Adviser Development Programme

Calling All Finance Graduates!

• Ready to launch your career in the financial world? Join our exclusive programme and secure a permanent position at a PSG Adviser office nationwide—no prior experience needed!
• Over 18 months, you'll receive world class training and development, guided by seasoned and established financial advisers and Regional Managers who are committed to your success. This is your golden opportunity to build a thriving career with unmatched support and endless growth potential.
• Don't just dream about your future in finance—make it happen with PSG Financial Services.
• Apply now and unlock your potential

What does the programme offer

• Permanent employment in one of our PSG Adviser offices situated in 255 locations nationwide
• An eighteen-month training and development plan to develop your knowledge and skills to become an adviser whilst permanently employed
• On-the-job mentorship and training from established financial advisers
• Support, coaching and monitoring from HR, Regional Managers and Heads of Divisions.

Job description

• The successful candidate will be responsible for supporting the wealth or insure advisers, management and administration, interacting with clients by managing relationships and providing client services. In your 18-month programme, you will play a large role in ensuring new business implementation, marketing plan implementation and client support.

Responsibilities

• Gather Policy information
• Compile a summary of information
• Preparing of Client Reviews
• Preparing proposals and client reviews according to set template
• Data capturing
• Research product information
• Handle new application and quotations
• Handle and solve client enquiries all existing business enquiries
• Diary management for new and existing business cases
• Diary management for Adviser
• Arrange appointments between Adviser and Clients
• Prepare investment review appointments
• Maintain CRM system
• Rebalance and maintain existing portfolios
• Prepare and distribute monthly/quarterly statements
• Manage Administrative Documentation detailed records
• Build and maintain good working relationships
• Record details of transactions
• Maintain Service Level agreement deadlines
• Manage policy renewals
• Ensure FAIS Compliance
• Load new/existing business policies

Minimum Requirements

• Relevant financial qualification Preferably a completed Bachelor's Degree majoring in Financial Planning/Investment Planning/Risk Management/Economics/Accounting/Business Management or LLB.
• 0-2 Years experience in the financial services industry advantageous but not compulsory
• Strong Computer literacy MS Office – Highly competent in Excel and PowerPoint
• Strong technical and administrative skills

Competencies required

• Customer Service
• Business Acumen
• Communication skills verbal & written
• Time Management skills
• Problem solving
• Attention to detail
• Team player

Closing date: 28-Feb-2027