2 Paraplanner Jobs and Work in Pretoria Gauteng

Paraplanner | Lynnwood, Pretoria, Gauteng | Permanent
PSG Konsult Ltd. —Pretoria, Gauteng
14h
Paraplanner | Centurion, Gauteng | Permanent
PSG Konsult Ltd. —Centurion, Gauteng
4d

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Paraplanner | Centurion, Gauteng | Permanent
PSG Konsult Ltd. —Centurion, Gauteng
Minimum 5 years' experience as a Paraplanner or in a similar financial planning support role. Client face to face meetings, if necessary, at the office.
4d

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Paraplanner | Lynnwood, Pretoria, Gauteng | Permanent

PSG Konsult Ltd. -
Pretoria, Gauteng

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Job Details

Permanent
14 hours ago

Full Job Description

Designation:

Paraplanner | Lynnwood, Pretoria, Gauteng | 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:

24 Jul 2026

Reference Number:

POS06270

Closing date:

02-Aug-2026

Position Type:

Permanent

Location:

Pretoria Oos/Pretoria East

Overview:

VACANCY | PARAPLANNER | LYNNWOOD, PRETORIA, GAUTENG| 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 office and team which is growing rapidly. We require a paraplanner to provide high level support to a highly experienced financial adviser. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts, prepare investment proposals and cash flow analysis and support in financial planning.

Responsibilities:

Financial Planning support
Formulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer’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.
Prepare statement of advice documentation as required.
Review client portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process. Ensure report is accurate and that investment strategy is meeting customer’s objectives. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
Review client risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.
Prepare statement of advice documentation as required.
Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model.
Customer Service
Team management
Administration
Client Relationship Management
Gather Policy information
Compile a summary of information
Research product information
Handling and solving of client enquiries
Handling of new application and quotations
Diary management
Reporting of new business statistics
Preparation of insure review appointments
Maintaining CRM systems

Minimum requirements:

BCom (Finance/Business Finance/Investments/Financial Planning Law/Financial Sciences or Investment Management or Economics
Postgraduate Diploma in Financial Planning - essential (CFP designation advantageous)
Regulatory Exam (RE5) for Representatives passed
At least 5 year’s Paraplanning (relevant) work experience within the financial industry
Proficient in both spoken and written English and at least one other of the official South African languages

Competencies:

Strong Administration, Organising and planning skills
Communication and interpersonal skills
Attention to detail
Problem solving
Analytical skills and able to handle admin pressure
Ability to operate independently and a
Computer literacy (MS Office)
Resilience

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 02 August 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.

Apply Now

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paraplanner jobs in pretoria gauteng

Paraplanner | Lynnwood, Pretoria, Gauteng | Permanent

Paraplanner | Centurion, Gauteng | Permanent

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