Wealth Adviser Assistant

3 days ago

Paarl, South Africa PSG Wealth Financial Planning Full time

**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)

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