Wealth Adviser | Pretoria (Faerie Glen), Gauteng | Permanent

Designation: Wealth Adviser | Pretoria (Faerie Glen), Gauteng | Permanent

Category: Administration and Operations

Job Level: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents

Posted by: PSG Financial Services

Posted on: 23 Jul 2026

Reference Number: POS43088

Closing date: 27-Jul-2026

Position Type: Permanent

Location: Faerie Glen 298 Glenwood Road

Overview:

VACANCY | WEALTH ADVISER | PRETORIA (FAERIE GLEN), GAUTENG | PERMANENT

PSGs 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.

Job description:

This is an opportunity for a dynamic Wealth Adviser to join a well-established office. In this role you will be allocated a portfolio of clients to assist with financial planning and advice as well as new client relationships to be developed.

Responsibilities:

• Financial advice and planning
• Handle and solve client enquiries
• Compile and process of new policy applications, administration and compliance
• Business maintenance and development

Minimum requirements:

• BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)
• CFP® Qualification
• Regulatory Exam (RE5) for Representatives passed
• 0-2 years’ experience in a financial service environment
• Proficient in both spoken and written English and at least one other of the official South African languages
• Computer literacy (MS Office)
• Valid driver’s license and own vehicle

Competencies required:

• Analytical thinking
• Customer Service
• Presentation skills
• Analytical skills

How to apply:

Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAk by no later than 27 July 2026. By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.