Friday, 21 August 2015

Graduate Financial Adviser: Wealth At PSG 2015

Company: PSG Wealth Financial Planning (Pty) Ltd
Closing Date: 31 October 2015

Key Performance Areas:

  • finding new clients and business

  • proactively establishing contact and meeting with potential clients

  • evaluating clients´ financial situations and goals

  • thoughtfully absorbing financial information about clients

  • conducting a financial analysis for each new client

  • providing financial solutions and making recommendations to clients

  • providing financial advice on:

  • tax and estate planning

  • retirement planning

  • investing

  • short-term insurance

  • employee benefits

  • administering new clients

  • maintaining complete and accurate client records

  • ensuring compliance with laws and company policies and regulations

  • marketing and selling financial products

  • meeting sales targets

 Competencies and Attributes

  • exceptional selling skills

  • excellent client relationship skills/service-orientated

  • entrepreneurial drive/business-orientated

  • self-discipline

  • ambitious/performance-orientated

  • good communication/presentation skills

  • strong interpersonal skills

  • self-confidence

  • ability to work in an organised manner

  • computer literacy

Minimum Requirements

  • Minimum BCom or BSc degree (studying accounting, finance, statistics or economics)

  • industry-related work experience is advantageous, not essential

  • clear credit and criminal record

  • own reliable transport is essential

 All suitable candidates are advised to email us at or

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