Technical Wealth Specialist: Product at PSG Konsult Ltd

Job description:

• This role requires a Technical Wealth Product Specialist in the Financial Services environment with experience in investments, financial planning and product analysis. It is based in our Technical Adviser Support team.
• The role is overall responsible to support a large national network of advisers with complex advice related matters in PSG Wealth. This includes working closely with product providers ensuring that our product suite remain competitive.

Responsibilities:

• Support to the senior subject matter expert on the large case review process
• Sound knowledge of financial products (investments, share portfolios and life & risk)
• Ability to understand suitability of product recommendations with advice proposals/matters including but not limited to adviser focused meetings and responding to technical product or advice related queries
• Aspire to become a subject matter expert on the 6-step digital advice process (supported by Elite Wealth)
• Provide support with Wealth product provider and product due diligence team & ongoing support & introduce efficiencies within team
• Stakeholder engagement: Coordinate engagement sessions between internal and/or external stakeholders
• Ability to engage with financial advisers on a junior to senior level
• Strategy: Keep track on team projects and providing support in moving them across the line
• Report on the progress of projects & ad hoc business projects undertaken by various members to various management committees
• Apply analytical thinking to solving defined and routine problems
• Adapting and responding to change.
• Research on ad hoc projects.

Minimum requirements:

• Matric certificate
• Degree in Financial Management / Financial Planning or related
• Postgraduate Diploma in Financial Planning / CFP (Advantageous)
• A minimum of 3 years’ experience dealing with investment products, life insurance, medical aids (advantageous) in the financial services industry
• Must be proficient with PowerPoint, Word and Excel

Skills/Competencies

• Exposure to working directly with financial advisers
• Ability to analyse and critique record of advice proposals
• Must have an in depth understanding of financial planning
• Must have an understanding of financial products
• Strong financial literacy
• Ability to present a client proposal/technical product/provider information to management
• An innovative mindset
• Excellent verbal and written communication skills
• Attention to detail and analytical skills
• Strong interpersonal and relationship building skills
• Proven ability to identify, assess and solve problems
• Highly adaptable and resilient
• High emotional intelligence
• Teamwork

Closing date: 17-Jul-2026