Wealth Adviser Assistant Melkbosstrand, Western Cape

2 weeks ago


Cape Town, South Africa PSG Konsult Ltd. Full time

**Designation**:

Wealth Adviser Assistant | Melkbosstrand, 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**:

29 Aug 2023

**Reference Number**:

PSG-DW-VAC0192

**Closing date**:

04 Sep 2023

**Position Type**:

Permanent

**Location**:

Cape Town

**Overview**:
**VACANCY | WEALTH ADVISER ASSISTANT | MELKBOSSTRAND, WESTERN CAPE | PERMANANT**

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).
- 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**:



  • Stellenbosch, Western Cape, South Africa PSG Konsult Ltd. Full time

    **Designation**: Senior paraplanner | Stellenbosch, Western Cape **Category**: Administration and Operations **Job Level**: Semi-skilled and discretionary decision making **Posted by**: PSG Financial Services **Posted on**: 07 Mar 2024 **Reference Number**: POS08248 **Closing date**: 22 May 2024 **Position Type**: Permanent **Location**: R21...

  • Wealth Administrator

    4 weeks ago


    Cape Town, South Africa Sable International Full time

    Sable International vacancy: Wealth Administrator **Location: Cape Town** Are you energetic, ambitious and looking to develop your career? Our Cape Town Sable Wealth department is looking to add a full-time Wealth Administrator to their team. We offer a dynamic and challenging environment where we achieve our business objectives and have fun doing it. We...


  • Cape Town, South Africa Berghshire Wealth Bluestar Full time

    Berghshire Wealth BlueStar is a committed team of elite financial planners devoted to finding solutions to suit every client's specific financial needs. Based in all three major provinces of South Africa, our financial experts have built long-lasting relationships with our clients and we have a solid industry track record based on in-depth knowledge of the...


  • Cape Town, South Africa The Recruitment Council Full time

    Are you a seasoned Wealth Manager with a passion for shaping financial destinies? An exciting opportunity awaits you with a prestigious Bank. Our client has been engaging with experienced Wealth Managers, regarding the possibility of joining their business.Qualifications and Experience:Honours or Post Graduate Diploma in Financial Planning, CFP or BCom Law...


  • Cape Town, South Africa Western Cape Government Full time

    **Job Purpose**: The Department of Infrastructure, Western Cape Government has an opportunity for a suitably qualified and competent individual to oversee the monitoring of housing project expenditure and administer project and individual and Financial Linked Individual subsidy claims. The post is based in Cape Town, CBD. **Minimum Requirements**: An...


  • Cape Town, South Africa Set Consulting Full time

    Senior Financial Advisor, W CapeEntrepreneurial Bank seeks driven indiv. Be instrumental in acquiring and managing a portfolio of High-Net-worth clients in the Western Cape region. Exciting career opportunity to build a book of Wealth clients. Main ResponsibilitiesGenerate business and build a strong book of clients.Manage a portfolio of High-Net-Worth...


  • Cape Town, South Africa PSG Konsult Full time

    **Job description**: To provide underwriting assistance to the Advisers. The position will focus on personal and commercial lines business. **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...

  • Investment Advisor

    1 month ago


    Cape Town, South Africa Cape Wealth Managers (Pty) Ltd Full time

    **Investment Advisor / Wealth Manager** Our growing Retail Wealth Advice business is recruiting Investment Advisors with experience in CAT 1 categories to expand our distribution channel within the Western Cape region. We have an incredible opportunity for entrepreneurial advisors passionate about providing holistic advice to assist customers during their...

  • Booking Agent

    3 weeks ago


    Cape Town, South Africa IGrow Wealth Investments Full time

    IGrow Wealth Investments, South Africa’s #1 Property Investment Company, is looking for a Booking Agent to join their team in Cape Town.Requirements:Grade 12At least 2 years of experience in a telesales roleMake 100 – 120 calls per dayMaintain professional telephone etiquettePositive, can-do attitudeBe professionalExperience in the property industry...

  • Assistant Director

    1 week ago


    Cape Town, South Africa Western Cape Government Full time

    **Job Purpose**: The Department of Economic Development and Tourism, Western Cape Government has an opportunity for a suitably qualified and competent individual to render administrative and prosecution services, as well as team work functions to the Western Cape Consumer Affairs Tribunal and perform an inspectorate function within the Office of the Consumer...


  • Cape Town, South Africa Western Cape Government Full time

    **Job Purpose**: The Department of Local Government, Western Cape Government has an employment opportunity for a competent and qualified individual to provide support to the department and municipalities to ensure legislative clarity. This post is based in Cape Town, CBD. **Minimum Requirements**: An appropriate 3-year National Diploma/B-Degree (or higher...

  • Assistant Director

    1 week ago


    Cape Town, South Africa Western Cape Government Full time

    **Job Purpose**: The Department of Social Development, Western Cape Government has an opportunity for a competent individual to oversee the administering of monitoring assessments of NGOs. This post is stationed in Cape Town, CBD. **Minimum Requirements**: An appropriate 3-year National Diploma/B-Degree (equivalent or higher qualification); A minimum of 3...


  • Cape Town, South Africa Cape Wealth Managers (Pty) Ltd Full time

    **Wealth Consultant** We are seeking experienced insurance sales advisors in the Western Cape Region, with an entrepreneurial attitude with a specific focus on risk financial products (funeral and life cover) to customers. If you are looking for a change and want to have the opportunity to develop new skills then we would like to discuss your options with...


  • Cape Town, South Africa Western Cape Government Full time

    **Job Purpose**: The Department of Local Government, Western Cape Government has an opportunity for a competent and suitably qualified individual to ensure an effective, efficient and transparent system of financial accounting functions for the department. This post is stationed in Cape Town. **Minimum Requirements**: An appropriate 3-year B-Degree...

  • Environmental Officer

    4 weeks ago


    Cape Town, South Africa Western Cape Government Full time

    **Job Purpose**: The Department of Environmental Affairs and Development Planning, Western Cape Government has an opportunity for a suitably qualified, authentic, competent individual with a positive mindset to support the development and successful implementation of provincial green economy and sustainability programmes. The role entails co-ordinating...

  • Assistant Director

    1 month ago


    Cape Town, South Africa Western Cape Department of Health Full time

    Closing Date- 2024/04/22- Reference Number- WCG240228-1- Tracking Number- LG 05/2024- Job Title- Assistant Director: Specialised Support (Investigations), Ref No. LG 05/2024- Department- Local Government- Salary level- 9- Enquiries- Ms J Louw at (021) 483 9071- Job Type- Permanent- Location - Country- South Africa- Location - Province- Western Cape- Location...


  • Cape Town, South Africa Western Cape Government Full time

    The Department of Cultural Affairs and Sport, Western Cape Government has an opportunity for a suitably qualified and competent individual to render a secretarial and personal assistant support service to the senior manager. 

  • Sales Associates

    4 weeks ago


    Cape Town, South Africa Wealth Masters Club Full time

    Are you a dynamic and results-driven sales professional looking for a thrilling opportunity? Look no further! Wealth Masters Club is looking for exceptional Sales Associates to join our elite team in Cape Town, Somerset West, Durban, Johannesburg, and Pretoria. **Why Join Wealth Masters Club?** - Exciting Career Growth: Unlock your potential and grow your...


  • Cape Town, South Africa Western Cape Government Full time

    The Department of Local Government, Western Cape Government has an opportunity for a suitably qualified and competent individual to liaise, co-ordinate, mobilise, inform and assist the community in the Western Cape to identify and communicate their needs to government at national, provincial and local government level to bring government closer to the people...


  • Cape Town, South Africa Western Cape Government Full time

    The Department of Local Government, Western Cape Government has an opportunity for a suitably qualified and competent individual to assist with the co-ordination, monitoring and support of disaster management functions in order to co-ordinate disaster recovery.