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.