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: Others 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 Others• 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: Client Relationship Specialist / Paraplanner Employer: Status Staffing

Sector: Finance Reference: PC002083/LS Reference: PC002083/LS

About the Role Status Staffing's esteemed client is searching for a seasoned and proficient Client Relationship Specialist to join their team in Melrose North, Johannesburg. The successful applicant should possess a minimum of 5–10 years' experience in private client wealth or relationship management, with a solid background in serving high-net-worth and ultra-high-net-worth clients. This includes investment advisory, financial planning, and estate planning. The ideal candidate must hold a relevant FSCA-approved qualification, RE5 certification, and a valid FSP license (Category 1), with a PGDFP being a plus. Excellent communication skills in English and Afrikaans, coupled with strong technical proficiency and a valid driver's license, are mandatory for this role.

Application Requirements - Minimum 5–10 years' experience as a Private Client Wealth or Relationship Manager - Experience working with 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 - Postgraduate Diploma in Financial Planning (PGDFP) (advantageous) - RE5 certification (required) - Valid Financial Services Provider (FSP) license, including Category 1 - Proficient in Microsoft Office and computer literate - Valid driver's license - Fluent in verbal and written English and Afrikaans - Strong understanding of financial markets and instruments - Good understanding of local and global economic fundamentals - Client needs analysis knowledge and ability to meet diverse client financial objectives - Strong interpersonal and sales skills - Ability to engage and build relationships with high-net-worth and ultra-high-net-worth clients - Computer literate and technologically proficient

Key Responsibilities - Service existing clients within an allocated Wealth Specialist's team, delivering a high standard of client care - Build and maintain strong, trust-based relationships with private wealth clients - Understand client needs and provide appropriate product and service solutions - Conduct client reviews to assess current portfolios, identify needs, and make recommendations - Contribute to the achievement of monthly Funds Under Management (FUM) targets as part of the team - Attend to all client queries and requests timeously and professionally - Lead management of leads received by the Wealth Specialist team, ensuring timely follow-up - Maintain, reconcile, and submit daily reconciliation templates and team figures accurately - Engage with all allocated clients in accordance with company standards and guidelines - Ensure full and effective utilization of the company's CRM system (XPlan) - Schedule and confirm appointments for the Wealth Specialist, ensuring all required 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 a thorough understanding of all company product offerings - Ensure adherence to all regulatory requirements, including FSCA and FAIS Act guidelines - Manage complaints and terminations in a compliant and client-focused manner - 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

Application Process Should you meet all the requirements, please apply on our website at www.statusstaffing.com today. If you do not hear back within 10 working days, please consider your application unsuccessful. Your credentials will be retained for future similar roles.