PSG: WEALTH ADVISER ASSISTANTS (Nationwide)

WEALTH ADVISER ASSISTANTS Region: Nationwide Company: PSG Wealth Financial Planning (Pty) Ltd Closing Date: Varies

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: PSG has several exciting opportunities for experienced financial services professionals who have a passion for the Financial Services Industry. If you strive for excellence and you ready to accelerate your career growth, then join our Adviser Offices. Joining PSG means growth and challenges in a stimulating and rewarding work environment. If you match the requirements below and you want to grow your career in financial planning, then we want you.

Responsibilities:

  • Gather policy information

  • Research product information

  • Prepare and implement financial planning and investment proposals

  • Compile & process of new policy applications and quotations

  • Assess tax/legal implications of investments

  • Cash flow and performance calculations

  • Pre-retirement planning calculations

  • Handle and solve client enquiries

  • Report new business statistics

  • Prepare investment review appointments

  • Keep track of assets under management

  • Maintain Client Relationship Management system

  • Rebalance and maintain of existing portfolios

  • Prepare and distribute monthly/quarterly/annual statements / certificates / communication







Minimum requirements:

  • Completed Bachelor of Commerce in Finance - such as BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management), BCom (Economics), Postgraduate Diploma in Financial Planning and/or CFP

  • 2 years working experience in the financial services industry experience

  • Proficient in both spoken and written English and at least one other of the official South African languages

  • Computer literacy (MS Office) and proficient in Excel

Competencies:

  • Communication skills

  • Problem-solving skills

  • Analytical skills

  • Attention to detail

  • Analytical thinking

  • Organising and planning

  • Customer Service

  • Teamwork


Applications:

Candidates interested must forward their CV with the vacancy title and location (Example: Wealth Adviser Assistant |Para-Planner - Paarl) in the subject line to careers.wealth@psg.co.za by no later than the indicated closing date

Wealth Adviser Assistant |Para-Planner - Paarl, Closing date: 30 November 2020.

Wealth Adviser Assistant / Para-Planner - Cape Town, Closing date: 11 December 2020.

Wealth Adviser Assistant / Para-Planner - Durban, Closing date: 11 December 2020

Wealth Adviser Assistant / Para-Planner - Johannesburg, Closing date: 11 December 2020.

Wealth Adviser Assistant / Para-Planner - Cape Town, Closing date: 11 December 2020.

Wealth Adviser Assistant / Para-Planner - Bloemfontein, Closing date: 11 December 2020.

Wealth Adviser Assistant |Para-Planner - Port Elizabeth, Closing date: 11 December 2020

Wealth Adviser Assistant |Para-Planner - Limpopo, Closing date: 11 December 2020

Wealth Adviser Assistant |Para-Planner - Mpumalanga, Closing date: 11 December 2020

Wealth Adviser Assistant |Para-Planner - North West, Closing date: 11 December 2020

Wealth Adviser Assistant |Para-Planner - Northern Cape, Closing date: 11 December 2020

Wealth Adviser Assistant / Para-Planner - Pretoria East, Closing date: 30 November 2020.

Wealth Adviser Assistant / Para-Planner - Stellenbosch, Closing date: 30 November 2020.

Employee Benefits Adviser Somerset West, Closing date: 30 November 2020

Wealth Adviser Assistant - Strand Street, Closing date: 30 November 2020

Wealth Adviser Assistant / Para-Planner - Faerie Glen, Closing date: 30 November 2020.



Posts by PSG


Subscribe for notifications

Thanks for subscribing