TRAFFIC
Not Specified
Wealth Adviser Trainee: 18 Month Development Programme
PSG Konsult Ltd.
Job Description
PSG Konsult Ltd. is seeking a candidate for a permanent position in their wealth or insurance advising teams across South Africa. The role includes supporting advisers, client interaction, and managing relationships through various responsibilities such as preparing proposals, maintaining CRM systems, and ensuring compliance. Candidates should have a relevant financial qualification and strong administrative skills. An 18-month training program will support your development while you are permanently employed.
About This Role
Career insights for Personal Financial Advisors positions
Salary Benchmark
R38,810/month
R27,104 to
R54,338/month
Source: WageIndicator ZAR data
Job Outlook
This career will grow rapidly in the next few years.
Key Skills for This Role
Active Listening
Reading Comprehension
Speaking
Writing
Critical Thinking
Common Technologies
Act! CRM
Microsoft Dynamics 365
Salesforce CRM
Financial planning presentation software
Microsoft PowerPoint 365
MoneyTree Silver Financial Planner (presentation feature)
Envestnet MoneyGuide
Ibbotson Portfolio Strategist
Personal Financial Advisors Insights
Median Salary (ZAR)
R38,810/month
Job Outlook
This career will grow rapidly in the next few years.
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