Wealth Adviser Assistant

5 months ago


Pretoria, South Africa PSG Wealth Distribution Full time

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**:

- Liaising with clients
- Preparing Quotations for new and existing clients
- Issuing new policies, renewals and endorsements
- Building and maintaining good working relationships with clients and internal stakeholders
- Recording details and information on the relevant systems
- Making sure data base up to date
- Gather policy information
- Research product information - Risk, Medical aid and Investment
- Prepare and implement financial planning and investment proposals
- Assess tax/legal implications of investments
- Cash flow and performance calculations
- Pre-retirement calculations
- Risk planning
- 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
- Systems, policy and industry knowledge
- FAIS/FICA compliant
- Driver’s license and own vehicle

**Recommended requirements**:

- Completed RE5

**Competencies required**:

- Communication skills (Verbal and Written)
- Problem-solving skills
- Analytical skills
- Attention to detail
- Planning and organising skills
- Time Management Skills
- Highly client focussed with good interpersonal skills
- Resilient with a good level of stress tolerance
- Team Player

**Education**:

- Bachelors (required)

**Experience**:

- financial services: 2 years (required)



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