Adviser Development Programme South Africa

PSG's commitment to transform and embrace diversity 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.

• Permanent employment in one of our PSG Adviser offices situated in 255 locations nationwide.
• 18 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.

The successful candidate will be responsible for supporting wealth or insurance 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.

• Gather policy information.
• Compile a summary of information.
• Prepare client reviews.
• Prepare 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.
• Arrange appointments between Adviser and Clients.
• 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.
• Manage policy renewals.
• Ensure FAIS compliance.
• Load new/existing business policies.

• Relevant financial qualification (preferably a completed Bachelor's Degree major in Financial Planning, Investment Planning, Risk Management, Economics, Accounting or 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.
• Customer service.
• Business acumen.
• Problem solving.
• Team player.