Wealth Adviser Assistant | Para-Planner

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. PSG has several exciting opportunities for experienced financial services professionals who have a passion for the Financial Services Industry. If you strive for excellence and you ready to accelerate your career growth, then join our Adviser Offices. Joining PSG means growth and challenges in a stimulating and rewarding work environment. If you match the requirements below and you want to grow your career in financial planning, then we want you. Responsibilities: Gather policy information Research product information Prepare and implement financial planning and investment proposals Compile & process of new policy applications and quotations Assess tax/legal implications of investments Cash flow and performance calculations Handle and solve client enquiries Report new business statistics Prepare investment review appointments Keep track of assets under management Maintain Client Relationship Management system Rebalance and maintain of existing portfolios Prepare and distribute monthly/quarterly/annual statements / certificates / communication Completed Bachelor of Commerce in Finance - such as BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management), BCom (Economics), Postgraduate Diploma in Financial Planning and/or CFP Proficient in both spoken and written English and at least one other of the official South African languages Computer literacy (MS Office) and proficient in Excel Recommended requirements: 2 years working experience in the financial services industry experience Problem-solving skills Analytical skills Candidates interested must forward their CV with the vacancy title and location (Wealth Adviser Assistant / Para-Planner - Bloemfontein) in the subject line to ********** by no later than 11 December 2020. If you are not contacted within 2 weeks of your application, please accept that your application was not successful.