Wealth Adviser | Hartbeespoort, North West | Permanent

PSG Konsult; Madibeng Local Municipality; Vor Ort; ZAR 420.000 - 660.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

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

Aufgaben

• 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

Kenntnisse

Analytical thinking

Customer Service

Analytical skills

Ausbildung

Accounting Degree

Jobbeschreibung

Wealth Adviser | Hartbeespoort, North West | Permanent Login

Designation: Wealth Adviser | Hartbeespoort, North West | Permanent

Category: Administration and Operations

Job Level: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents

Overview:

PSG's commitmentto transform and embrace diversity is what drives us to achieve a diverseworkplace with employment equity as a key goal to create an inclusiveworkforce. In achieving our employment equity goals, we give preference toapplicants from designated groups, and we encourage people with disability toapply.

This is anopportunity for a dynamic Wealth Adviser to join a well-establishedoffice.In this role you will receivereferrals to clients to assist with financial planning and advice as well asdeveloping new client relationships.

Responsibilities:

• Financial advice andplanning
• Handle and solve clientenquiries
• Compile and process of newpolicy applications, administration and compliance
• Business maintenance anddevelopment
• Assist with clientrelationship management and client servicing tasks
• Prepare documentation,financial plans, and client review materials
• Conduct research andassist with financial planning recommendations
• Ensure compliance withinternal processes and regulatory requirements
• Accounting Degree
• 2 years’ work experience,preferably completed articles
• Analytical thinking
• Customer Service
• Analytical skills

VACANCY| WEALTH ADVISER | HARTBEESPOORT,NORTH WEST | PERMANENT