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Wealth Adviser Assistant

2 weeks ago

Bellville, South Africa PSG Konsult Ltd. Full time

**Designation**:

- Wealth Adviser Assistant (ADP) | Bellville, Western Cape | 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**:

- 10 Feb 2025

**Reference Number**:

- POS90246

**Closing date**:

- 17-Feb-2025

**Position Type**:

- Permanent

**Location**:

- Old Oak

**Overview**:
**VACANCY | WEALTH ADVISER ASSISTANT (ADP) | BELLVILLE, CAPE TOWN, 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.

**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 golden opportunity to build a thriving career with unmatched support and endless growth potential.

Don’t just dream about your future in finance—make it happen with PSG Financial Services.

**What does the programme offer**:

- Permanent employment
- An eighteen-month training and development plan to develop your knowledge and skills to become an adviser whilst permanently employed
- On-the-job mentorship and training from established financial advisers
- Support, coaching and monitoring from HR, Regional Managers and Heads of Divisions.

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

- Gather Policy information
- Compile a summary of information
- Preparing of Client Reviews
- Preparing proposals and client reviews according to set template
- Data capturing
- Research product information
- Handle and solve client enquiries (all existing business enquiries)
- Diary management for new and existing business cases
- Diary management for Wealth Adviser
- Arrange appointments between Wealth Adviser and Clients
- Prepare investment review appointments
- Maintain CRM system
- Rebalance and maintain existing portfolios
- Prepare and distribute monthly/quarterly statements
- Manage Administrative Documentation (detailed records)
- Build and maintain good working relationships
- Record details of transactions
- Maintain Service Level agreement deadlines
- Deal with Employee Benefit Service Related Queries.
- Manage policy renewals
- Ensure FAIS Compliance
- Load new/existing business policies

**Minimum Requirements**:

- Completed BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk Management)or BCom (Economics)
- 0-2 Years experience in the financial services industry
- Strong technical and administrative skills

**Competencies**:

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

**How to apply**: