Wealth Adviser

Designation:	Wealth Adviser | Centurion, Gauteng
Category:	Advisers
Job Level:	Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
Posted by:	PSG Financial Services
Posted on:	27 Oct 2023
Reference Number:	POS08216
Closing date:	30 Nov 2023
Position Type:	Permanent
Location:	Centurion Von Willic

VACANCY | WEALTH ADVISER | CENTURION, 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 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:

• Provide financial advice and planning.
• Handle and solve client enquiries.
• Assist with compiling 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)
• CFP® Qualification preferably
• Regulatory Exam for Representatives passed.
• 3+ years’ 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 driver’s license and own vehicle

Competencies required:

• Analytical thinking
• Customer Service
• Presentation skills
• Analytical skills

How to apply:

Candidates interested must forward their CV with the vacancy title and location (Wealth Adviser) in the subject line to Nico.Venter@psg.co.za by no later than 30 November 2023. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.

All the best with your applications