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Wealth Adviser Assistant

The Programme 

PSG has an exciting opportunity for an experienced financial services professional who has a passion for the Financial Services Industry. 

What You Will Do 

  • 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.  

Required Skills and Abilities 

  • 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. 
  • 1 year working experience in working with life insurance products within 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. 
  • Communication skills. 
  • Problem-solving skills. 
  • Analytical skills. 
  • Attention to detail. 
Closed 19 days ago
Closed 19 days ago
  • Job type:Graduate Jobs
  • Disciplines:

    Banking and Finance, Business and Commerce,

  • Citizenships:

  • Locations:

    South Africa (South

  • Closing Date:19th Apr 2021, 6:00 pm


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