Relationship Manager /Para Planner

GENERAL JOB INFORMATION:

Verso Wealth Bellville is looking for a self-managed, self-motivated, and coachable individual to join the team as a Relationship Manager/Paraplanner.

QUALIFICATIONS AND EXPERIENCE:

The ideal candidate should:

• Hold a relevant degree and preferably be studying towards a Postgraduate Diploma in Financial Planning
• Have approximately 5 years of relevant experience in the financial planning and wealth management industry, ideally in a support or administrative role with a Financial Planner
• Be proficient in using CRM and financial planning tools
• Meet fit and proper requirements
• Microsoft word and excel skills
• Be fluent in English both written and verbal and also fluent in  Afrikaans .

PERSONAL ATTRIBUTES:

• Client centric – the ability to develop and maintain relationships with clients
• Positive attitude, enthusiastic and friendly
• Organized, diligent and meets deadlines
• Ability to work independently as well as part of a team
• High ethical standards
• Good at multi-tasking

KEY DUTIES & RESPONSIBILITIES:

Initial responsibilities include:

• Handling general client and product provider enquiries
• Updating and managing the CRM and other relevant systems
• Submitting and following up on new business
• Monthly reporting
• Future responsibilities will include preparing and drafting detailed, personalized, holistic financial and investment plans

TO APPLY:

Those that meet the above-mentioned requirements, and/or have other proven relevant skills or qualifications, should submit a detailed CV for the attention of Ms. K Smit to e-mail careers02@verso.co.za or gerdav@verso-wealth.co.za by no later than 27 October 2025.

In submitting your information to Verso, you hereby allow us to collect your personal information and process it for the purpose of recruiting for this position.

Should you not receive a response from us by 28 November 2025, accept that your application was unsuccessful.

You may also visit us online at:

•   Website: https://verso.co.za/

•   LinkedIn profile: https://www.linkedin.com/company/verso-financial-service/

* Please note that the Verso Group may add, delete or expire jobs at any time.