Paraplanner | Northcliff at PSG Konsult Ltd

Job description:

• This is an opportunity for an experienced, CFP-qualified paraplanner to join an established advice-led practice within PSG Wealth Northcliff serving a sophisticated high-net-worth client base.
• The role suits a paraplanner who has built their career within quality wealth management firms, has progressed through to executive paraplanner level, and is now seeking to deepen their impact in a focused practice setting.
• The successful candidate will work directly with the principal adviser across the full planning lifecycle, from initial fact-finding through to detailed financial plans, review cycles, and ongoing client implementation, while supporting the practice’s continued growth and operational excellence.

Responsibilities:

• Prepare detailed Lifestyle Financial Plans, Review Plans, and Records of Advice for high-net-worth clients
• Conduct research and analysis on investments, insurance solutions, tax structures, and estate planning matters
• Model financial scenarios, assess risks, and present clear actionable insights to the principal adviser
• Administer wills and trusts, including liaison with attorneys and fiduciary providers
• Maintain meticulous compliance discipline, working with compliance management on robust review documents and records of advice
• Coordinate between advisers, clients, and external providers to streamline planning workflows
• Support practice growth initiatives and contribute to the continued development of planning methodology

Minimum requirements:

• BCom Honours in Financial Planning (NQF Level 8) or equivalent recognised qualification from a South African tertiary institution
• CFP® designation (Certified Financial Planner) currently held in good standing
• Class of Business (COB) training completed for Pension Fund Benefits (COB 4), Short- and Long-Term Deposits (COB 5), and Investments (COB 7)
• Regulatory Exam (RE5) for Representatives, already passed
• Minimum 7 years’ dedicated paraplanning experience at established South African wealth management firms
• Practical experience with multiple wealth management systems (e.g. Elite Wealth, Dynamics, X-Plan, or equivalent)
• Track record of close collaboration with compliance management on records of advice and review documentation
• Computer literacy (MS Office, financial planning systems)
• Valid driver’s license and own vehicle
• Fluent in both written and spoken English; and one other official South African language

Competencies required:

• Meticulous compliance and documentation discipline
• Advanced financial planning and modelling
• Estate, risk, investment, retirement, and tax planning knowledge
• Strategic and analytical thinking
• Client engagement and stakeholder management
• Project coordination and workflow management
• Strong written and verbal communication
• Self-directed, detail-oriented, and proactive

Closing date:  17-Jun-2026