Wealth Adviser Assistant - Kloof, South Africa - PSG Wealth Distribution

PSG Wealth Distribution

Verified Company

Kloof, South Africa

1 week ago

Posted by:

Thabo Mthembu

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Description

Job description:

PSG has an exciting opportunity for a financial services professional who has a passion for the Financial Services Industry.

Responsibilities:

Gather policy information
Research product information
Prepare and implement financial planning and investment proposals
Assess tax/legal implications of investments
Cash flow and performance calculations
Preretirement planning 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

Minimum requirements:

BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)
01 years working experience as a Paraplanner or Adviser Assistant in the long term insurance financial services industry experience.
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: