Opportunity overview
What you should know
We checked this opportunity from Assist World. It is listed as South Africa.
The work location is South Africa. Employer-stated compensation: Salary not included in the job posting.
Job description
About this role
About the Role We are seeking an experienced Paraplanner / Client Relationship Manager to join a growing US-based wealth management firm. This is a full-time remote position where you'll play a key role in supporting a busy Financial Advisor, helping to deliver an exceptional client experience while taking ownership of day-to-day planning and relationship management responsibilities. This is an excellent opportunity for someone with financial planning experience who enjoys working directly with clients and wants to become an integral part of a growing advisory practice.
Responsibilities
- ● Act as the primary point of contact for client service enquiries.
- ● Build and maintain strong relationships with clients through phone, email and virtual
- meetings.
- ● Prepare and support financial plans using eMoney.
- ● Assist with financial planning recommendations and implementation.
Qualifications and requirements
- ● Act as the primary point of contact for client service enquiries.
- ● Build and maintain strong relationships with clients through phone, email and virtual
- meetings.
- ● Prepare and support financial plans using eMoney.
- ● Assist with financial planning recommendations and implementation.
- About the Role We are seeking an experienced Paraplanner / Client Relationship Manager to join a growing US-based wealth management firm. This is a full-time remote position where you'll play a key role in supporting a busy Financial Advisor, helping to deliver an exceptional client experience while taking ownership of day-to-day planning and relationship management responsibilities. This is an excellent opportunity for someone with financial planning experience who enjoys working directly with clients and wants to become an integral part of a growing advisory practice. Key Responsibilities ● Act as the primary point of contact for client service enquiries. ● Build and maintain strong relationships with clients through phone, email and virtual meetings. ● Prepare and support financial plans using eMoney. ● Assist with financial planning recommendations and implementation. ● Manage client information and maintain accurate records within the CRM. ● Work with client accounts held on the Charles Schwab custodial platform. ● Coordinate with the Financial Advisor to ensure outstanding client service. ● Handle planning, administrative and follow-up tasks independently. ● Help streamline internal processes and free up advisor capacity for business growth.
The description, responsibilities and qualifications used for this page and its JobPosting data appear above. Use the application action in the Job snapshot to confirm any later changes before applying.
Why you may be eligible
The source lists South Africa as the eligible location. Confirm that you meet any work-authorization, time-zone and experience requirements.
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How this listing was checked
- Source status
- Applicant-tracking source confirmed
- Employer or source
- Assist World
- Source checked
- September 9, 2026
- Application destination
- Employer or official applicant-tracking website
- Work setup and location
- Remote · South Africa
- Who can apply
- South Africa · Confirmed by source
- Pay
- Not stated by employer
- Deadline
- Not stated by employer
We check the source and visible requirements, but the employer controls changes and the final hiring decision. Confirm the latest requirements before applying.