Wealth Adviser | Pretoria East, Gauteng
PSG Konsult Ltd
Pretoria Oos/Pretori
1d ago

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
  • 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
  • Regulatory Exam for Representatives passed
  • 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)
  • Valid driver’s license and own vehicle
  • Competencies required :

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