Current jobs related to Paraplanner | Bellville, Western Cape | Permanent - Bellville, Western Cape - PSG Konsult

  • Sales Representative in Bellville

    2 weeks ago

    Bellville, Western Cape, South Africa Werkie Full time

    (eng=Sales Representative in BellvilleBe part of something special – grow with the Bellville teamOur client, a leading name in the financial services industry, has an established branch in Bellville, Western Cape – and they are looking for energetic Sales Consultants to join their growing teamIf you are enthusiastic, enjoy working with people, and want...

  • Coordinator (Operations & Administration: UVA South Africa Global Office)

    6 days ago

    Bellville, Western Cape, South Africa University of the Western Cape Full time

    Post Number953AFaculty/DepartmentUniversity of the Western Cape -> Arts and Humanities -> Centre for Humanities ResearchType of PositionFixed Term ContractLength of Contract Period5 yrsLocationMain Campus - Bellville, WC ZA (Primary)Closing Date8/12/2025Role Clarification & Key Performance AreasCOORDINATOR (Operations & Administration: UVA South Africa...

  • Manager: Student Recruitment

    2 weeks ago

    Bellville, Western Cape, South Africa University of the Western Cape Full time

    Post Number ITS SH55)Faculty/DepartmentUniversity of the Western Cape -> Rectorate -> Student Enrolment Management Unit (SEMU)Type of PositionPermanent - Full TimeLength of Contract PeriodLocationMain Campus - Bellville, WC ZA (Primary)Closing Date27/11/2025Role Clarification & Key Performance AreasThe University of the Western Cape (UWC) has a...

  • Manager Client Services

    7 days ago

    Bellville, Western Cape, South Africa University of the Western Cape Full time

    Post Number ITS: SE14)Faculty/DepartmentUniversity of the Western Cape -> Deputy Vice-Chancellor: Research & Innovation -> Library ServicesType of PositionPermanent - Full TimeLength of Contract PeriodLocationMain Campus - Bellville, WC ZA (Primary)Closing Date9/1/2026Role Clarification & Key Performance AreasThe University of the Western Cape Library...

  • Distribution Analyst

    2 weeks ago

    Bellville, Western Cape, South Africa PSG Konsult Full time

    Designation:Distribution Analyst | Bellville, Cape Town, Western Cape | PermanentCategory:Administration and OperationsJob Level:Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendentsPosted by:PSG Financial ServicesPosted on:06 Nov 2025Reference Number:POS05159Closing date:19-Nov-2025Position...

  • Specialist: Investment

    7 days ago

    Bellville, Western Cape, South Africa University of the Western Cape Full time

    Post NumberITS: SE66Faculty/DepartmentUniversity of the Western Cape -> Deputy Vice-Chancellor: Research & Innovation -> Technology Transfer OfficeType of PositionPermanent - Full TimeLength of Contract PeriodLocationMain Campus - Bellville, WC ZA (Primary)Closing Date11/1/2026Role Clarification & Key Performance AreasThe University of the Western Cape...

  • Manager: Grants

    1 week ago

    Bellville, Western Cape, South Africa University of the Western Cape Full time

    Post Number5285Faculty/DepartmentUniversity of the Western Cape -> Finance & Services -> Grants & ContractsType of PositionPermanent - Full TimeLength of Contract PeriodLocationMain Campus - Bellville, WC ZA (Primary)Closing Date25/11/2025Role Clarification & Key Performance AreasThe Grants & Contracts Manager is a management role responsible for the...

  • Committee Officer

    4 days ago

    Bellville, Western Cape, South Africa University of the Western Cape Full time

    Post Number7066 (ITS SC24)Faculty/DepartmentUniversity of the Western Cape -> Registrar -> Deputy Registrar: Secretariat & Policy ManagementType of PositionPermanent - Full TimeLength of Contract PeriodLocationMain Campus - Bellville, WC ZA (Primary)Closing Date3/12/2025Role Clarification & Key Performance AreasThe Secretariat provides procedural and...

  • Specialist : Trade Payable

    1 week ago

    Bellville, Western Cape, South Africa University of the Western Cape Full time

    Post Number5081Faculty/DepartmentUniversity of the Western Cape -> Finance & Services -> Accounts Payable & TravelType of PositionPermanent - Full TimeLength of Contract PeriodLocationMain Campus - Bellville, WC ZA (Primary)Closing Date18/12/2025Role Clarification & Key Performance AreasThe University of the Western Cape requires a suitably experienced...

  • Insure Adviser Assistant

    2 weeks ago

    Bellville, Western Cape, South Africa PSG Konsult Full time

    Designation:Insure Adviser Assistant | Bellville, Western Cape | PermanentCategory:Administration and OperationsJob Level:Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendentsPosted by:PSG Financial ServicesPosted on:02 Dec 2025Reference Number:POS40265Closing date:15-Dec-2025Position...

Paraplanner | Bellville, Western Cape | Permanent

3 weeks ago

Bellville, Western Cape, South Africa PSG Konsult Full time

Designation:

Paraplanner | Bellville, Western Cape | Permanent

Category:

Administration and Operations

Job Level:

Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents

Posted by:

PSG Financial Services

Posted on:

24 Nov 2025

Reference Number:

POS40197

Closing date:

08-Dec-2025

Position Type:

Permanent

Location:

Vineyards Office Estate

Overview:

VACANCY | PARAPLANNER | BELLVILLE, WESTERN CAPE | PERMANENT

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

Job description:

We require a Paraplanner to provide an efficient administrative support function to a Wealth Adviser. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in basic financial planning.

Responsibilities:
  • Financial Planning support
  • Writing of Quarterly Investment Reports
  • Customer Relationship Management
  • Newsletters
  • Fund Research
  • Equity Research
  • Share Trading
  • Compose & Analyse Client reports
  • Quantitative analysis on equities and funds
  • Qualitative analysis on funds and due diligence reports on funds.
  • Discuss market circumstances with clients and bearing on their investment decisions
  • Analyse risk reports
  • Review brokerage earned
  • Communication with clients (verbal and written)
  • Planning and strategizing
  • Client and broker meetings
  • Writing monthly business reports
  • Execute client orders
  • Client Cash management
Minimum requirements:
  • BCom (Finance / Business Finance / Investments / Financial Planning / Financial Sciences or Investment Management or BCom (Economics)
  • CFA / CFP / Postgraduate Diploma in Financial Planning (Advantageous)
  • 2 - 3 years relevant paraplanning / financial analysis experience within a financial services environment
  • Valid driver's license and own vehicle
  • Computer literacy (MS Office)
Skill-Set Required:
  • Numerical skills
  • Interpersonal skills
  • Communication skills (Verbal & Written)
  • Attention to detail
  • Problem solving
  • Industry Specific knowledge
  • Analytical skills
  • Lateral thinking
  • Leadership skills
  • A Passion for trading and the ability to work hard
  • Positive Attitude
  • Integrity
  • Good People skills
  • Work individually and in a team
How to apply:

Candidates interested must apply here by no later than 08 December 2025 OR browse available PSG Careers vacancies

By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 4 weeks of your application, please accept that your application was not successful.