives.

📋 APPLICATION GUIDANCE

When applying for this Client Relationship Specialist / paraplanner position, ensure your CV highlights: • Relevant experience matching the 5 - 10 years requirement • Educational qualifications in line with Bachelor • Specific achievements in the Finance / Accounting / Audit field • Any certifications or specialized training

🌍 SOUTH AFRICA JOB MARKET CONTEXT

The Finance / Accounting / Audit sector in South Africa continues to show strong demand for skilled professionals. This position represents a valuable opportunity in the current job market.

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\"\"" Position: Client Relationship Specialist / Paraplanner Employer: Status Staffing

Sector: Finance Reference: PC002083/LS

Job Type: Permanent Salary: Market Related Start Date: A. S. A. P

Required Qualifications: - At least 5-10 years of experience in private client wealth or relationship management - Proven track record of servicing high-net-worth and ultra-high-net-worth clients - In-depth knowledge of investment advisory, financial planning, and estate planning - Relevant FSCA-approved qualification and RE5 certification - Valid Financial Services Provider (FSP) license, specifically Category 1 - PGDFP qualification preferred - Proficient in English and Afrikaans, with strong communication skills - Computer literate and technologically adept - Valid driver’s license - Fluency in both English and Afrikaans, both spoken and written - Understanding of financial markets, including equities, fixed income, bonds, property, cash instruments, and local and offshore schemes - Awareness of local and global economic fundamentals - Exceptional interpersonal and sales skills, capable of building relationships with high-net-worth and ultra-high-net-worth clients - Strong technical proficiency, particularly in Microsoft Office and CRM systems (XPlan) - Knowledge of company’s product offerings and compliance with regulatory requirements

Key Responsibilities: - Provide outstanding client care to existing clients within an allocated Wealth Specialist's team - Develop and maintain trust-based relationships with private wealth clients - Identify client needs and recommend appropriate products and services - Conduct regular client reviews to assess portfolio performance and make necessary adjustments - Contribute to reaching monthly Funds Under Management (FUM) targets within the team - Respond promptly and professionally to all client inquiries and requests - Manage, track, and follow up on leads received by the Wealth Specialist team - Reconcile and submit daily reconciliation templates and team figures - Maintain effective communication with all allocated clients, adhering to company standards and guidelines - Utilize the company’s CRM system (XPlan) to its fullest potential - Schedule and confirm appointments for the Wealth Specialist, ensuring all necessary documentation is prepared - Review deal packs and will applications for completeness and accuracy before submission to the Regional Administration Manager - Assist in resolving outstanding requirements to ensure successful deal completion - Maintain comprehensive knowledge of all company product offerings - Ensure strict adherence to all regulatory requirements, including FSCA and FAIS Act guidelines - Manage complaints and terminations in a compliant and client-focused manner - Conduct thorough, FAIS-compliant client reviews with full consideration of changing client circumstances - Achieve performance targets and deliverables set by the company \"\"" This rephrased description maintains the original meaning, requirements, and information while presenting the content in a unique format with varied sentence structures and vocabulary.