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: Matric 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 Matric• 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.

Position Title: Client Relationship Specialist / Paraplanner Employer: Status Staffing

Salary: Market Related Job Type: Permanent Sector: Wealth Management Reference: PC002083/LS

Vacancy Details

Status Staffing is currently representing a premier financial services client in Melrose North, Johannesburg, who is on the lookout for a seasoned Client Relationship Specialist to enhance their team. The successful candidate will demonstrate 5–10 years’ experience in private client wealth management or relationship management, particularly in dealing with high-net-worth and ultra-high-net-worth clients, including expertise in investment advisory, financial planning, and estate planning. Candidates must possess a relevant FSCA-approved qualification, RE5 certification, and a valid FSP license (Category 1), with a Postgraduate Diploma in Financial Planning (PGDFP) being highly desirable. Proficiency in both English and Afrikaans, as well as technical skills and a valid driver’s license, are critical for this position.

Applicants should include a recent professional profile photo with their application.

Employment Type: Permanent Basic Salary: Market related Start Date: As soon as possible

Requirements

5–10 years’ experience in Private Client Wealth or Relationship Management Experience serving high-net-worth and ultra-high-net-worth clients in investment advisory, financial planning, and estate planning Grade 12 (Matric) qualification Recognized FSCA-approved tertiary qualification RE5 certification (mandatory) Valid Financial Services Provider (FSP) license, Category 1 Proficient in Microsoft Office Computer literate and technologically adept Valid driver’s license Fluent in English and Afrikaans Strong understanding of financial markets and instruments Good grasp of local and global economic fundamentals Knowledge of risk profiling tools to meet client financial objectives Ability to comprehend the company’s business model, products, and services Awareness of competitor activities and offerings Strong interpersonal and sales skills, with the ability to build relationships with high-net-worth and ultra-high-net-worth clients Technical skills

Duties

Provide high-quality client care within an allocated Wealth Specialist’s team Build and nurture trust-based relationships with private wealth clients Assess client needs and deliver suitable product and service solutions Conduct client reviews to evaluate current portfolios, identify needs, and provide recommendations Contribute to achieving monthly Funds Under Management (FUM) targets as part of the team Handle all client queries and requests professionally and efficiently Manage, follow-up, and track all leads for the Wealth Specialist team Maintain, reconcile, and submit accurate daily reconciliation templates and team figures Engage with allocated clients as per company standards and guidelines Ensure effective utilization of the company’s CRM system (XPlan) Schedule and confirm appointments for the Wealth Specialist, ensuring all necessary documentation is prepared Review deal packs and will applications for accuracy before submission Assist in resolving outstanding requirements to ensure successful deal completion Maintain comprehensive knowledge of all company product offerings Ensure compliance with all regulatory requirements, including FSCA and FAIS Act guidelines Conduct comprehensive, FAIS-compliant client reviews, including full needs analysis and consideration of changes in client circumstances Meet performance targets and deliverables as set by the company

Hours: Monday to Friday: 08:00 – 17:00

Interested candidates meeting all the criteria should apply on our website at www.statusstaffing.com. If you do not receive a response within 10 working days, please consider your application unsuccessful. We will retain your credentials for future similar roles.