PSG Konsult Ltd Wealth Adviser Assistant | Para-Planner (Somerset West) Jobs in South Africa

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 are 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 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

Other relevant degrees will also be considered - e.g. Engineering, Law, Mathematics, Marketing

3 years working experience in the financial services industry

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, and attention to detail

Analytical skills

How to Apply

For more information and job application details, see; PSG Konsult Ltd Wealth Adviser Assistant | Para-Planner (Somerset West) Jobs in South Africa

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