Wealth Adviser Assistant

**Designation**:

Wealth Adviser Assistant (ADP) | Faerie Glen, Gauteng

**Category**:

Administration and Operations

**Job Level**:

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

**Posted by**:

PSG Financial Services

**Posted on**:

30 Apr 2024

**Reference Number**:

POS37753

**Closing date**:

13 May 2024

**Position Type**:

Permanent

**Location**:

Faerie Glen

**Overview**:
**VACANCY | WEALTH ADVISER ASSISTANT (ADP) | FAERIE GLEN, GAUTENG | 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**:
This is an opportunity for a dynamic Wealth Adviser Assistant to join a well-established office. In this role you will be allocated a portfolio of clients to assist with financial planning and advice as well as new client relationships to be developed.

**Responsibilities**:

- Financial advice and planning
- Handle and solve Client enquiries
- Business maintenance and development
- Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model
- Prepare statement of advice documentation as required
- Prepare of insure review appointment

**Minimum requirements**:

- BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)
- Regulatory Exam for Representatives passed (RE5) - Advantageous
- At least 1 - 2 year’s relevant work experience within the financial industry
- Valid driver’s license and own vehicle
- Proficient in both spoken and written English.
- Computer literacy (MS Office)

**Competencies**:

- Strong Administration, Organising and planning skills
- Communication and interpersonal skills
- Attention to detail
- Problem solving
- Analytical skills and able to handle admin pressure
- Ability to operate independently and a
- Resilience

**How to apply**: