Current jobs related to Paraplanner | Irene, Pretoria, Gauteng | Permanent - Pretoria, Gauteng - PSG Konsult

  • Estate & Wills Administrator | Lynnwood, Pretoria, Gauteng | Permanent

    1 week ago

    Pretoria, Gauteng, South Africa PSG Konsult Full time

    Designation:Estate & Wills Administrator | Lynnwood, Pretoria, Gauteng | PermanentCategory:Administration and OperationsJob Level:Semi-skilled and discretionary decision makingPosted by:PSG Financial ServicesPosted on:20 Jan 2026Reference Number:POS38513Closing date:31-Jan-2026Position Type:PermanentLocation:Pretoria Oos/Pretoria EastOverview:VACANCY |...

  • Sales Agent in Pretoria East

    1 week ago

    Pretoria, Gauteng, South Africa Werkie Full time

    (eng=Sales Agent in Pretoria EastTake the next step in your sales career – where hard work and opportunities go hand in handOur client, a nationally established leader in the financial services industry, is seeking driven and ambitious Sales Representatives to join their growing Pretoria East branch.If you are motivated, competitive, and passionate about...

  • Team Leader: Pretoria North Life Office

    1 week ago

    Pretoria, Gauteng, South Africa Avbob Full time

    DescriptionWe are looking for a highly motivated, proactive and resilient individual with strong knowledge of sales and marketing to join our sales team as a Team Leader. The incumbent will be responsible to ensure the effective management of a team of Financial Associates in order to achieve business objectives.You will be working for a well-established...

  • Raw Material Dispenser

    2 weeks ago

    Pretoria, Gauteng, South Africa RCL FOODS Full time

    Closing Date 2026/01/07Reference Number RCL Company RCL FoodsJob Title Raw Material DispenserFunctions Operations/ManufacturingJob Type Classification PermanentLocation - Town / City Pretoria WestLocation - Province GautengLocation - Country South AfricaJob DescriptionAtRCL FOODS, we are driven by a purpose that goes beyond business. Our commitment to"We...

  • Sales Executive

    1 week ago

    Pretoria, Gauteng, South Africa Status Full time

    Our client, a leading company in the textiles and garment manufacturing industry in Pretoria, is seeking a dynamic Sales Executive to join their team. This hybrid/remote role offers an exciting opportunity for a self-motivated individual with a proven track record in sales, particularly within textiles, fashion, or garment manufacturing. The ideal candidate...

  • Butchery Manager

    1 week ago

    Pretoria, Gauteng, South Africa Delthorn Full time

    DescriptionPermanent Senior Management position in retail butchery chain.RequirementsMinimum of 10 years Butchery experience.Be  a self starter and successfully managed a team of 10-15 people.Be able to achieve sales and gross profits.Be able to achieve high standards in hygiene, cutting, packing, merchandising and customer serviceBe able to develop and...

  • BUTCHERY MANAGERS

    1 week ago

    Pretoria, Gauteng, South Africa Delthorn Full time

    DescriptionPermanent Senior Management position in retail butchery chain.RequirementsThe following criteria must be met by candidates applying for the above position:Minimum of 10 years Butchery experience.Minimum of 5 year Butchery Management experienceSuccessfully managed a team of 10-15 people.Must be able to work as a team and also independentlyBe able...

  • General Practitioner Opportunity

    1 week ago

    Pretoria, Gauteng, South Africa Medical Resources Group (Pty) Ltd Full time

    General Practitioner Opportunity | Mamelodi East, PretoriaMedical Resources Group is recruiting on behalf of a well-established solo GP practice in Mamelodi East, Pretoria (Gauteng) for a qualified General Practitioner to join the practice on a part-time, flexible basis, with an ideal start date of 1 March 2026.This opportunity is ideal for a GP who values...

  • Broker Consultant: Montana

    2 weeks ago

    Pretoria, Gauteng, South Africa Avbob Full time

    DescriptionWe are looking for a highly motivated, proactive and resilient individual with strong knowledge of sales and marketing to join our Broker Divison as a Broker Consultant. The incumbent will be responsible to ensure the effective management of a team of Insurance Brokers in order to achieve business objectives.You will be working for a...

  • Senior Applications Functional Specialist

    1 week ago

    Pretoria, Gauteng, South Africa Femploy By InfiniteCode Full time

    MUST HAVE IT BANKING EXPERIENCEJob Title: Senior Applications Functional SpecialistLocation: Pretoria, GautengFull Time Role – OnsiteRole Overview:The main purpose of this position is to drive or lead a team in providing functional support to the client's business applications, with a focus on testing, analysis, configuration and general support.Detailed...

Paraplanner | Irene, Pretoria, Gauteng | Permanent

4 hours ago

Pretoria, Gauteng, South Africa PSG Konsult Full time

Designation:

Paraplanner | Irene, Pretoria, Gauteng | 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:

10 Jan 2026

Reference Number:

POS40668

Closing date:

23-Jan-2026

Position Type:

Permanent

Location:

R21 EB and Wealth: Irene

Overview:

VACANCY | PARAPLANNER | IRENE, PRETORIA, GAUTENG | PERMANENT

Job description:

This is an opportunity to join a well-established office and team which is growing rapidly. We require a Paraplanner to provide an efficient administrative support function to Advisers. This role bridges the gap between administration and advisory functions — enhancing the quality of advice delivered, improving operational efficiency, and contributing to an exceptional client experience. The Paraplanner supports both pre- and post-advice processes and ensures technical accuracy across all advice documentation.

Responsibilities:

  • Financial Planning and Technical Support
  • Prepare accurate and compliant financial plans based on client objectives, needs, and risk profiles.
  • Conduct detailed cashflow analyses, retirement projections, and financial modelling to support adviser recommendations.
  • Research and evaluate investment products, portfolios, and strategies, considering tax and legislative implications.
  • Ensure all advice documents and supporting materials comply with FAIS, FICA, and internal compliance standards.
  • Compile comparative analyses and scenario modelling to support advice formulation.
  • Assist with implementation documentation and ensure correct reflection of client instructions post-advice.
  • Client Review and Reporting
  • Prepare and update client portfolio review reports in line with investment performance and changing client circumstances.
  • Draft and format review presentations, Records of Advice, and summary reports for adviser delivery.
  • Monitor portfolio performance and identify variances or inconsistencies relative to client objectives.
  • Maintain review schedules and ensure timely preparation of all required review documentation.
  • Adviser and Front Office Support
  • Provide technical support to Wealth Advisers and Adviser Administrators before and after client meetings.
  • Maintain accurate CRM data, ensuring all client records, plans, and compliance documents are up to date.
  • Support advisers in client strategy sessions by preparing summary packs, illustrations, and scenario outputs.
  • Attend client meetings when required to provide technical input and clarification.
  • Collaborate with administration and compliance teams to ensure full adherence to regulatory requirements.
  • Operational and Compliance Responsibilities
  • Ensure all financial planning and client documentation aligns with PSG's compliance framework.
  • Verify that assumptions, calculations, and recommendations are supported by valid data and justifiable reasoning.
  • Maintain an audit-ready record of all client planning and reporting documentation.
  • Stay informed of regulatory updates, product changes, and industry developments that may affect advice.
  • Collaboration and Relationship Management
  • Work closely with Wealth Advisers, Adviser Assistants, and Administrators to ensure seamless client service.
  • Liaise with product providers and research teams to obtain required data and documentation.
  • Contribute to continuous improvement of advice templates, workflows, and review processes.
  • Promote a culture of teamwork, accountability, and service excellence within the advisory practice.

Minimum requirements:

  • Matric (Grade 12)
  • CFP and/or Postgraduate Diploma in Financial Planning/ Degree in Investment Management (Preferred)
  • 2-4 years' experience in a wealth management, advisory or paraplanning environment
  • Exposure to Investment analysis, cashflow modelling, and financial planning processes
  • Experience in both individual and group-to-individual transitions (Advantageous)

Competencies:

  • Strong analytical and numerical reasoning.
  • High attention to detail and accuracy.
  • Excellent written communication and report-writing ability.
  • Sound understanding of investment, retirement, and financial planning principles.
  • Ability to interpret and apply legislative and regulatory requirements (FAIS, FICA, FSCA).
  • Organised and deadline-driven with the ability to prioritise multiple deliverables.
  • Collaborative team player with initiative and problem-solving skills.
  • Professional discretion and integrity in handling client data.
  • Proficient in Microsoft Office, financial planning software (e.g. myPractice), and provider systems.

How to apply:

Candidates interested must apply on the PSG Careers website OR browse vacancies by no later than 23 January 2026.

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 2 weeks of your application, please accept that your application was unsuccessful.