Wealth Adviser at PSG Konsult Ltd

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:

• BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)
• Regulatory Exam (RE5) for Representatives passed
• 1-2 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

Closing date:   21-May-2026