PSG Konsult Ltd Junior Wealth Adviser (Vryheid) Jobs in South Africa

PSG Konsult Ltd Junior Wealth Adviser (Vryheid) Jobs in South Africa


Job description

  • PSG has an exciting career development opportunity for a degreed individual interested in a career as Wealth Adviser.

  • This is an opportunity for a dynamic Junior Wealth Adviser to join a well-established office.

  • In this role you will be allocated a portfolio of clients to assist with financial planning and advice as well as new client relationships to be developed.

    Responsibilities

  • Financial advice and planning

  • Handle and solve client enquiries

  • Compile and process of new policy applications, administration and compliance

  • Business maintenance and development

    Minimum requirements

  • BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)

  • Relevant adviser / para-planning / financial planner assistant experience

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

  • Computer literacy (MS Office)

  • Valid drivers license and own vehicle

    Recommendation

  • Sales experience in a financial service environment

    Competencies

  • Analytical thinking

  • Customer Service

  • Presentation skills

  • Analytical skills

    How to Apply

    For more information and job application details, see; PSG Konsult Ltd Junior Wealth Adviser (Vryheid) Jobs in South Africa

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