Financial Graduate (East London)

Ref no: #PSG-78650
Region: Central Wealth
Company: PSG Wealth Financial Planning (Pty) Ltd
Closing Date: 30 November 2018

Position: Financial Graduate

Region: Eastern Cape

Location: East London and surrounding areas

Company: PSG Wealth Financial Planning (Pty) Ltd

Closing Date:30 November 2018

Contract: Permanent

Offer: Depending on experience

PSG commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups and we encourage people with disability to apply.

PSG has several exciting opportunities for a financial graduate who has a passion for the Financial Services Industry. If you strive for excellence and you ready to accelerate your career as an Adviser, then join our Adviser Development Programme in 2019. Joining PSG means growth and challenges in a stimulating and rewarding work environment. If you match the requirements below and you want to grow your career in financial planning, then we want you.

Key Responsibilities:

  • Gather policy information
  • Research product information
  • Prepare and implement financial planning and investment proposals
  • Compile & process of new policy applications and quotations
  • Assess tax/legal implications of investments
  • Cash flow and performance calculations
  • Pre-retirement 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 Qualifications & Requirements:

  • Completed Bachelor of Commerce in Finance - such as BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management), BCom (Economics), Postgraduate Diploma in Financial Planning and/or CFP
  • Proficient in both spoken and written English and at least one other of the official South African languages
  • Computer literacy (MS Office)
  • Passionate about a career in the financial services industry


  • Problem solving
  • Analytical skills
  • Communication skills (verbal & written)
  • Attention to detail
  • Team player

Candidates interested must forward their CV with the vacancy title and location in the subject line to by no later than 30 November 2018. If you are not contacted within three weeks of your application, please accept that your application was not successful.

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