Senior Paraplanner | Sandton, Gauteng | Permanent

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

Category: Administration and Operations

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

Posted by: PSG Financial Services

Closing date: 26-Oct-2026

Position Type: Permanent

Location: Sandton Grayston Drive

Overview

VACANCY | SENIOR PARAPLANNER | SANDTON, GAUTENG | PERMANENT

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 aSenior Paraplanner 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.
• Customer Service
• Administration
• Client RelationshipManagement
• 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
• Matric Certificate
• Relevant BCom FinancialDegree (Finance / Investments / Financial Planning / Financial Sciences /Economics)
• CFP (Advantageous)
• 5 – 7 years relevant workexperience dealing with financial planning in the advice industry(paraplanning)
• Team-player
• Client centric
• Communication andinterpersonal skills
• Problem solving
• Analytical skills
• Organising and planning
• Ability to operateindependently
• Resilience