Job Description

Designation:
Wealth Adviser Assistant | Faerie Glen, Gauteng


Category:
Administration and Operations


Job Level:
Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents


Posted by:
PSG Financial Services


Posted on:
28 Nov 2023


Reference Number:
POS37332


Closing date:
12 Dec 2023


Position Type:
Permanent


Location:
Faerie Glen 296 Glenwood Road




Overview:



VACANCY | WEALTH ADVISER ASSISTANT | FAERIE GLEN, GAUTENG | PERMANENT 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: This is an opportunity for a dynamic Wealth Adviser Assistant 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
• Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model
• Prepare statement of advice documentation as required
• Prepare of insure review appointment

Minimum requirements:

• BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)
• Regulatory Exam for Representatives passed (RE5)
• At least 2 - 5 yearxe2x80x99s relevant work experience within the financial industry
• Valid driverxe2x80x99s license and own vehicle
• Proficient in both spoken and written English.
• Computer literacy (MS Office)

Recommended requirements:

• RE5

Competencies required:

• Strong Administration, Organising and planning skills
• Communication and interpersonal skills
• Attention to detail
• Problem solving
• Analytical skills and able to handle admin pressure
• Ability to operate independently and a
• Resilience

How to apply: Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAk by no later than 12 December 2023. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.