Paraplanner | Tyger Valley, Bellville, Western Cape | Permanent
About the role
Designation: Paraplanner | Tyger Valley, Bellville, Western Cape | 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: 15 Sep 2025
Reference Number: POS40033 | POS40035
Closing date: 30-Sep-2025
Position Type: Permanent
Location: Tyger Waterfront Bonitas Office Park
Overview VACANCY | PARAPLANNER | TYGER VALLEY, BELLVILLE, WESTERN CAPE | 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 Wealth adviser office and a dynamic team. The Paraplanner is a specialist role primarily responsible for producing the financial plan to meet the client’s needs. The Paraplanner should hold a proper authority from the licensee to provide financial advice and must operate within the compliance regulations; needs expertise in investment products and strategies, regulations, and tax implications. In addition, a thorough knowledge of investment product features and benefits for comparative purposes. Research on changes to products, services and strategy options should be regularly undertaken. The successful candidate will also be responsible for administration of investment business, interacting with clients (including attending face-to-face client meetings) by managing relationships and providing client services. You will ensure new business implementation and maintenance of unit trust and share portfolios of clients. The role needs excellent client relationship management and office administrative skills.
Responsibilities: Providing effective client service and administrative assistance to clients and the adviser team
- Gather policy and investment information.
- Prepare and implement investment proposals.
- Handle new application and quotations.
- Handle and solve client enquiries (all existing business enquiries).
- Rebalance and maintain existing portfolios (switches, rebalances, withdrawals and investment allocations).
- Build and maintain good working relationships.
- Maintain Service Level agreement deadlines.
- Maintain CRM system.
- Ensure FICA and FAIS Compliance.
Produce financial plan
- Gather policy and investment information and compile a summary of the information.
- Research product information.
- Formulate effective financial plan documents, in-line with the strategy as outlined by the office, and the client’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.
- Ensure all research and technical information used by the office in providing advice is up to date and accurate.
- Prepare statement of advice documentation as required.
Investment reviews
- Prepare client portfolio review reports in conjunction with changes in client circumstances and investments and general market movement. Ensure report is accurate and that office’s investment strategy is meeting client’s objectives. Ensure client is kept well informed and that all necessary actions are recommended and where necessary undertaken.
- Prepare statement of advice documentation if required.
Minimum requirements:
- NQF5 Wealth Management qualification compulsory
- Relevant degree/CFP and/or Postgraduate Diploma in Financial Planning (advantageous)
- RE5 (Representative Regulatory Exam) compulsory
- At least 5+ years relevant work experience within the financial/Insurance industry in a similar role
- Proficient in both spoken and written English, and at least one other of the official South African languages
Skill-Set Required:
- Client centric
- Communication and interpersonal skills
- Attention to detail
- Problem solving
- Analytical skills
- Organising and planning
- Ability to operate independently
- Resilience
- Computer literacy (MS Office/Outlook/Excel/Word)
- Team player
How to apply: Candidates interested must apply here by no later than 30 September 2025 OR browse available PSG Careers vacancies http://bit.ly/3bD2iAk .
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 4 weeks of your application, please accept that your application was not successful. For more information about careers at PSG, visit https://www.psg.co.za/careers
About PSG Wealth Menlyn
At PSG Wealth Menlyn, our clients are the heartbeat of our business. We take great care to get a deep understanding of each client’s life story, their goals and wealth choices to build a lifelong, trusting relationship. Through meticulous planning, objective implementation and regular reviews, we ensure that our clients’ present and future lifestyles are sustainable. We specialize in the private client market and offer the full range of financial products and services our clients require:
- Your wealth needs: Retirement and investment planning
- Your business needs: Investing your business capital, employee benefits
- Your legacy needs: Estate Planning, Wills, local and international trust services
Paraplanner | Tyger Valley, Bellville, Western Cape | Permanent
About the role
Designation: Paraplanner | Tyger Valley, Bellville, Western Cape | 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: 15 Sep 2025
Reference Number: POS40033 | POS40035
Closing date: 30-Sep-2025
Position Type: Permanent
Location: Tyger Waterfront Bonitas Office Park
Overview VACANCY | PARAPLANNER | TYGER VALLEY, BELLVILLE, WESTERN CAPE | 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 Wealth adviser office and a dynamic team. The Paraplanner is a specialist role primarily responsible for producing the financial plan to meet the client’s needs. The Paraplanner should hold a proper authority from the licensee to provide financial advice and must operate within the compliance regulations; needs expertise in investment products and strategies, regulations, and tax implications. In addition, a thorough knowledge of investment product features and benefits for comparative purposes. Research on changes to products, services and strategy options should be regularly undertaken. The successful candidate will also be responsible for administration of investment business, interacting with clients (including attending face-to-face client meetings) by managing relationships and providing client services. You will ensure new business implementation and maintenance of unit trust and share portfolios of clients. The role needs excellent client relationship management and office administrative skills.
Responsibilities: Providing effective client service and administrative assistance to clients and the adviser team
- Gather policy and investment information.
- Prepare and implement investment proposals.
- Handle new application and quotations.
- Handle and solve client enquiries (all existing business enquiries).
- Rebalance and maintain existing portfolios (switches, rebalances, withdrawals and investment allocations).
- Build and maintain good working relationships.
- Maintain Service Level agreement deadlines.
- Maintain CRM system.
- Ensure FICA and FAIS Compliance.
Produce financial plan
- Gather policy and investment information and compile a summary of the information.
- Research product information.
- Formulate effective financial plan documents, in-line with the strategy as outlined by the office, and the client’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.
- Ensure all research and technical information used by the office in providing advice is up to date and accurate.
- Prepare statement of advice documentation as required.
Investment reviews
- Prepare client portfolio review reports in conjunction with changes in client circumstances and investments and general market movement. Ensure report is accurate and that office’s investment strategy is meeting client’s objectives. Ensure client is kept well informed and that all necessary actions are recommended and where necessary undertaken.
- Prepare statement of advice documentation if required.
Minimum requirements:
- NQF5 Wealth Management qualification compulsory
- Relevant degree/CFP and/or Postgraduate Diploma in Financial Planning (advantageous)
- RE5 (Representative Regulatory Exam) compulsory
- At least 5+ years relevant work experience within the financial/Insurance industry in a similar role
- Proficient in both spoken and written English, and at least one other of the official South African languages
Skill-Set Required:
- Client centric
- Communication and interpersonal skills
- Attention to detail
- Problem solving
- Analytical skills
- Organising and planning
- Ability to operate independently
- Resilience
- Computer literacy (MS Office/Outlook/Excel/Word)
- Team player
How to apply: Candidates interested must apply here by no later than 30 September 2025 OR browse available PSG Careers vacancies http://bit.ly/3bD2iAk .
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 4 weeks of your application, please accept that your application was not successful. For more information about careers at PSG, visit https://www.psg.co.za/careers
About PSG Wealth Menlyn
At PSG Wealth Menlyn, our clients are the heartbeat of our business. We take great care to get a deep understanding of each client’s life story, their goals and wealth choices to build a lifelong, trusting relationship. Through meticulous planning, objective implementation and regular reviews, we ensure that our clients’ present and future lifestyles are sustainable. We specialize in the private client market and offer the full range of financial products and services our clients require:
- Your wealth needs: Retirement and investment planning
- Your business needs: Investing your business capital, employee benefits
- Your legacy needs: Estate Planning, Wills, local and international trust services