Calling All Finance Graduates!
Ready to launch your career in the financial world? Join our exclusive programme and secure a permanent position at PSG. 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 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 advisers, management and administration, interacting with clients by managing relationships and providing client services. You will ensure new business implementation, marketing plan implementation and reception duties.
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 Wealth Adviser Arrange appointments between Wealth 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 Deal with Employee Benefit Service Related Queries. Manage policy renewals Ensure FAIS Compliance Load new/existing business policies
Minimum requirementsCompleted BCom Degree (Preferably majoring in Financial Planning/Investment Planning/ Risk Management or BCom (Economics) 0-2 Years experience in the financial services industry (no more than 2 years) Proficient in both spoken & written English & at least one other of the SA languages
Competencies requiredCustomer Service Communication skills (verbal & written) Time Management skills Problem solving Attention to detail Team player
Closing date: 17-Aug-2026
How To Apply
-
Make sure you are logged in and your email is verified(Register if you dont have an account).
-
Click the Apply Now button above.
-
Your default email application or application link will open.
-
Attach your Application letter, updated Curriculum Vitae (CV) and any supporting documents required.
-
Use a professional subject line such as Application for "Indicate Positions"
-
Send your application before the closing date.
Note: Only shortlisted candidates are contacted.
