The successful candidate will be responsible for supporting the Insure/Wealth adviser, management and interacting with clients by managing relationships and providing client services and managing reception duties and administration.
Responsibilities:
- Gather Policy information
- Compile a summary of information
- 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 Wealth Adviser
- Arrange appointments between Wealth 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:
- Post graduate diploma in Financial Planning or BCom qualification
- 1 -2 years relevant work experience in Financial Services industry
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office)
Competencies required:
- Customer Service
- Good communication skills (verbal and written)
- Problem Solving
- Attention to detail
- Team player
How to apply:
Candidates interested must apply on Indeed by no later than 05 September 2025.
By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.
Job Type: Full-time
Experience:
- financial services: 1 year (Required)
License/Certification:
- BCom Degree in Finance / Economics / Investments or related (Required)
- Postgraduate diploma in Financial Planning (Preferred)
Location:
- Patensie, Eastern Cape (Preferred)
Work Location: In person
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