Investment Specialist | Tygervalley, Western Cape | Permanent

PSG Wealth Menlyn; Edge; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services firm is seeking an Investment Specialist to join their team in Edge, UK. The role involves driving sales and fostering relationships with advisers while providing support for business growth. Candidates must possess a relevant undergraduate degree and at least 5 years of experience in financial planning or wealth management. Strong interpersonal skills and a passion for client service are essential. This position offers opportunities for professional growth in a dynamic environment.

Qualifications

• A completed undergraduate Degree is essential (Finance/Investment Management/Economics, etc.).
• Post-Graduate Diploma in Financial Planning or studying towards an advantage.
• A minimum of 5 years relevant experience in financial planning and/or wealth management.

Responsibilities

• Meet sales targets on PSG Wealth products and platform.
• Build and maintain external client relationships.
• Provide training and support to distribution network.
• Drive new business and ensure retention of existing business.

Skills

Sales targets achievement

Relationship management

Client training and support

Analytical thinking

Organizational skills

Education

Undergraduate Degree

Post-Graduate Diploma in Financial Planning

Tools

Microsoft Office

Job description

Designation: Investment Specialist | Tygervalley, Western Cape | 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: 21 Jul 2025

Reference Number: POS02766

Closing date: 08-Aug-2025

Position Type: Permanent

Location: Tygerfalls The Edge

Overview

VACANCY | INVESTMENT SPECIALIST | TYGERVALLEY, 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

We are looking for an Investment Specialist to join our dynamic team. The successful candidates will be responsible for driving sales, deepening adviser relationships, supporting business growth, and representing PSG’s investment offering across regions.

Responsibilities

• Meet sales targets on PSG Wealth products and platform - including PSG Multi-Manager, PSG Asset Management and PSG Platforms
• Ensure number and quality of sales activity are attained - minimum of 3 visits per day
• Build and maintain internal stakeholder relationships - business focused
• Build and maintain external client relationships - adviser, assistant and client focused
• Manage and drive flows and revenue - retain existing assets, increase net new assets
• Support the administration and client service departments
• Manage and drive client and adviser events in the region
• Provide training and support to distribution network on all systems, processes, services, products and key business initiatives.
• Increase and/or maintain sales activity - including events, training, office visits
• Drive new business and ensure retention of existing business
• Monitoring feasibility of new business
• Brand building and networking
• Grow net flows to products and platforms
• Managing enquiries on products, systems and services
• Maximise identified opportunities
• Provide reports on activity to management
• Take responsibility for admin correctness, adherence to service level agreements, accurate execution of business
• Develop business/sales plan and strategy
• Follow up on leads, opportunities identified and key business initiatives
• Take responsibility for client presentations and proposals
• Technical sales activities - research, cost-, fund- and portfolio analyses and comparisons
• Create marketing and sales collateral
• Give strategic input to management - adviser panel, trends, system-, product-, and service development and enhancement
• Show value to the business - bring new ideas and turn into action
  
  

Qualifications and Experience:

• A completed undergraduate Degree is essential (Finance/Investment Management/Economics, etc.)
• Post-Graduate Diploma in Financial Planning (CFP) or studying towards an advantage
• A minimum of 5 years´ relevant experience in in financial planning and/or wealth management distribution
• Bilingual in English and Afrikaans highly advantageous
• Solid competency with the Microsoft Office suite with strong Excel skills
  
  

Skills and Competencies:

• Systems and processes knowledge
• Industry, policy and regulatory environment knowledge
• Strong sense of accountability
• Liaison and negotiation skills
• Accuracy and analytical thinking
• Passion and energy
• Time management
• Analytical thinker
• Resilience
• Problem solver
• High organisational skills
  
  

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 August 2025. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.