Paraplanner | Bellville, Western Cape | Permanent

PSG Konsult Ltd.; Bellville; On-site; ZAR 420,000 - 560,000; Full time

Job summary

PSG Konsult Ltd in Bellville, Western Cape, seeks a Paraplanner to provide efficient administrative support to advisers and manage client portfolios. You will assist with processing transactions, client communications and basic financial planning tasks.

You will prepare statements of advice, review portfolio performance, and ensure compliance with company standards. A BCom in finance or related field, 3–5 years’ experience, and a valid driver’s license are required; CFP is advantageous.

Qualifications

• BCom (Finance / Business Finance / Investments / Financial Planning / Financial Sciences or Investment Management or BCom (Economics)) is the core degree.
• CFP and/or Postgraduate Diploma in Financial Planning is advantageous for this role.
• 3–5 years of relevant work experience in the financial industry is required.
• Valid driver’s license and own vehicle are essential.

Responsibilities

• Formulate financial plan documents and risk management documents in line with adviser strategy and compliance.
• Prepare statement of advice documentation as required.
• Review portfolio reports and ensure investment strategies meet client objectives.
• Review and adjust client risk coverage as circumstances change and report actions taken.
• Maintain CRM systems and assist with diary management and new business processes.
• Provide client enquiries handling and quotations support.

Skills

Client centric

Communication skills

Interpersonal skills

Problem solving

Analytical skills

Organising and planning

Independent worker

Resilience

Education

BCom (Finance/Investment)

CFP and/or Postgraduate Diploma in Financial Planning

Tools

CRM systems

Job description

Designation: Paraplanner | Bellville, Western Cape | Permanent

Category: Administration and Operations

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

Closing date: 22-Oct-2026

Position Type: Permanent

Location: Tyger Waterfront Bonitas Office Park

Overview

PSGs commitmentto transform and embrace diversity is what drives us to achieve a diverseworkplace with employment equity as a key goal to create an inclusiveworkforce. In achieving our employment equity goals, we give preference toapplicants from designated groups, and we encourage people with disability toapply.

We require aParaplanner to provide an efficient administrative support function toAdvisers. In this role you will be allocated a portfolio of clients to assistwith processing transactions, dealing with clients directly, looking afteraccounts and support in basic financial planning.

Responsibilities

• Formulate effectivefinancial plan documents and/or risk management documents, in-line withthe strategy as outlined by the adviser, and the customer’s needs,objectives and risk tolerance. All documents must meet compliancerequirements and the relevant legislation, and comply with the companystandard documents, policies and procedures.
• Prepare statement ofadvice documentation as required.
• Review customer portfolioreview reports in conjunction with changes in customer circumstances andinvestments and general market movement, as outlined in the sales andservice process. Ensure report is accurate and that investment strategy ismeeting customer’s objectives. Ensure customer is kept well informed andthat all necessary actions are recommended and where necessary undertaken.
• Review customers riskcoverage in conjunction with changes in customer circumstances and riskmanagement needs, product offerings available, and changes in productprovider rates. Ensurecustomer is kept well informed and that allnecessary actions are recommended and where necessary undertaken.
• Prepare statement ofadvice documentation as required.
• Ensure the accurateproduction of all customer portfolio review documentation and reports inline with the practices service model.
• Gather Policy information
• Compile a summary ofinformation
• Research productinformation
• Handling and solving ofclient enquiries
• Handling of newapplication and quotations
• Diary management
• Reporting of new businessstatistics
• Preparation of insurereview appointments
• Maintaining CRM systems
• BCom (Finance / BusinessFinance / Investments / Financial Planning / Financial Sciences orInvestment Management or BCom (Economics)
• CFP and/or PostgraduateDiploma in Financial Planning (advantageous)
• At least 3- 5 yearsrelevant work experience within the financial industry
• Valid driver’s license andown vehicle
• Client centric
• Communication andinterpersonal skills
• Problem solving
• Analytical skills
• Organising and planning
• Ability to operateindependently
• Resilience