Wealth Adviser Assistant (ADP)| Stellenbosch, Western Cape | Permanent
Welcome to the Latest Job Vacancies Site 2025 and at this time we would like to inform you of the Latest Job Vacancies from the PSG Konsult Ltd. with the position of Wealth Adviser Assistant (ADP)| Stellenbosch, Western Cape | Permanent - PSG Konsult Ltd. which was opened this.
If this job matches your qualifications, please send your application directly through our latest Job site. Indeed, every job is not easy to apply because it must meet several qualifications and requirements that we must meet in accordance with the standard criteria of the Company who are looking for potential candidates to work. Good job information Wealth Adviser Assistant (ADP)| Stellenbosch, Western Cape | Permanent - PSG Konsult Ltd. below matches your qualifications. Good Luck: D
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VACANCY | WEALTH ADVISER ASSISTANT (ADP) | STELLENBOSCH, 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, youll 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
Dont just dream about your future in finance—make it happen with PSG Financial Services
Apply now and unlock your potential
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:
The successful candidate will be responsible for supporting the wealth advisers, management and administration, interacting with clients by managing relationships and providing client services. You will ensure new business implementation, marketing plan implementation and reception duties
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 new application and quotations
- 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:
- BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment 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:
Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAK by no later than 08 April 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
Information :
- Company : PSG Konsult Ltd.
- Position : Wealth Adviser Assistant (ADP)| Stellenbosch, Western Cape | Permanent
- Location : Stellenbosch, Western Cape
- Country : ZA
How to Submit an Application:
After reading and knowing the criteria and minimum requirements for qualifications that have been explained from the Wealth Adviser Assistant (ADP)| Stellenbosch, Western Cape | Permanent job info - PSG Konsult Ltd. Stellenbosch, Western Cape above, thus jobseekers who feel they have not met the requirements including education, age, etc. and really feel interested in the latest job vacancies Wealth Adviser Assistant (ADP)| Stellenbosch, Western Cape | Permanent job info - PSG Konsult Ltd. Stellenbosch, Western Cape in 2025-03-28 above, should as soon as possible complete and compile a job application file such as a job application letter, CV or curriculum vitae, FC diploma and transcripts and other supplements as described above, in order to register and take part in the admission selection for new employees in the company referred to, sent via the Next Page link below.
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Post Date : 2025-03-28 | Expired Date : 2025-04-27
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