Wealth Adviser Assistant
2 weeks ago
**VACANCY | WEALTH ADVISER ASSISTANT | PAARL, 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**:
- Office Management and Administration
- Interaction with clients (management of relationships and providing client services)
- New business implementation
- Marketing plan implementation
- Reception duties
- Handling and solving of client enquiries (all existing business enquiries)
- Diary management - new and existing business cases
- Arranging appointments between Wealth Adviser and Clients
- Preparation of investment review appointments
- Maintaining CRM system
- Preparing and distributing monthly/quarterly statements
- Manage Administrative Documentation (detailed records)
- Build and maintain good working relationships
- Recording details of transactions
- Maintaining Service Level agreement deadlines
- Ensure FAIS Compliance
- Loading new/existing business policies
- Administration of welcome packs to new clients
**Minimum requirements**:
- BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics).
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office) - Excel competency
**Recommended**:
- Basic accounting skills
**Competencies required**:
- Client service
- Communication skills (verbal & written)
- Resilience
- Problem solving
- Time Management
- Attention to detail
- Team player
Ability to commute/relocate:
- Paarl, Western Cape: Reliably commute or planning to relocate before starting work (required)
**Education**:
- Bachelors (required)
**Experience**:
- Corporate Financial Services: 2 years (preferred)
-
Audit Senior Manager
7 days ago
Paarl, South Africa Sagen Advisory Full timeA highly reputable Assurance, Accounting and Consulting firm is seeking to employ a competent Audit Professional on a fixed term contract. The firm has offices in Paarl and Centurion. The Group was founded in 2012 by a passionate Chartered Accountant with a background in wealth management and family accounting. Established in response to the high demand for...
-
Policy Administrator
4 days ago
Paarl, South Africa PSG Konsult Full timeJob description: To provide policy administrative assistance to the Adviser. **Responsibilities**: - Issuing new policies, renewals and endorsement - Prepare new business quotes - Negotiating renewal terms and preparing the renewal documentation - Checking policies before sending it to Clients - Telephone contact with Clients when they phone in with...
-
Sales Agent
2 weeks ago
Paarl, South Africa Telkom Express Feathercom Full timeSales Agents approach potential customers, conduct professional and enthusiastic sales presentations, in indicated promotional areas and inside of Feathercom pop-up/kiosks, to attract and increase business within the Feathercom channel. The main accountabilities are the achievement of all sales targets, follow policies and procedures (OHS and COVID-19,...
-
Senior Accountant
Found in: Talent ZA C2 - 2 weeks ago
Paarl, South Africa Sagen Advisory Full timeA highly reputable Assurance, Accounting, and Consulting firm is seeking to employ a Senior Accountant. The firm has offices in Paarl and Centurion. The firm is looking for a self-confident individual with a completed accounting degree, SAIPA/SAICA articles and preferably supervisory experience. The candidate will work as part of a team but must also be...
-
Junior Financial Manager in Paarl
Found in: Talent ZA C2 - 2 weeks ago
Paarl, South Africa Vine Full timeOur client in Paarl is looking for a Junior Financial Manager to their dynamic team.Requirements:A CA or CIMA qualification.At least three years’ post-article experience.Fluent in Afrikaans and English with professional communication skills.A background in manufacturing is essential.Familiar with the latest IFRS knowledge.Experience in financial accounting...
-
Junior Financial Manager in Paarl
Found in: Talent ZA 2A C2 - 2 weeks ago
Paarl, South Africa Vine Recruitment Full timeOur client in Paarl is looking for a Junior Financial Manager to their dynamic team.Requirements:A CA or CIMA qualification.At least three years’ post-article experience.Fluent in Afrikaans and English with professional communication skills.A background in manufacturing is essential.Familiar with the latest IFRS knowledge.Experience in financial accounting...
-
Policy Administrator Paarl, Western Cape
2 days ago
Paarl, South Africa PSG Konsult Ltd. Full time**Designation**: Policy Administrator | Paarl, Western Cape **Category**: Administration and Operations **Job Level**: Semi-skilled and discretionary decision making **Posted by**: PSG Financial Services **Posted on**: 06 Mar 2024 **Reference Number**: POS08247 **Closing date**: 18 Mar 2024 **Position Type**: Permanent **Location**: Paarl La...
-
Business Onboarding Analyst
Found in: Talent ZA 2A C2 - 2 weeks ago
Paarl, South Africa Cardoso Recruitment Full timeOur client, a passionate team specialising in the web app & IT consulting sphere (aimed primarily at helping independent financial advisers manage, split, track, and analyse revenue) is looking for a Business Onboarding Analyst. KEY PERFORMANCE AREASYou will be assisting our team of Business Onboarding Analysts, ensuring that new customer onboardings are...
-
Business Onboarding Analyst
Found in: Whatjobs ZA C2 - 6 days ago
paarl, Western Cape, South Africa Cardoso Recruitment Full timeOur client, a passionate team specialising in the web app & IT consulting sphere (aimed primarily at helping independent financial advisers manage, split, track, and analyse revenue) is looking for a Business Onboarding Analyst. KEY PERFORMANCE AREAS You will be assisting our team of Business Onboarding Analysts, ensuring that new customer onboardings are...