Paraplanner | Northcliff

PSG is a leading independent financial services group, with an extensive national footprint and Namibian presence. We have been in operation since 1998, and offer a value-orientated approach to our clients' financial needs, from asset and wealth management to insurance. PSG has more than 250 offices throughout South Africa, and two offices in Windhoek. Our business consists of three operating divisions: PSG Wealth, PSG Asset Management and PSG Insure. Each applies its own dedicated focus to our clients'​ financial wellbeing.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