Wealth Adviser

1 week ago

Northcliff Gauteng, South Africa PSG Konsult Full time R80 000 - R120 000 per year

Designation:

Wealth Adviser | Northcliff, Gauteng | Permanent

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:

05 Nov 2025

Reference Number:

POS40131

Closing date:

18-Nov-2025

Position Type:

Permanent

Location:

Northcliff Stonemill Office Park

Overview:

VACANCY | WEALTH ADVISER | NORTHCLIFF, GAUTENG | PERMANENT

PSG's 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:

  • Financial advice and planning
  • Handle and solve client enquiries
  • Client portfolio management
  • Compile 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 (RE5) for Representatives passed
  • Post Graduate Diploma in Financial Planning
  • Post Graduate Diploma in Investment Planning
  • No more than 3 years' experience in a financial service environment
  • Computer literacy (MS Office)
  • Valid driver's license and own vehicle

Competencies required:

  • Analytical thinking
  • Customer Service
  • Presentation skills
  • Analytical skills

How to Apply:

Candidates interested must apply on the PSG Careers website OR browse vacancies by no later than 18 November 2025.

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 2 weeks of your application, please accept that your application was unsuccessful.

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