Wealth Adviser: Financial Planning & Client Growth

PSG Financial Services Limited.; Madibeng Local Municipality; On-site; ZAR 420,000 - 660,000; Full time

Job summary

PSG Financial Services Limited. Hartbeespoort is seeking a Wealth Adviser to join our established office. You will receive referrals to assist with financial planning and advice, as well as developing new client relationships.

The role focuses on financial planning, client servicing, documentation, and compliance within regulatory requirements. Candidates should have an Accounting degree, about two years’ work experience (articles preferred), and strong analytical and customer service skills.

Qualifications

• 2 years’ work experience, preferably completed articles.
• Accounting degree required.
• Analytical thinking and customer service skills.

Responsibilities

• Financial advice and planning
• Handle and solve client enquiries
• Compile and process of new policy applications, administration and compliance
• Business maintenance and development
• Assist with client relationship management and client servicing tasks
• Prepare documentation, financial plans, and client review materials
• Conduct research and assist with financial planning recommendations
• Ensure compliance within internal processes and regulatory requirements

Skills

Analytical thinking

Customer Service

Analytical skills

Education

Accounting Degree

Job description

PSG Financial Services Limited. Hartbeespoort is seeking a Wealth Adviser to join our established office. You will receive referrals to assist with financial planning and advice, as well as developing new client relationships.

The role focuses on financial planning, client servicing, documentation, and compliance within regulatory requirements. Candidates should have an Accounting degree, about two years’ work experience (articles preferred), and strong analytical and customer service skills.