Wealth Adviser Assistant (Bellville)

Full time PSG Konsult in Long Term Insurance Email Job
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Job Description

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:

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

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 of existing portfolios
  • Prepare and distribute monthly/quarterly/annual statements / certificates / communication
  • 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
  • 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

Recommended requirements:

  • 2 years working experience in the financial services industry

Competencies:

  • Communication skills
  • Problem-solving skills
  • Analytical skills
  • Attention to detail

Candidates interested must forward their CV with the vacancy title and location (Wealth Adviser Assistant – Bellville) in the subject line to by no later than 19 February 2021.

If you are not contacted within 2 weeks of your application, please accept that your application was not successful.

PSG Konsult

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