VACANCY | WEALTH ADVISER | RUSTENBURG, NORTH WEST | 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 and advice as well as new client relationships to be developed.
Responsibilities:
- Financial advice and planning
- Handle and solve client enquiries
- Client portfolio management
- Compile and process of new policy applications, administration and compliance
- Draw up compliance on renewals
- New Business development and maintenance
Minimum requirements:
- NQF 5 Financial Planning
- Regulatory Exam (RE5) for Representatives passed
- 10+ years’ experience in a financial planning environment
- Computer literacy (MS Office)
- Valid driver’s license and own vehicle
- Fluent in both written and spoken English and one other official South African language
Competencies required:
- Analytical thinking
- Customer Service
- Presentation skills
- Analytical skills
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 09 June 2026. 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.
