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

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

Behavioural Competencies