Paraplanner/Senior Administrator | Boksburg, Gauteng | Permanent

PSG Wealth Menlyn; Rand CP; On-site; GBP 100,000 - 125,000; Full time

Job summary

A financial services firm is seeking a Paraplanner/Senior Administrator in Boksburg, Gauteng. The role involves providing administrative and planning support to advisers, managing client portfolios, and ensuring financial documents meet compliance. Candidates should have extensive financial industry experience, proficiency in MS Office, and strong communication skills. This is a permanent position with an emphasis on client care and analytical skills.

Qualifications

• At least 5 years relevant work experience within the financial industry as a Paraplanner.
• Proficient in both spoken and written English and one other official South African language.
• Valid driver's license and own vehicle.

Responsibilities

• Provide efficient administrative & planning support to advisers.
• Formulate effective financial plan documents based on adviser strategies.
• Review customer portfolio in conjunction with changes in circumstances.

Skills

Financial Planning support

Communication skills

Analytical skills

Problem solving

Client Relationship Management

Education

Grade 12 or NQF5 Wealth Management Certificate

Tools

MS Office: Excel

MS Office: Word

MS Office: PowerPoint

Job description

Designation: Paraplanner/Senior Administrator | Boksburg, Gauteng | Permanent

Category: Administration and Operations

Job Level: Semi-skilled and discretionary decision making

Posted by: PSG Financial Services

Posted on: 05 Jun 2025

Reference Number: POS05269

Closing date: 10-Aug-2025

Position Type: Permanent

Location: East Rand Atlas Road

Overview

VACANCY | PARAPLANNER/SENIOR ADMIN | BOKSBURG, GAUTENG | 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

This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Senior Administrator/Paraplanner to provide an efficient administrative & planning support function to the Advisers. 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
• Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer’s needs, objectives and risk tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with the company standard documents, policies and procedures.
• Prepare statement of advice documentation as required.
• Review customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process. Ensure report is accurate and that investment strategy is meeting customer’s objectives. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
• Review customers risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
• Prepare statement of advice documentation as required.
• Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model.
• Customer Service
• Administration
• Client Relationship Management
• Gather Policy information
• Compile a summary of information
• Research product information
• Handling and solving of client enquiries
• Handling of new application and quotations
• Reporting of new business statistics
• Maintaining CRM systems
  
  

Minimum Requirements

• Grade 12 or NQF5 Wealth Management Certificate
• At least 5 year’s relevant work experience within the financial industry as Paraplanner (Risk, Employee Benefits, Investments & Wills)
• Valid driver’s license and own vehicle
• Proficient in both spoken and written English and one other official South African language
• Computer literacy (MS Office: Excell, Word & PowerPoint))
  
  

Competencies

• Care for clients must come naturally
• Communication and warm, efficient interpersonal skills
• Client and team centricity
• Systematic thinking
• Attention to detail
• Problem solving
• Analytical skills
• Sound organising and planning
• Ability to operate independently
• Proactive problem solving
• Accuracy and reliability
• Ability to work under pressure
  
  

How To Apply

Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAK by no later than 10 August 2025. 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.