Paraplanner | Faerie Glen Gauteng

Category:
Administration and Operations

Job Level: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents

Posted by: PSG Financial Services

Closing date: 05-Oct-2026

Position Type:
Permanent

Location:

Faerie Glen 298 Glenwood Road

VACANCY|
PARAPLANNER| FAERIE GLEN (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 toapply.

This is an opportunity for a dynamic Financial Planner / Paraplanner to join awell-established office. In this role, the financial planner will assist the financial advisor in all respects. This includes financial planning for new clients, reviews, and client appointments. The role requires significant client interaction. The planner is not required to source their own clients, thoughthis remains an option

• Financial advice and planning
• Prompt handling of client queries
• Continuousself-development and staying up to date with the latest legislation andmarket developments
• BCom (Finance / Business Finance / Investments / Financial Planning / Financial Sciences or Investment Management or BCom (Economics)
• CFP and/or Postgraduate Diploma in Financial Planning (Requirement)
• Valid RE5 certificate
• At least 3 years relevant work experience within the financial industry
• Proficient in both spokenand written English and at least one other of the official South Africalanguages
• Valid driver’s license andown vehicle
• Analytical thinking
• Client service
• Analytical skills
• Ability to work in a team