Paraplanner | Bellville, Western Cape | Permanent

1 week ago

Bellville, Western Cape, South Africa PSG Konsult Full time R250 000 - R500 000 per year

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.

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