Wealth/Financial Adviser (Paraplanner)

VACANCY | WEALTH ADVISER | PRETORIA, GAUTENG | 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:
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.
Responsibilities:

Financial advice and planning
Handle and solve client enquiries
Compile and process new policy applications 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 (RE5) for Representatives passed
4 - 5 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 driven
Presentation & Analytical skills
Able to work independently

Job Type: Full-time
Application Question(s):

What is your current remuneration & expected?

Education:

Bachelors (Required)

Experience:

Financial Services: 4 years (Required)

Language:

Any other language other than English? (Required)

License/Certification:

RE5 exam (Required)

Application Deadline: 2024/10/31
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