Adviser Assistant

POSITION AVAILABLE:

Insure Adviser Assistant


Region: Gauteng

Company: PSG Wealth Financial Planning (Pty) Ltd

Location: Gauteng


Applicants: Designated employees only with a Financial Degree

PSG´s 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.


You will over all be responsible for providing value added knowledge and administrative services to the PSG Adviser Office, supporting the Insure Adviser, whilst contributing towards the objectives and strategy of PSG.


Key Responsibilities, amongst others:

· Interaction with clients (management of relationships and providing client services)

· Assistance with new business implementation

· Prepare client files

· Processing client queries and instructions

· Administering all products

· Research product information

· · Maintaining CRM system

· · Claims and underwriting assistance

Minimum Requirements:

· Financial Degree such as B. Com Finance, BEcon and or CFP

· Interest to gain work experience in the financial services industry

· Computer literate (MS Office including Advanced MS Excel)

· Proficiency in both spoken and written English language and at least one other of the official South African languages with Afrikaans taking preference.

· Candidate needs to reside within Gauteng and surrounding areas.

Competencies & Skills:

· Client centricity

· Communication skills (verbal & written)

· Resilience

· Problem solving

· Time Management

· Attention to detail

· Team player

Candidates interested must forward their CV and location of preference to careers.insure@psg.co.za If you are not contacted within two weeks of your application, please accept that your application was not successful.

Job id : , #68624, 11 views,

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