Calling All Finance Graduates!
Ready to launch your career in the financial world? Join our exclusive programme and secure a permanent position at a PSG Adviser office nationwide—no prior experience needed! Over 18 months, you’ll receive world class training and development, guided by seasoned and established financial advisers and Regional Managers who are committed to your success. This is your golden opportunity to build a thriving career with unmatched support and endless growth potential. Don’t just dream about your future in finance—make it happen with PSG Financial Services. Apply now and unlock your potential
What does the programme offerPermanent employment in one of our PSG Adviser offices situated in 255 locations nationwide An eighteen-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.
Job descriptionThe successful candidate will be responsible for supporting the wealth or insure 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.
ResponsibilitiesGather Policy information Compile a summary of information Preparing of Client Reviews Preparing 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 Diary management for Adviser Arrange appointments between Adviser and Clients Prepare investment review appointments 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 Maintain Service Level agreement deadlines Manage policy renewals Ensure FAIS Compliance Load new/existing business policies
Minimum RequirementsRelevant financial qualification (Preferably a completed Bachelor’s Degree majoring in Financial Planning/Investment Planning/Risk Management/Economics/Accounting/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
Competencies requiredCustomer Service Business Acumen Communication skills (verbal & written) Time Management skills Problem solving Attention to detail Team player
Closing date: 28-Feb-2027
How To Apply
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Make sure you are logged in and your email is verified(Register if you dont have an account).
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Click the Apply Now button above.
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Your default email application or application link will open.
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Attach your Application letter, updated Curriculum Vitae (CV) and any supporting documents required.
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Use a professional subject line such as Application for "Indicate Positions"
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Send your application before the closing date.
Note: Only shortlisted candidates are contacted.
