Senior Paraplanner: Financial Planning & Client Advisory

PSG Konsult Ltd.; Sandton; On-site; ZAR 350,000 - 600,000; Full time

Job summary

PSG Konsult Ltd. seeks a Senior Paraplanner in Sandton, Gauteng, to provide efficient administrative support to advisers and manage client portfolios, transactions and basic financial planning. You will handle documentation, risk assessment and client communications.

The role requires 5–7 years in financial planning paraplanning, a BCom in Finance/Investments/Planning/ Economics, and strong client-centric skills. CFP is advantageous; permanent position with on-site work at Sandton Grayston Drive.

Qualifications

• Matric Certificate required.
• BCom (Finance/Investments/Financial Planning/Economics) degree required/advantageous.
• CFP certification is advantageous.
• 5–7 years of paraplanning/financial planning experience in the advisory industry.

Responsibilities

• Prepare financial plan and risk management documents meeting compliance and adviser strategy.
• Prepare statement of advice documentation.
• Review customer portfolio reviews and adjust investments per changes.
• Maintain customer risk reviews aligned with product offerings and provider rates.
• Produce accurate client portfolio review documentation and reports.

Skills

Paraplanning

Client relationship

Communication

Analytical skills

Problem solving

Organising & planning

Independence

Education

Matric Certificate

BCom (Finance / Investments / Financial Planning / Financial Economics)

CFP (Advantageous)

Tools

CRM systems

Job description

PSG Konsult Ltd. seeks a Senior Paraplanner in Sandton, Gauteng, to provide efficient administrative support to advisers and manage client portfolios, transactions and basic financial planning. You will handle documentation, risk assessment and client communications.

The role requires 5–7 years in financial planning paraplanning, a BCom in Finance/Investments/Planning/ Economics, and strong client-centric skills. CFP is advantageous; permanent position with on-site work at Sandton Grayston Drive.