Wealth Adviser Assistant | Faerie Glen, Pretoria, Gauteng


Job description:PSG has an exciting opportunity for a Junior financial services professional who has a passion for the Financial Services Industry.Responsibilities:Gather policy information Research product informationPrepare and implement financial planning and investmentproposalsCompile & process of new policy applications andquotationsAssess tax/legal implications of investmentsCash flow and performance calculationsPre-retirement planning calculationsHandle and solve client enquiriesReport new business statisticsPrepare investment review appointmentsKeep track of assets under managementMaintain Client Relationship Management systemRebalance and maintain of existing portfoliosPrepare and distribute monthly/quarterly/annualstatements / certificates / communicationMinimum requirements:Completed Bachelor of Commerce in Finance - such asBCom (Finance / Business Finance / Investments / Financial Planning Law /Financial Sciences / Investment Management), BCom (Economics), PostgraduateDiploma in Financial Planning and/or CFP 1-2 years working experience as a Para-planner orAdviser Assistant in the financial services industry experienceProficient in both spoken and written English and atleast one other of the official South African languagesComputer literacy (MS Office) and proficient in ExcelPassion for financial planningCompetencies required:Communication skills Problem-solving skillsAnalytical skills Attention to detail
Posted
05/05/2022
Location
Pretoria, GT, ZA