Wealth Adviser | Pretoria (Faerie Glen)
PSG Konsult Ltd · Pretoria, Gauteng
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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 and advice as well as new client relationships to be developed.
Responsibilities
- Financial advice and planning
- Handle and solve client enquiries
- Compile and process of new policy applications, administration 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
- 0-2 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
- Computer literacy MS Office
- Valid driver's license and own vehicle
Competencies required
- Analytical thinking
- Customer Service
- Presentation skills
- Analytical skills
Closing date: 27-Jul-2026