PSG is a leading independent financial services group, with an extensive national footprint and Namibian presence. We have been in operation since 1998, and offer a value-orientated approach to our clients' financial needs, from asset and wealth management to insurance.
PSG has more than 250 offices throughout South Africa, and two offices in Windhoek. Ou...
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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 of 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
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