Wealth Investment Assistant - Pietermartizburg

Job Classification Job Family Sales and Services Career Stream Client Service Leadership Pipeline Manage Self: Professional FAIS Affected Job Purpose Are you a detail-driven financial planning professional who thrives on turning complex client needs into clear, actionable advice? Nedbank Private Wealth specializes in wealth management using a bespoke approach for high-net-worth individuals and are currently seeking a dedicated Paraplanner to join our Cape Town and Durban offices. This is a position that will support Wealth Managers directly in servicing existing and potential clients. Job Responsibilities Job Responsibilities: Perform portfolio reviews, prepare records of advice/review Prepare financial projections where required. Understanding of investment and financial planning strategies for high-net-worth, Juristic and individual clients. An understanding of the different financial solutions available in the marketplace, including the specialisms in investment, insurance, pension and tax Understanding of investment and financial planning strategies for high-net-worth clients Ability to identify, meet and follow through with client needs and requirements Professional, ethical and discreet, acting always in the best interests of clients Effective time and caseload management with a flexible approach to business hours Organized, with a strong attention to detail, able to perform multiple tasks efficiently Strong financial and analytical skills Strong verbal and written communication skills Superior knowledge of Microsoft Excel, Word and PowerPoint People Specification The ideal Candidates will desire to be in a large wealth management environment, have a true passion for financial planning as their career calling, and are committed to a fulfilling work/life balance. You must have the ability to utilize critical thinking skills, work within a team, and anticipate client questions as well as business needs. Qualified candidates will be detail oriented, structured and have a high degree of follow through. Working as a paraplanner requires good teamwork, hard work, enthusiasm and excellent communication skills. This is an opportunity to combine your analytical thinking, financial planning expertise and client-focused mindset in an environment where quality advice, precision and professionalism matter. Essential Qualifications - NQF Level Matric / Grade 12 / National Senior Certificate Minimum Experience Level Bachelor of Commerce/Finance/lnvestments/Economics Post Graduate diploma in Financial Planning 3 years' Private Banking/ Investment House and Para-Planning experience RE5 certification is highly advantageous Technical / Professional Knowledge Cluster Specific Operational Knowledge Relevant regulatory knowledge Industry trends Business terms and definitions Communication Strategies Relevant software and systems knowledge Decision-making process Banking knowledge Governance, Risk and Controls Banking procedures Behavioural Competencies Advancing Sales Discussions Building Customer Loyalty Work Standards Collaborating Communication Managing Work --------------------------------------------------------------------------------------- Please contact the Nedbank Recruiting Team at +27 860 555 566