PSG Konsult Ltd Wealth Adviser (Nelspruit) Jobs in South Africa

Job description

This is an opportunity for a dynamic Wealth Adviser to join a well-established office in a growth phase.

In this role you will be allocated a portfolio of potential new clients to assist with their financial planning and advice as well as be expected to form new client relationships and build a business for yourself within an existing team.

Training by PSG will be offered but you would need to have the natural will and wish to offer a service to clients and make a difference to them and their families well-being.

Responsibilities

Financial advice and planning with a focus on investment planning (locally and offshore)

Handle and solve client enquiries

Compile and process of new policy applications, administration and compliance - support will be offered.

Business maintenance and development

Team player

Minimum requirements

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

Regulatory Exam for Representatives passed

2 years sales experience in a financial service environment

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

Progress with CFP and/or Postgraduate
Diploma in Financial Planning

Competencies

Team player and self- motivated

Analytical thinking

Customer Service

Presentation skills

Analytical skills

Positive attitude

How to Apply

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

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