VACANCY | PARAPLANNER | BETHLEHEM, FREE STATE | 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:
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:
- Relevant financial qualification (Preferably a completed Bachelor’s Degree majoring in Financial Planning/Investment Planning/Risk Management/Economics/Accounting/Business Management) or LLB.
- RE 5 qualification
- 3+ years’ experience in the financial services industry as a Paraplanner
- Strong Computer literacy (MS Office) – Highly competent in Excel and PowerPoint
- Strong technical and administrative skills
- Proficient in both spoken and written English and at least one other of the official South African languages
Competencies 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
How to apply:
Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAk by no later than 17 June 2026. 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 2 weeks of your application, please accept that your application was unsuccessful.
