- Job Title: Paraplanner
- Company: PSG Financial Services (PSG Konsult Ltd.)
- Location: Bloemfontein (Preller Walk Centre, General Hertzog Drive)
- Type: Permanent, Full Time
- Category: Client / Intermediary Services
- Experience Level: Skilled / Junior Management / Technical
- Applications Close: 21 November 2025
Summary:
The Paraplanner supports Wealth Managers and Financial Advisors by validating, authorising, and confirming all client instructions processed in internal administration systems. This role focuses heavily on accuracy, compliance, data integrity, and ensuring legislative and operational standards are met. The Paraplanner also handles escalations, provides internal support, and contributes to continuous process improvement.
Core Responsibilities:
-
Validate client instructions for quality, accuracy, completeness, and compliance.
-
Escalate incorrect or incomplete instructions to junior administrators.
-
Confirm processed instructions to clients and advisers.
-
Reduce operational errors by following processes strictly.
-
Manage queries from internal stakeholders.
-
Assist with special projects or assignments.
-
Identify system/process issues and propose improvements.
-
Apply Treating Customers Fairly (TCF) principles daily.
Requirements:
-
Matric (mandatory).
-
Degree (advantageous).
-
RE5 (advantageous).
-
3–8 years experience supporting Financial Advisors in a financial planning environment.
-
Strong knowledge of FAIS, FICA, and compliance within the advisory sector.