Graduate Adviser

4 days ago


Pretoria, South Africa PSG Wealth Distribution Full time

**Job description**:
**Responsibilities**:

- Advise clients on medical insurance options and suitability - both personal families and groups
- Client and group visits and induction, ongoing training and presentations to clients
- Assist clients with queries
- Arrange and attend Wellness days
- Ensure CRM data is up to date and accurate
- Year-end & ad hoc client presentations
- Present wellness event reports to clients
- Identifying and providing leads to colleagues in other PSG Wealth service lines
- Keeping up to date with provider amendments

**Minimum requirements**:

- Completed Bachelor of Commerce in Administration / Investments / Financial Planning Law / Financial Sciences / Investment Management)
- Strong administrative skills
- 0-1 years’ relevant Employee Benefits/Healthcare work experience
- FAIS/FICA compliant
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office)
- Own car and valid driver’s license
- Systems, policy and industry knowledge

**Recommended requirements**:

- RE5

**Competencies required**:

- Customer Service
- Communication skills (verbal & written)
- Problem solving
- Attention to detail
- Team player

**Education**:

- Bachelors (required)



  • Pretoria, South Africa Old Mutual Life Assurance Company (Sa) Ltd (Pfa) Full time

    Aspiring Financial Adviser page is loaded Aspiring Financial Adviser Apply locations Pretoria | posted on Posted Yesterday | job requisition id JR-66994 Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity, and our diverse talent reflects this. Aspire to be a Financial Adviser We are looking for self-motivated and...


  • Pretoria, South Africa Psg Konsult Full time

    Designation: Insure Adviser Assistant | Olympus, Pretoria, Gauteng | PermanentCategory : Administration and OperationsJob Level : Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendentsPosted by : PSG Financial ServicesPosted on : 05 Sep Reference Number: POS Closing date: 17-Sep- Position Type:...


  • Pretoria, South Africa PSG Konsult Full time

    _ **Calling All Finance Graduates!**_ Ready to launch your career in the financial world? Join our exclusive programme and secure a permanent position at PSG. Over 18 months, you’ll receive world class training and development, guided by seasoned and established financial advisers and Regional Managers who are committed to your success. This is your...


  • Pretoria, Gauteng, South Africa PSG Konsult Full time R250 000 - R400 000 per year

    Designation:Wealth Adviser Assistant (ADP) | Pretoria, Gauteng | PermanentCategory:Administration and OperationsJob Level:Semi-skilled and discretionary decision makingPosted by:PSG Financial ServicesPosted on:03 Nov 2025Reference Number:POS40180Closing date:17-Nov-2025Position Type:PermanentLocation:MenlynOverview:VACANCY | WEALTH ADVISER ASSISANT (ADP) |...


  • Pretoria, South Africa Liberty Group Ltd Full time

    Searching for Finance Graduates We offer a career with flexible working hours and high potential earnings. This is your opportunity to be extraordinary. Excellent communication skills along with the ability to prospect new clients are essential. Being a Financial Adviser is listed as one of the top careers to pursue, considering compensation, job...


  • Pretoria, South Africa PSG Konsult Ltd. Full time

    **Designation**: - Wealth Adviser Assistant (ADP) | Pretoria, Gauteng | Permanent - **Category**: - Administration and Operations - **Job Level**: - Semi-skilled and discretionary decision making - **Posted by**: - PSG Financial Services - **Posted on**: - 03 Nov 2025 - **Reference Number**: - POS40180 - **Closing date**: - 17-Nov-2025 - **Position...


  • Pretoria, South Africa PSG Konsult Ltd. Full time

    **Designation**: Wealth Adviser Assistant (ADP) | Lynnwood, Pretoria, Gauteng | Permanent**Category**: Adviser Development Programme**Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents**Posted by**: PSG Financial Services**Posted on**: 27 Jan 2025**Reference...

  • Social Researcher

    7 days ago


    Pretoria, South Africa Unique Personnel Full time

    **Job Number** - 70156 **Job Type** - Permanent **Job Title** - Social Researcher **Computer Skills** - Ms Office **Industry** - Business Services **City** - Tshwane (Pretoria) **Province** - Gauteng **Purpose of the position** - To conduct qualitative and quantitative research in support of the development, testing and refinement of new business...


  • Pretoria, South Africa Psg Konsult Full time

    A leading financial services firm in Pretoria is seeking an Insure Adviser Assistant. This role offers permanent employment with a structured eighteen-month training program to develop skills as an adviser. Responsibilities include liaising with clients, preparing quotations, and issuing policies. Candidates should have a BCom degree and strong communication...

  • Legal Administrator

    1 week ago


    Pretoria, South Africa Mastech General Trading Full time

    1. Assist with provision of effective legal advisory services - Conduct research on relevant legislation applicable, to specific issues, current norms and legislation applicable - Conduct research of relevant case law - DST compliance to applicable laws and procedures 30% 2. Legislative support - Draft research on norms and standards - Prepare initial draft...