Jobs

Paraplanner | Bellville, Western Cape | Permanent at PSG Konsult Ltd

  • Job Type Full Time
  • Qualification Bachelors , Masters
  • Experience 2 – 3 years
  • Location Western Cape
  • Job Field Finance / Accounting / Audit

Paraplanner | Bellville, Western Cape | Permanent at PSG Konsult Ltd

Paraplanner | Bellville, Western Cape | Permanent

Job description:

  • We require a Paraplanner to provide an efficient administrative support function to a Wealth Adviser. 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
  • Writing of Quarterly Investment Reports
  • Customer Relationship Management
  • Newsletters
  • Fund Research
  • Equity Research
  • Share Trading
  • Compose & Analyse Client reports
  • Quantitative analysis on equities and funds
  • Qualitative analysis on funds and due diligence reports on funds.
  • Discuss market circumstances with clients and bearing on their investment decisions
  • Analyse risk reports
  • Review brokerage earned
  • Communication with clients (verbal and written)
  • Planning and strategizing
  • Client and broker meetings
  • Writing monthly business reports
  • Execute client orders
  • Client Cash management

Minimum requirements:

  • BCom (Finance / Business Finance / Investments / Financial Planning / Financial Sciences or Investment Management or BCom (Economics)
  • CFA / CFP / Postgraduate Diploma in Financial Planning (Advantageous)
  • 2 – 3 years relevant paraplanning / financial analysis experience within a financial services environment
  • Valid driver’s license and own vehicle
  • Computer literacy (MS Office)

Skill-Set Required:

  • Numerical skills
  • Interpersonal skills
  • Communication skills (Verbal & Written)
  • Attention to detail
  • Problem solving
  • Industry Specific knowledge
  • Analytical skills
  • Lateral thinking
  • Leadership skills
  • A Passion for trading and the ability to work hard
  • Positive Attitude
  • Integrity
  • Good People skills
  • Work individually and in a team

Deadline:2nd January,2026

Method of Application

Interested and qualified? Go to PSG Konsult Ltd on myfocus.psg.co.za to apply

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