Location : Menlyn, Pretoria, Gauteng
PSG has an exciting opportunity for a junior financial services professional who has a passion for the Financial Services Industry.
Responsibilities:
•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
Minimum 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) and proficient in Excel
•Passion for financial planning
Recommendation:
•Working experience in the financial services industry
Candidates interested must forward their CV with the vacancy title and location in the subject line to careers.wealth@psg.co.za by no later than 30 April 2022.
