Designation:
Wealth Adviser Assistant (ADP) | Polokwane, Limpopo | Permanent
Category:
Adviser Development Programme
Job Level:
Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
Posted by:
PSG Financial Services
Posted on:
08 Nov 2024
Reference Number:
POS37853
Closing date:
15-Nov-2024
Position Type:
Permanent
Location:
Polokwane Ismini Street
Overview:
VACANCY | WEALTH ADVISER ASSISTANT (ADP) | POLOKWANE, LIMPOPO | PERMANENT
PSG's 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, you'll 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.
Don't 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:
Completed BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning/ Risk 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 15 November 2024. 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.
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