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

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