Wealth Adviser Assistant Stellenbosch, Western Cape

2 weeks ago

Stellenbosch, South Africa PSG Konsult Ltd. Full time

**Designation**:

Wealth Adviser Assistant | Stellenbosch, Western Cape

**Category**:

Advisers

**Job Level**:

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

**Posted by**:

PSG Financial Services

**Posted on**:

10 Aug 2023

**Reference Number**:

PSG-DW-VAC0198

**Closing date**:

24 Aug 2023

**Position Type**:

Permanent

**Location**:

Stellenbosch

**Overview**:
**VACANCY | WEALTH ADVISER ASSISTANT | STELLENBOSCH, WESTERN CAPE | 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**:
PSG has an exciting opportunity for a 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
- 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

**Minimum requirements**:

- BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)
- 1-2 years working experience as a Para-planner or Adviser Assistant in the long term insurance financial services industry experience.
- 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**:

- Completed RE5

**Competencies required**:

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

**How to apply**:

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