Paraplanner / Client Operations Coordinator at RecruitMyMom

Job Description

• A reputable investment management business with a highly collaborative, team-driven culture is seeking a competent Paraplanner and Client Operations Coordinator. This new role is designed to improve the flow between advisers, clients and operational teams. This is great opportunity for an organised and proactive individual to help shape a position that will become an integral part of the client service offering. 
• This role combines elements of paraplanning, project coordination, workflow management and client servicing. You'll act as a central point of coordination, ensuring that client meetings are properly prepared for, follow-up actions are tracked, and internal teams remain aligned on priorities.
• This can be a half-day or full-day role and is a 12-month fixed-term contract.

Key Responsibilities

Client Meeting Preparation

• Prepare comprehensive client review and planning packs.
• Gather information from multiple sources and ensure documentation is accurate and complete.
• Assist advisers in preparing for client meetings by anticipating information requirements and ensuring supporting material is readily available.
• Maintain record-keeping and filing standards.

Scheduling & Coordination

• Manage adviser calendars and client meeting schedules.
• Coordinate meeting logistics, documentation and follow-up actions.
• Liaise with clients and internal teams regarding meeting arrangements and requirements.

Workflow & Task Management

• Act as a workflow coordinator or "traffic controller" between advisers and the administration team.
• Allocate and monitor tasks to ensure implementation deadlines are met.
• Track outstanding actions and escalate bottlenecks where necessary.
• Maintain visibility of client deliverables and implementation progress.

Operational Support

• Assist with financial planning and investment-related administration.
• Coordinate implementation of client recommendations.
• Support proposal preparation, client reporting and other adviser deliverables.
• Identify opportunities to improve processes and client experiences.

Process Improvement & Technology

• Assist with the development and refinement of internal systems, workflows and technology solutions.
• Contribute ideas that improve efficiency and enhance operational scalability.
• Work closely with the team and continue to build and automate processes.

Requirements
Qualifications and Experience

• A completed commercial degree e.g. BSc or BCom in Accounting, Business, or similar
• Experience in paraplanning, wealth management, financial planning support, investment administration or client services. 
• Understanding of financial planning, investments, retirement products and associated administration processes.
• Experience coordinating teams, projects, workflows or operational processes.
• Advanced skills in Excel, e.g. Lookups, Pivots, Macros and Formulas
• Experience with CRM and workflow systems would be advantageous (Iress)

We are looking for someone who is:

• Highly organised and detail-oriented.
• Naturally proactive and solutions-focused.
• Comfortable coordinating multiple moving parts simultaneously.
• A strong communicator who works well with people.
• Confident working with technology and adaptable to new systems.
• Professional, dependable and accountable.
• A genuine team player who enjoys being part of an office environment.
• Able to take ownership and get things done without excessive supervision