Wealth Adviser

2 weeks ago

Johannesburg, Gauteng, South Africa PSG Konsult Full time R250 000 - R600 000 per year

Designation:

Wealth Adviser | Johannesburg, Gauteng | Permanent

Category:

Client/Intermediary Services

Job Level:

Professionally qualified and experienced specialists and mid-management

Posted by:

PSG Financial Services

Posted on:

09 Oct 2025

Reference Number:

POS40175

Closing date:

17-Oct-2025

Position Type:

Permanent

Location:

Melrose Arch

Overview:

VACANCY | WEALTH ADVISER | JOHANNESBURG, 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 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:
  • Provide financial advice and planning.
  • Handle and solve client enquiries.
  • Assist with compiling and process of new policy applications, administration and compliance.
  • Business maintenance and development
Minimum requirements:
  • BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)
  • CFP Qualification (Advantageous)
  • Regulatory Exam for Representatives passed.
  • 2-3 years' experience in a financial service environment
  • Proficient in both spoken and written English and at least one other of the official South African languages
  • Computer literacy (MS Office)
Competencies required:
  • Analytical thinking
  • Customer Service
  • Presentation skills
  • Analytical skills
How to apply:

Candidates interested must apply here by no later than 17 October 2025 OR browse available PSG Careers vacancies

By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 4 weeks of your application, please accept that your application was not successful. For more information about careers at PSG, visit

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